In this article, we will break down each component of AdCopy's Automations feature to show you how to set up, customize, and monitor automations for maximum impact.
What are AdCopy Automations?
AdCopy Automations lets users predefine tasks and conditions that automatically adjust campaign elements based on real time performance metrics. By automating repetitive or time-sensitive actions, users can focus on strategy leaving much of the manual management to the system.
How can I create an Automation?
We made this part easy for you! You can create an automation in a few steps. This guide will walk you through each step to set up and customize automations for your campaigns.
Step 1 - Creating an automation
Navigate to Automations: In the top navigation bar, click on Automations button and click +Create.
Step 2 - Automation configuration
Name the automation: This name is only for internal purposes and your own reference. You will be able to find it easily with a search option.
Assign the level of automation: Choose whether the automation will apply at the Campaign, Ad Set, or Ad level. This will determine where your conditions and actions take effect. For instance, pausing your entire campaign vs. pausing a single ad.
Select the campaigns: While not required for setting up, you can assign automation to specific campaigns here. You can leave this field blank and assign the campaigns later on.
Step 3 - Set conditions
Define conditions that will trigger actions based on performance data. Currently, AdCopy supports conditions based on:
Spend
Cost per result
Purchase ROAS
These conditions can be higher than, less than, or equal to the defined amount.
By clicking on the + button, you can add a second and third condition but in total, there can be only one trigger per condition.
Step 4 - Choose actions
Action: For now, the only action you can select is to pause the campaign. More actions to come with our updates!
Note: This will pause the entire campaign. It cannot be applied to the ad set or ad level.
Outage Action: This is a failsafe mechanism for your automation(s) to manage unexpected outages from Meta’s API that are out of our control.
You can select one of the following options:
Pause: This action temporarily pauses the selected campaign, ad set, or ads when the connection to Meta is lost. This prevents spending on ads that may not be tracking performance accurately due to the outage. You can resume this manually.
Keep Campaign Active: The campaign covered with automation will keep running but triggers and conditions set previously won't take effect until the connection with Meta is re-established.
Pause and Resume: This is the default and recommended setting. In this scenario, in a case when the connection between AdCopy and Meta is interrupted, your campaign will be paused but resumed upon the connection being re-established.
Step 4 - Set automation schedule
In this final step, set how often the automation should run and select a data range.
Frequency: Defines how often AdCopy will run the automation. It can be set to run every 5 minutes, one hour, every 12 hours, and daily.
Time Range: The period the platform will analyze to apply the conditions. It can be set up to last 30 days or a lifetime range. This is the important part! The longer the range selected, the more aggregated data is taken into account. For instance, ad spending in the last two days can be slightly below the limit you set, but the last seven days could be much higher and this is where you might want to pause the campaign.
Step 5 - Finalizing and managing automation
After configuring the settings, click Create to complete your automation setup. Your automation will now appear on the Automations home page, where you can do the following:
Toggle On/Off: Enable or disable the automation at any time.
Edit, Delete, or View: Use the Actions dropdown menu to modify settings, remove the automation, or review campaigns affected by it.
