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Rule Engine is a powerful tool that allows you to create optimizations to make bulk changes to your Meta Ads and LinkedIn Ads accounts. From adjusting daily budgets and pausing non-converting ads to generating reports for disapproved ads, it empowers you to manage campaigns efficiently. These are just a few examples – Its flexibility goes beyond these examples, letting you customize rules to fit your unique PPC needs.

The tool will provide suggestions that can be reviewed and applied immediately, and the process can also be automated to save you time by running the strategies on a schedule.

To get the most out of the Rule Engine, it’s helpful to understand a few key concepts that guide its functionality. These will assist you in organizing, constructing, and applying rules effectively:

For example, you could have a strategy to pause non-converting ads. Within it, you'll have a rule to find non-converting ads, where the condition will analyze the ads that had no conversions (Results, for Meta Ads), and if an ad matches the condition, the action will be to pause it.

In the Rule Engine page, you'll find the options to add a strategy, either pre-built or custom, or copy an existing one from other portfolios.

Once strategies have been saved, they'll appear on a table indicating their ID, name, scope, modification date, its automation status, and a direct access to the suggestions. On the right hand side, below the Actions column, there are options to edit, duplicate, delete, and convert the strategies to global, making them available in all the existing portfolios.

The Rule Engine in Optmyzr for Social includes some pre-configured strategies designed for immediate use. Choose a strategy based on your specific goal—whether it’s managing daily budgets, monitoring and alerting, or reducing costs.

After selecting a pre-built strategy, click ‘View Suggestions’ to review the results before applying any actions, or click ‘View/Edit Strategy’ to review and customize the strategy to better fit your needs.

The first step is to choose the scope on which the strategy should run and what it should analyze.

Once you have selected your desired scope, you'll see a list of the available actions to apply. Click 'Create Strategy' to create. You can also select one of the pre-built strategies displayed at the bottom.

Then, you need to give the strategy a name. We recommend using a friendly one that lets you identify what the strategy does.

By default, the strategy will analyze all the items under the selected scope, but it is possible to set pre-filters for the campaign, ad set or ad status, and platform.

If no pre-filters are needed, you can start defining the rules and the metrics to be analyzed as part of the conditions.

On the top right corner, under View Suggestions, you'll find the 'Settings' drop-down menu to create custom variables, custom date ranges, add external data, key-value pairs, and add external list data.

At this level, you can create simple conditions that analyze one metric, like finding ad sets that have had impressions and clicks, or you can create complex rules that use formulas.

When the strategy is designed to have more than one rule, we recommend adding a friendly name to it.

To help get you started, we added a sample rule to your strategy. You can edit, copy or delete the conditions and actions by clicking on them.

When setting a rule's actions, it's important to account for platform-specific metrics and their implications. Metrics and actions tied to a specific platform are marked with the platform’s logo, making it easy to identify them.

If a platform-specific metric is included in a rule’s conditions, the action will apply only to that platform—even if actions for another platform are included. For example, if the condition is "LinkedIn Conversions greater than 0", the rule will execute only the LinkedIn-specific actions, ignoring any Meta-specific actions within the same rule.

To ensure logical consistency and predictable behavior, we recommend keeping platform-specific conditions and actions aligned within the same rule. If you want actions for both LinkedIn and Meta, consider creating separate rules for each platform.

It's possible to preview the results from a strategy by clicking 'View suggestions' on the top right corner. No actions will be applied at this point.

Previewing the suggestions will allow you to assess if your strategy is providing the expected results and, in the case of reporting strategies, if it's showing the required information.

In the Suggestions Analysis section, you'll see the detail of the elements that matched the rules, and the data associated with them. You can click 'View Details' to see how the suggestions were filtered by the different rules and conditions.

Note: The ‘Apply Suggestions’ button will be grayed out if all the actions in the strategy are set to ‘Include in Report’. Setting at least one action to an apply type, such as ‘Pause Ad’ or ‘Modify Budget’, will enable the button and allow you to apply the suggestions to your ad platforms.

On the landing page of Rule Engine, you will see a list of all the strategies you’ve created. You can automate a strategy or edit its automation schedule by clicking on the button under the 'Automation Status' column, or from the suggestions page of the strategy.

This will open a side panel with the schedule details for you to review. This includes the account name, account ID, account email, strategy name, and ID.

The scheduling options are Daily, Weekly, and Monthly, and you can choose the day of the week or date of the month, and then a time slot for it to run.

You have the option to apply the changes or just add the suggestions to your alerts, and send notifications to multiple emails.

When you export the results to a Google Spreadsheet, you are required to enter the URL of the spreadsheet where the suggestions should be put. The suggestions get overwritten with every automated run of the strategy.