Create Strategy Group
Updated
The Strategy Group capability within Ads Manager helps you easily create and apply various optimizations to your ad campaigns. This capability provides a platform where you can add parameters that are common to multiple optimizations from a single place.
You can add one or more (Smart Budget, Smart Bidding, Pacing Control, Stop Loss, Smart Ad Rotation) optimization within a Smart Strategy and handle all the functions from the Ads Manager.
Before You Begin
You need to have role-level permission for accessing, creating, or viewing Strategy Group in your platform. Follow the steps below to assign a role level permission -
Open a new tab and scroll down to Platform Modules.
Click All Settings within Settings.
On the Platform Settings window, select Workspace Roles or Global Roles within Manage Workspace or Manage Customer, respectively.
In the top right corner of the Roles (Settings) window, click Create Role. To learn more about creating a role, see Add a Role.
On the Add Role window, under Select Permissions, search and select Strategy Group permissions and click Save in the bottom right corner. For more information, see Strategy Group Permissions — Examples.
All - If you select this, all the permissions will be granted.
View - Allows users to apply Strategy Groups to various entities.
Create All - Allows users to create Strategy Groups using either/all of the optimizations in Ads Manager and Ads Composer.
Create Pacing Control - Allows users to create a Strategy Group with Pacing Control optimization.
Create Stop Loss - Allows users to create a Strategy Group with Stop Loss optimization.
Create Smart Budget Allocation - Allows users to create a Strategy Group with Smart Budget optimization.
Create Smart Bidding - Allows users to create a Strategy Group with Smart Bidding optimization.
Create Ad Rotation - Allows users to create a Strategy Group with Ad Rotation optimization.
To Create a Strategy Group
Click the New Tab icon. Under the Sprinklr Marketing (Ads) tab, click Ads Manager within Analyze.
On the Ads Manager window, click Strategy Groups in the top right corner of the section bar.
Click Create Strategy Group in the top right corner of the Strategy Group window.
In the New Strategy Group pane to the right, provide the Basic Details for your Strategy Group. For more information, see Strategy Group — Field Description.
Click Create Strategy in the bottom right corner of the pane.
Strategy Group Permissions — Examples
If | Enable |
You want to create and apply Strategy Groups on your Ads | View + Create All |
You want to create and apply only Pacing Control optimization on your Ads | View + Create Pacing Control |
You want to create and apply only Smart Budget optimization on your Ads | View + Create Smart Budget Allocation |
Strategy Group — Field Description
Term | Description |
Basic Details | |
Strategy Group Name | Enter the name of your strategy group. |
Channel
| Select from the following channels: Facebook, Twitter, LinkedIn, Snapchat, Pinterest, LINE, Google (only Pacing Control), TikTok.
|
Time Zone | Select your strategy group time zone. |
Currency | Select a currency from the drop-down menu. |
Optimization Details | |
Automatic reallocation of budget to maximize conversion and minimize CPA. | |
Automatic optimization of manual bids to minimize CPA. | |
View spend pacing insights and control your spend. | |
Evaluate and pause ads that are exceeding your target CPA. | |
Rotate ads evenly or based on the performance of each Ad Set. | |
Optimization Metric | Select a metric that you wish will maximize your goal. |
Target CPA/Target ROAS |
|
Notification Settings - Select Users / Users Groups who will receive notifications related to Strategy Group. | |
Visible in all workspaces | Select to make the strategy group globally visible to all workspaces. |
Workspaces | Select the desired workspace(s) you want the strategy group to be visible in. |
View Globally | Select to make the strategy group globally visible to all users/users groups. |
Users / Users Groups | Select the desired user(s)/users group(s) you want the strategy group to be visible for. |