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Rules & Optimisation

What are Rules in RedTrack?

Rules functionality allows you to automate the campaign optimization process. After you set the conditions, RedTrack starts checking your reports and campaign performance by multiple metrics. When the reported data matches the criteria you have set in the conditions, the rule executes an action: pausing a campaign/one of the campaign elements or redistributing the traffic weight within your campaign.

Rules functionality is available starting from the Pro subscription.

Algorithm for rule creation:

1. Add such essential elements as Traffic channel, RT Campaign, and a certain Rule object (Campaign, Adset, Creative, etc.).

Availability of Rule objects depends on the Traffic channel. Go to this article to see the dependence between traffic channel and rule object.

2. Set a Condition (or several conditions) and Action which should happen to the Rule object within this rule once this condition (or multiple conditions if that’s the case) is met.

By Action we mean the actual types of rules: Pause, Pause & Restart, Scale, Schedule. The type of Action/rule you can choose depends on the Traffic channel. Go to this article to see which types of Action/rules are available for which Traffic channels.

3. Add the rest of the elements:

  • how you want to be notified when a certain action is fulfilled: email or webhook;
  • decide if you need to apply Multiple executions toggle;
  • set the frequency of Rule check;
  • add the Title.

How to create a Rule in RT?

1. On the main RedTrack menu go to Automated rules → New:

2. Fill in the fields in the pop-up window → press Save and Activate:

Values from the screenshot explained

3. As a result of the applied rules you will get the following:

   ✓ When the data matches the criteria you set, the campaign/placement/creative will be paused in your traffic source account and you will not lose the money for non-converting traffic.
   ✓ Every five minutes the rules will analyze the data.
   ✓ Extended integrations also take your cost data from your traffic source account so you do not need to worry about cost updates as well.

For non-integrated sources (either a regular template or custom traffic channel) only partial campaign optimization is available. RedTrack will not be able to pause anything on the traffic source side but you can still set the rule and when the rule is met, the system will either fire the mail or webhook notification.

Working with Rules: edit, pause, logs

Once the rule is created, you can:

To filter rule(s) by certain campaigns go to Automated rules → choose the campaign from the drop-down → Apply:

To edit/pause/check out the logs for certain rule navigate with your mouse to the corresponding icon next to the needed rule:

Once the rule is applied and the Campaign has been paused only you can make the Campaign active again by pressing the Start rule icon next to the rule:

In the column Action you can also see which type of action (notification, pause, pause&restart, etc.) was applied to each created rule: