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.
- This feature is available starting from the Pro subscription.
- Tab Rules is still in the beta-version mode. Lots of minor and significant features are in the process of adjustment. Feel free to send your suggestions to email@example.com.
Here is the 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 channels and Rule objects.
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.
For more information on each chosen element go to the part how to create a rule in RT-> step 2.
How to create a Rule in RT?
1. On the main RedTrack menu go to the tab Rules-> New:
2. Fill in the fields in the pop-up window and press Save and Activate:
Expand to see how to fill in the fields in the Rule
(1) From the “Traffic channels” drop-down you should choose the needed traffic source.
Mind that in order to be chosen this Traffic channel needs to be added to your RedTrack account first, otherwise, you may not find the needed option in this drop-down.
(2) From the “RedTrack Campaigns” drop-down you should choose the Campaigns where you want to apply this rule. You can work with this field in different ways:
◊ Although it’s possible to set the rules for several campaigns using the same Traffic channel, possibility of multiple campaigns is unavailable for Legacy subscription plans.
◊ Options in the drop-down of the “RedTrack campaigns” field will appear only after you select the “Traffic channel”. These two fields absolutely depend on each other, as you can only see the Campaigns where the selected Traffic channel is present. Thus:
- if you leave the field “Traffic channels” empty, you’ll have no options in the drop-down of the “RedTrack campaigns” field;
- selecting one Traffic channel and trying to find in the drop-down of the “RedTrack campaigns” field campaigns with another Traffic channel is impossible:
⇒ correct example: you choose Facebook in “Traffic channels” drop-down->you find all the campaigns with Facebook traffic source in “Redtrack campaigns” drop-down.
⇒ incorrect example: You choose Google Ads in “Traffic channels” drop-down-> you want to find some campaign with Facebook traffic source in in “Redtrack campaigns” drop-down->it’s impossible, as you can only see campaigns with the previously chosen Facebook traffic source in the field “Traffic channels”).
(3) In “Rule object” you choose the targeted value for the rule application.
(4) The actual condition, according to which this rule will work out.
(5) Press “+Add condition” if you want to add more than 1 condition. You can add up to 5 conditions simultaneously.
- All the added conditions will work at the same time. To set up conditions that exclude each other please create a new rule;
- Rules with multiple conditions will be triggered only if all conditions are met. If one condition is met and the other is not, the rule will not work;
- Multiple conditions are available for Trial, Advanced, Team, Enterprise, Grow, Scale, Prevail, and Custom subscriptions, as well as for all clients with automation + /++/+++ regardless of their subscriptions.
(6) From the “Action” drop-down you choose what needs to be done when the rule is applied:
The type of the rule (Pause, Pause&Restart etc.) depends on the chosen Traffic channel. Please check this article to see if your Traffic channel is eligible for the needed type of rule.
(7) In “Notification” you choose how you want to be notified about the processed rule: by email or via webhook.
You can add multiple webhooks (up to 10). Nevertheless, this possibility is not available for legacy plans.
(8) In the “Email” field you specify the e-mails where the notification should come to
As a rule, this field allows containing more than 1 email. Nevertheless, possibility of multiple emails is not available for users on the following subscription plans: Trial, Legacy.
(9) You should turn on the “Multiple executions” toggle in case you want to allow multiple blocking and notifications for each “Rule object”. It works as follows:
- toggle is switched on:
once the condition(s) is met and the rule has worked, this same rule will work again once the set condition is met. This will happen as many times as needed up until the client decides to either pause the rule or delete it.
- toggle is switched off:
once the condition(s) is met and the rule has worked, this rule will no longer work. Meaning, it’s useless even if the set condition is met again and may as well be deleted.
It means that when CR is less than 20 for every 100 clicks, Facebook Campaign will be paused and you will be notified about it via email firstname.lastname@example.org. Since the “Multiple executions” toggle is switched on, this rule will work as many times as needed before you decide to either pause or delete it. Every 30 minutes the system will check if the condition is met and the rule will work again if it’s met.
(10) Choose from the drop-down the Frequency of the rule check.
(11) In the “Title” field give your rule the name to distinguish it from others.
(12) To apply the rule press the button “Save and activate”.
Your Rule’s setting is as follows:
What it means:
If the ROI for your campaign is less than 100% for every 100$ of your ad spend, RedTrack can pause that campaign or send you an email notification to the address you’ve set (in the example it’s email@example.com)
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:
4. Access it by going to the Rules section (the same way as described in Step 1 of the instruction above)-> filter the needed rule(a) by Campaign:
5. Once the filter is applied, you’ll see the rule with its main characteristics-> navigate your mouse to this rule-> press the needed icon to Edit, check Logs or Pause this 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:
6. In the column “Action” you can also see which type of action (notification, pause, pause&restart, etc.) was applied to each created rule: