Voluum Documentation

(Beta Version) Auto-Rules

Danger

Auto Rules in Beta: The Auto Rules feature is currently under development and may change in the future.

Auto-rules is a feature that allows you to automate your optimization process and save countless hours of manual work. With it, you simply set up the condition(s) and our system starts constantly checking and pausing underperforming elements based on the defined criteria in the condition(s).

Table of Contents:

How It Works

Auto-rules is a feature that is defined by specific condition(s). When running, it analyses one of several reporting dimensions and its metrics, using them as criteria for triggering a predefined action. When the reported data matches criteria set in a condition(s) in a defined date range, the auto-rule executes this action.

You can apply up to 6 auto-rules per campaign and use the same Auto-rule in several campaigns.

I. Creating an Auto-Rule

In order to create an auto-rule that you would like to use in your campaign, perform the following steps:

  1. In Voluum, go to the Auto rules tab. The Auto-rules view will appear.

  2. Click the New auto-rule button. The New auto-rule form will appear.

    autorules_tab.png

  3. Select the specific reporting dimension to which the rule will be applied by selecting an entry from the drop-down menu. Voluum DSP gives you the opportunity to apply the rule to:

    • Widget IDs

    • Sites

    • Creatives

    • Apps

    • OSs

    • OS versions

    • Browsers

    • Browser versions

    • Ad Exchanges

  4. Select an action type that will be executed. In the beta version, the rule will automatically pause the underperforming elements.

  5. Define a condition or conditions. You can define the conditions which need to be met in order to enable certain action defined by the auto-rule. You can use up to two conditions in one auto-rule. Note that in this case, the auto-rule will be applied accordingly only if BOTH conditions are met. To add a second condition, click the Add condition button.

    1. In a given condition, select a metric that will be used as a criterion by selecting the correct entry from the first drop-down menu. You have the following metrics available:

      • CPV

      • eCPA

      • iCTR

      • CTR

      • Impressions numbers

      • Visits numbers

      • Clicks numbers

      • Conversions numbers

      • Cost

      • Revenue

      • Profit

      • ROI

      • eCPM

      • CV

      • CR

    2. Use the second drop-down menu to define a logical operator. You have three options to select:

      • Is greater than

      • Is less than

      • Equals

    3. Provide a metric value to use as a criterion in a condition.

  6. Select a time range that will be used to analyze the recorded data by selecting an option from the Data time range drop-down menu. You have the following options available:

    • Last 1 hour

    • Last 3 hours

    • Last 12 hours

    • Last 24 hours

    • Last 3 days

    • Last 7 days

  7. In the Frequency drop-down menu select how often this rule should be launched. You have the following options available:

    • 5 minutes (default for 1 hour time range)

    • 15 minutes (default for 3 hour time range)

    • 1 hour (default for 24 hour time range)

    • 3 hours (optional for 24 hour time range)

    • 12 hours (default for 3 day time range)

    • 24 hours (default for 7 day time range or optional for 3 day time range)

    Note that the frequency setting depends on the selected time range. To analyze the reasonable amount of data, Voluum will automatically adjust the best frequency to the Data time range defined in the previous step. You can change the frequency for the 24 hour data time range from 1 hour to 3 hours.

  8. Click the Save button.

    new_autorule.png

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Example:

Let's say we created a new auto-rule with the following options:

  • Apply rule to: Sites

  • Action: Pause

  • Conditions (2):

    • When impressions is greater than 100,000

      AND

    • When conversions is less than 10

  • Time range: last 12 hours

  • Frequency: 1 hour

In this case, every hour the rule will analyze the data gathered during last 12 hours. It will evaluate each element in the Sites report, checking numbers of impressions and conversions for each Site. When BOTH conditions are met for specific Sites, the rule will be applied to those sites and pause them.

II. Applying an Auto-Rule to a Campaign

The rule you created can be applied to the new or edited campaign. In order to apply an auto-rule to a campaign, perform the following steps:

  1. In Voluum, go to the Campaigns tab. The Campaigns view will appear.

  2. Create a new campaign or edit an existing one.

  3. In the New campaign or Edit campaign form go to the Targeting tab.

  4. Scroll down to the Optimization section and select the auto-rule you created from the Auto rules drop-down menu.

    select_autorule.png

  5. The selected rule will appear in the field.

    autorule_selected.png

  6. Save the campaign by clicking the Save button.

III. Managing Auto-Rules

Created auto-rules

All the created auto-rules can be found in the Auto-rules tab. In that tab you can:

  • View all created auto-rules.

  • Delete, edit or duplicate selected auto-rules by clicking appropriate buttons

Executed actions

All changes to campaign status executed by auto-rules can be found in the Bid adjustments  report category. To navigate there, perform the following steps:

  1. In Voluum, go to the Campaigns tab. The Campaigns view will appear.

  2. Create a specific report for a given campaign by selecting it and clicking the Report button.

  3. Go to the Bid adjustments tab.

  4. In the Created by column, you will be able to see which adjustments have been done by the auto-rules - Auto-rule, and manually - Client.

    bid_adjustements.png

Frequently Asked Questions

Have more questions? You might find the answers below:

In this section: