How to Optimize Ads based on Performance using Paid Rules

Updated 

This article will show you an example of setting up a Rule to monitor the performance of Facebook Engagement campaign. For more details of Paid Rule Use Cases, see here.

  1. Go to Sprinklr Marketing (Ads) > Optimization > Manage Rules > Customer > Paid > Create New Rule

  2. Firstly, we want to only look at campaigns with the Facebook Engagement objective, so add a condition to start. Under "Conditions Applies To Common Properties", select [Objective] Is [Page Post Engagement].

  3. It doesn't amke sense to optimize campaigns that have only just started spending, so also add a parameter for that. Under "Conditions Applies To Metric Properties of the Ad Variants", select [Spent] Greater than [99]. Alternatively, type in the required number and press enter.

  4. This will filter for the appropriate campaigns. Next, let's check for ads with a high cost per engagement. Add a new condition from the Yes branch of the previous one, then under "Conditions Applies To Metric Properties of the Ad Variants", select "Facebook Cost Per Post Engagement" Greater than [5] (or whatever CPE is your maximum allowed).

  5. Let's pause such ads. On the Yes branch, add an action where "Actions To Control Properties of Ad Variants" is [Pause Ad].

  6. Some ads may be doing well though and we may wish to encourage them. On the No branch of the CPE > 5 condition, add a similar condition where CPE < 0.1, or under whatever target CPE you have.

  7. On the Yes branch of this condition, you can add an action to:

    1. increase the daily budget (Actions To Control Properties of Ad Sets > [Daily Budget] Increment Percent by [1%])

    2. or send a notification (Actions To Control the Approval Properties of the entities and/or send emails > Send Email Notofication > Select Users and / or User Groups and add a subject)

  8. If you don't want the rule to apply to all of your facebook engagement ads, for example if you wish to test the rule on a selection of ads first, then additional filters can be applied in the first condition. The standard environment setup comes with a Custom Field called "Eligible for Auto Boosting / Paid Rules?", which can be applied to Paid Initiatives (and Outbound Posts) and then used as a filter in Paid (and Auto Boost) Rules. If you use this field, apply the Paid Initiatives you want to test with the "Performance" tag, so that they will be picked up by performance-based optimization Rules.

  9. The resulting Rule should look like this:

Note: If increasing the budget, this will happen by default only once a day. See here for more information.

  • If you increase/decrease the budget at the Ad Set level, you must increase/decrease the budget at the Campaign level by a similar amount as it acts as a cap and if the campaign budget is limited, the ad set budget will not increase.

  • If you wish to optimize your ad campaigns based on certain metrics, such as CPC, it is recommended that you analyse your historical campaigns to figure out what the typical distributions of your KPIs are by brand, country, channel, etc., then use these in the conditions identifying high and low CPC.

  • Every Condition and Action should have a unique name.

  • If you want to perform an action based on the fulfillment of multiple conditions (let's say perform action E if all the conditions A, B, C, and D are met) and you wish to perform an action F otherwise, you must ensure to put one of the conditions separately, else you might end up performing action F for more than required instances.

    • For example, in the image below, the user wishes to increase the budget of ad sets belonging to a specific account and campaign and have an engagement rate greater than 1.67. With this structure, the budget will increase when all 4 conditions are met. But, for all the other cases, the other action (i.e. Pause Ad Set) will get performed. This rule will pause the ad sets for all accounts other than the one specified. It will also pause the Ad Sets of Campaigns other than the one specified.

      Tip: It is recommended to refrain from using an Exact match on the Paid Initiative name, since the rule would only apply to one campaign, negating all scalability.