Actions with Paid Rule

Updated 

1 day ago

You can create a Paid rule at the Customer level. To learn about the navigation to Rule Engine, see About the Rule Engine.

Steps To create a Paid rule

  1. Click the New Tab icon. Under the Sprinklr Social tab, click Manage Rules within Optimize.

  2. In the top-right corner of the Rule Engine window, click Create New Rule.

  3. On the New Rule window, provide the rule details and click Next. For more information, refer to the Create New Rule — Field Descriptions.

  4. On the Rule Builder window, click the Addition icon and set the Conditions and Actions. For more information, see Paid Rule Conditions and Paid Rule Actions. ​

Create New Rule — Field Descriptions

Terms

Description

Rule Scope

Set the scope of your rule to Customer as Paid Rules work at the partner level.

Context

Select Paid as the rule context to determine which type of asset the Rule will be executed upon.

Pre Condition

Set an account pre-condition to your rule. You will need to select an ad account for the rule to run in as a pre condition before being able to save it.

Enablement note:

To make the Pre Condition mandatory in your environment, please work with your Success Manager.

Activation Date

This refers to the date when the rule is created.

Rule Execution Batch

Select a rule execution batch. Rule batches are used to categorize and organize rules to make them run in a particular sequence. Rule batches run in sequence from left to right; and within a rule batch, the rules run in sequence from top to bottom. For more information, refer to this article.

Rule Type

This will be set to Standard to ensure the rules trigger automatically as per rule configuration.

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Terms

Description

Name and Description

Provide a name and optional description for your rule action.

Action Assignment Duration

Enter duration for a periodic action of your rule. If you set an Action Assignment Duration to the rule action, the rule will run as soon as it is enabled. It will then honor the action assignment you have set. For more information, refer to this article.

Set the action based on the following Approval attributes: ​

Action

Description

Approval User for Paid Initiative

Select the user who will approve the ad campaign.

Approval Path for Paid Initiative

Select the approval path that the ad campaign will follow.

Approval User for Ad Set

Select the user who will approve the ad set.

Approval Path for Ad Set

Select the approval path that the ad set will follow.

Approval User for Ad Variant

Select the user who will approve the ad variant.

Approval Path for Ad Variant

Select the approval path that the ad variant will follow.

Send Email notification

Select the users/user groups who should receive an email notification if the rule is satisfied.

Email Subject

Enter the subject of the email notification that will be sent.

Set the action based on the following Paid Initiative attributes:

Action

Description

Tags

Select or type and press comma/enter to input tags that will be set to the ad campaign.

Reporting Benchmark

Set a reporting benchmark metric for your ad campaign.

Paid Initiative Strategy Group

Apply a Strategy Group to the ad campaign.

Paid Initiative Cost Benchmark

Select a cost benchmark metric for the ad campaign. For more information, refer to this article.

Paid Initiative Cost Benchmark Value

Define the cost benchmark value for the ad campaign.

Paid Initiative Rate Benchmark

Select a rate benchmark metric for the ad campaign. For more information, refer to this article.

Paid Initiative Rate Benchmark Value

Define the rate benchmark value for the ad campaign.

Campaign

Tag a Sprinklr organic campaign to the ad campaign.

Sprinklr Sub Campaign

Tag a Sprinklr organic sub campaign to the ad campaign.

Paid Initiative Lifetime Budget

Adjust the ad campaign lifetime budget using operator such as increment by.

Paid Initiative Monthly Budget (Only for Line)

Adjust the LINE ad campaign monthly budget using operator such as increment by.

Paid Initiative Daily Budget

Adjust the ad campaign daily budget using operator such as increment by.

Paid Initiative Dynamic Daily Budget (TikTok)

Adjust the Paid Initiative Dynamic Daily Budget for TikTok CBO-enabled campaigns.

Pause Initiative

Select to pause the ad campaign from running.

Activate Paid Initiative

Select to activate the ad campaign.

Delete Initiative

Select to delete the ad campaign.

Archive Initiative - Facebook Only

Select to archive a Facebook ad campaign.

PI budget pacing for Twitter

Define the budget pacing (standard/accelerated) for a Twitter ad campaign.

Naming Convention

Apply a naming convention to the ad campaign.

LINE Bid Optimization Type

Select the bid optimization for a LINE ad campaign.

LINE Bid Optimization Type Goal

Select the bid optimization goal for a LINE ad campaign.

Set Controlled Custom Field

Set the controlled custom field value depending on the controlling custom field.

Controlling Custom Field

Set the controlling custom field value.

Map Paid Initiative Custom Fields

Select the custom fields to map values to the ad campaign custom properties.
Custom Properties (Paid Initiative)
Copy the custom property values from Sprinklr organic campaign, sub campaign, ad set, or ad variant.
Enablement note:
To copy the custom field values from Ad Variant/Ad Set to Campaign, please work with your Success Manager.

Set the action based on the following Ad Set attributes:

Action

Description

Ad Set Tags

Select or type and press comma/enter to input tags that will be set to the ad set.

Ad Set Strategy Group (LinkedIn Only)

Apply a Strategy Group to the LinkedIn ad set.

Ad Set Cost Benchmark

Select a cost benchmark metric for the ad set. For more information, refer to this article.

Ad Set Cost Benchmark Value

Define the cost benchmark value for the ad campaign.

Ad Set Rate Benchmark

Select a rate benchmark metric for the ad set. For more information, refer to this article.

Ad Set Rate Benchmark Value

Define the rate benchmark value for the ad campaign.

Bid Info

Adjust the bid info with operators such as increment by.

Bid Amount

Adjust the bid amount with operators such as increment by.

Optimization Goal

Apply an optimization goal to the ad set.

Charge By

Apply a pay by for the goal towards which an ad set is optimizing.

Daily Budget

Adjust the ad set daily budget using operator such as increment by.

Dynamic Daily Budget (TikTok)

Adjust the TikTok Dynamic Daily Budget based on the defined condition.

Minimum Daily Budget (Facebook)

Adjust the Facebook minimum ad set daily budget using operator such as increment by.

Maximum Daily Budget (Facebook)

Adjust the Facebook maximum ad set daily budget using operator such as increment by.

Lifetime Budget

Adjust the ad set lifetime budget using operator such as increment by.

Minimum Lifetime Budget (Facebook)

Adjust the Facebook minimum ad set lifetime budget using operator such as increment by.

Maximum Lifetime Budget (Facebook)

Adjust the Facebook maximum ad set lifetime budget using operator such as increment by.

Activate Ad Set

Select to activate the ad set.

Pause Ad Set

Select to pause the ad set from running.

Delete Ad Set

Select to delete the ad set.

Archive Ad Set - Facebook Only

Select to archive a Facebook ad set.

Ad Set pacing for Facebook and Twitter

Apply an ad set budget pacing (standard/accelerated) for Facebook/Twitter.

Set Controlled Custom Field

Set the controlled custom field value depending on the controlling custom field.

Controlling Custom Field

Set the controlling custom field value.

Map Ad Set Custom Fields

Select the custom fields to map values to the ad set custom properties.
Custom Properties (Ad Set)
Copy the custom property values from ad campaign or audience.
Enablement note: To copy the custom field values from Ad Variant to Ad Set, please work with your Success Manager.

Set the action based on the following Ad Variant attributes:

Action

Description

Ad Tags

Select or type and press comma/enter to input tags that will be set to the ad variant.

Ad Variant Cost Benchmark

Select a cost benchmark metric for the ad variant. For more information, refer to this article.

Ad Variant Rate Benchmark Value

Define the cost benchmark value for the ad variant.

Ad Variant Cost Benchmark

Select a rate benchmark metric for the ad variant. For more information, refer to this article.

Ad Variant Cost Benchmark Value

Define the rate benchmark value for the ad variant.

Bid

Adjust the bid amount with operators such as increment by.

Pause Ad

Select to pause the ad from running.

Activate Ad

Select to activate the ad.

Delete Ad

Select to delete the ad.

Archive Ad - Facebook Only

Select to archive a Facebook ad.

Reporting Benchmark

Set a reporting benchmark metric for your ad variant.

Set Controlled Custom Field

Set the controlled custom field value depending on the controlling custom field.

Controlling Custom Field

Set the controlling custom field value.

Map Ad Variant Custom Fields

Select the custom fields to map values to the ad variant custom properties.

Custom Properties (Ad Variant)

Copy the custom property values from ad campaign or ad set.

Tracking Pixel (Facebook)

Apply a Facebook tracking pixel to the ad variant.

Set the action based on the following Outbound Post attributes:

Action

Descritption

Campaign
Apply an organic campaign directly from what is set at the ad campaign using 'Campaign (from Paid Initiative)' or select other custom properties.
Note:
Using this option will override existing values (if available) for the outbound posts. Please stay in sync with your organic publishing team when using this option. Learn more about tagging outbound posts in this article.

Map Ad Account Custom Field Values to Paid Initiative

Select from the list of ad account custom property values to map with the Paid Initiative custom properties.

Map Paid Initiative Custom Field Values to Ad Set

Select from the list of Paid Initiative custom property values to map with the Ad Set custom properties.

Map Ad Set Custom Field Values to Ad Variant

Select from the list of Ad Set custom property values to map with the Ad Variant custom properties.

Map Post Custom Field Values to Ad Variant

Select from the list of Post custom properties to map with the ad variant custom properties.

Map Ad Variant Custom Field Values to Post

Select from the list of Ad Variant custom properties to map with the outbound post custom properties.

Map Media Asset Custom Field Values to Ad Variant

Select from the list of media asset level custom properties to map with the ad variant custom properties.

Map Ad Variant Custom Fields to Media Assets

Select from the list of Ad Variant custom fields to map with the media assets.

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No. Sport Triggers for Paid Rules is no longer supported. For more information, see Sprinklr Deprecated Features.

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