NOTE: RTX Platform’s rule-based optimization is currently in Beta. We’ll notify all advertisers when the feature is publicly released!
With rule-based optimization, you can automate aspects of your daily optimization including editing target bids and statuses. Creating custom optimization rules not only saves you time and money, but helps you to exceed your CPA goals.
Creating a rule
1. Sign in to your RTX Platform account and click Pops, then Rules.
2. Click the blue CREATE A RULE button.
3. Select the type of rule you would like to create from the Rule dropdown. You can choose from Change Target Bid to % of EPV, Change Target Big to New CPV, Activate Target, Pause Target, Add Domain to Blacklist, Remove Domain from Blacklist, Add Sub-ID to Blacklist, and Remove Sub-ID from Blacklist.
4. Type in a Name for your Rule
NOTE: Once you select a rule type, the Rule Conditions and Campaign Assignment section will display.
5. Set your rule's conditions under Rule Conditions
- First, you'll have to set conditions for the specific rule you selected which may include inputting ROI Percentage, Spend amount, and/or Conversion number for whatever the rule is evaluating (target, domain, or sub-ID). NOTE: ROI is defined as (Profit/Spend)*100
- For rules that involve adding a target to the blacklist, you’ll also have to select an Expiration which will determine how many days a target will remain on the blacklist before it's removed for retesting. TIP: We suggest setting the Expiration to 30 days. As a best practice, you should be retesting targets frequently as performance can change over time. Targets will be added back to the blacklist if they meet the conditions of the rule again.
- For the Change Target Bid to % of EPV rule, you’ll need to input what percent of EPV (Earnings Per View) a target’s bid should be set to if the rule's conditions are met, as well as setting a min bid and a max bid that you would allow the CPV to be set to. NOTE: EPV is defined as Conv. Value / Impr.
- For the Change Target Bid to New CPV rule, you’ll need to input what you'd like your new bid to be set to if your EPV falls within the range of you set.
- You will have to set Time Frame, which determines what data is considered when the rule runs, and Frequency, that determines how often the rule runs, for each rule you create. NOTE: For Time Frame, last 1 day = last 24 hours at the time the rule runs, last 2 days = last 48 hours at the time the rule runs, etc.
- Indicate whether you would like this rule to be automatically added to any campaign where you have Rules enabled by checking the Default Rule checkbox. If you make this rule a default rule, it will be added to any campaigns where you currently have Rules enabled, and any campaigns where you enable Rules in the future. TIP: You can remove a rule from a campaign by clicking the x next to the rule’s name on a campaign’s settings page, and then saving your changes.
NOTE: For the Add Domain to Blacklist rule, all subdomains will be considered when the rule runs. If you're using Reporting, be sure to run a report using the Full Domain dimension. The Domain dimension will only report on root domains.
6. Assign your new rule to campaigns under Campaign Assignment (optional)
- You can enable Rules and assign the rule to campaigns upon rule creation, or do it later in campaign settings. Eligible campaigns are listed under Available Campaigns. You can select the + next to a campaign (or Select All!) to move it over to Selected Campaigns. Please note that if you checked Default Rule earlier, and you have campaigns with Rules enabled, the rule will be applied to those campaigns even if you don't explicitly select those campaigns in this step. NOTE: You can only apply a rule to a campaign that has a pixel installed and a default conversion amount entered. If you’re not seeing a campaign, ensure you have a pixel assigned and have input a conversion amount on your campaign’s settings page. Any campaigns that have rules enabled won’t be eligible for Blackballer.
7. When you have finished creating your rule, click SAVE RULE. This will save the rule, enable Rules for and assign this rule to any applicable campaigns, and bring you back to the Rules page which will display your newly created rule.
Managing your rules from the Rules page
You can create a new rule or manage existing rules all from the Rules page. You can get to this page by signing in to your RTX Platform account and clicking Pops, and then Rules.
The table on the Rules page lists each of your created rules and includes each rule’s status (active, paused, or archived), name, rule type, if you’d checked to make the rule a default rule, number of campaigns each rule is assigned to, and additional Options.
Under Options, you can select Rule Settings to be brought to a rule’s settings page where you can make edits to the rule, or you can select View & Assign Campaigns to view the campaigns a rule is currently assigned to and to assign it to additional eligible campaigns. You can select the + next to a campaign (or Select All!) to move a campaign over to Selected Campaigns. Once you click the save button, it will enable Rules and assign that rule to each applicable campaign. NOTE: You can only apply a rule to a campaign that has a pixel installed and a default conversion amount entered. If you’re not seeing a campaign, ensure you have a pixel assigned and have input a conversion amount on your campaign’s settings page. Any campaigns that have rules enabled won’t be eligible for Blackballer.
Enabling Rules from a campaign's settings page
You can also enable rules (and create new rules) on a campaign setting’s page when creating a new campaign or editing an existing campaign.
To enable rules from a campaign’s settings page, scroll down to the Revenue Tracking section, assign and install a pixel, input a default conversion amount, and select the radio button for Rules. If you have any default rules, the default rules will automatically be added to the campaign when you enable rules, but you can delete a rule by clicking the “x” next to it. You can also click into the box to add any additional active or paused rules, or to create a new rule. Once everything is complete, click the SAVE CAMPAIGN button!
NOTE: If you create a new rule and mark it as a default rule, it will be applied to this campaign, all campaigns where you currently have Rules enabled, and any campaigns where you enable Rules in the future once you save the new rule.
NOTE: For each campaign where a rule is assigned, a conversion must have been fired in the last 30 days in order for the rule to run.
Rule-based optimization tips
- On each campaign’s Targets page, you’ll notice two new columns: Rules Adjusted Status and Rules Adjusted CPV. If “Yes” appears in either of those columns, it means that the target’s status or bid was last updated automatically by a rule you created.
- On the blacklists for your campaigns, you'll notice two new columns: Blacklisted Automatically and Expiration Date. The Blacklisted Automatically column will display a “Yes” if a target was blacklisted either by Blackballer or by rules you’ve created. Expiration Date will show the date the target will be taken off the blacklist for retesting (if applicable). A date will show in the column if you created an Add Domain to Blacklist or Add Sub-ID to Blacklist rule and set an Expiration. NOTE: You can delete a target from the blacklist and adjust your Blackballer settings or your rules to avoid the target automatically adding to the blacklist again.
- Retest, retest, retest! Rules can only reactivate targets that a rule has paused, or take targets off the blacklist that a rule has blacklisted. If you've manually paused or archived a target, or you've manually added a target to the blacklist, rules will not reactivate it. Before enabling Rules, make sure to enable any paused or archived targets, and remove any targets from your blacklists, in order to retest them - They'll be paused or re-added again if rule conditions are met! It's important to continue to manually reactivate targets after enabling rules as well. Even if you create rules involving activating targets or removing targets from the blacklist, those rules can only apply if there is spend on your targets for the set time frame and delayed conversions come in. TIP: For rules that involve adding a target to the blacklist, we suggest setting a 30-day Expiration when creating the rule.
- Consistently add new targets to your campaigns and create rules to automatically adjust their bids and statuses.
- Don't set your spend condition too low. You want to make sure that your targets have enough impressions and data before any action is taken on them, especially being paused or added to the blacklist.