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Automating a Strategy

On the Rule Engine’s main page, you will see a list of all the strategies you’ve created. Press on the strategy's name, and on the options go to Preview Suggestions. You can also access the suggestions preview from the strategy's rule editor.

Preview Suggestions

On the preview page, you'll find an overview of the suggested changes, with details for the actions to be taken and which of the rules in the strategy each item matched to. On the top right corner you'll find three action buttons: Send Email, Automate, and Apply.

Schedule and Configure the Automation

Pressing on the Automate button will prompt a confirmation box with the final details for you to review. This includes the Account ID, Account Name, and Account Email for the strategy.

The scheduling options are Daily, Weekly, and Monthly, you can choose the date of the month for the strategy to be run, and the time slot for it to run.

The automation schedules have 3-hour time slots where you can set the automation to run. As this process depends on factors like server availability, the number of operations in the Google Ads queue, etc., there can't be one specific time defined, and that's why we work on three-hour slots.

You don't have to worry about the automation as the system keeps checking regularly and if something fails, we are notified.

Automation Options

There are four different automation options that give you different levels of control. You can choose one or more options while setting up the automation.

Send Notifications - When this option is selected, it will send you an email with a list of the suggestions in a CSV. You only get an email when there are suggestions even if the automation runs every day.

You get the option to enter the email addresses that should be notified when you select this option. Even if the action in the Rule Engine strategy is set to make changes, selecting this option will not make any changes and will only notify you over email.

It is a great way to start automating optimization strategies because you can review the suggestions before changes are applied.

Export result to Google Spreadsheet - This lets you write the suggestions generated in a Google Spreadsheet. When you select this option, you are required to enter the URL of the spreadsheet that the suggestions should be put.

The suggestions get overwritten with every automated run of the strategy. To enable us to write to the spreadsheet you need to share it with the email rule-engine@optmyzr-automation.iam.gserviceaccount.com.

Apply Changes - This will automatically apply the changes if the action selected in the Rule Engine strategy is to apply changes. If the action selected in the strategy is to only 'include in the report', no changes will be applied even if this option is selected.
Add to Alerts - This option will generate an alert whenever there are new results available in your Rule Engine strategy.

Automation - Adding Alerts

This option will automatically generate an alert and send it to your 'My Alerts' page in Optmyzr when there are suggestions available. It is a great way to get notified when suggestions are available based on your own custom strategy.

This feature also supports sending these alerts directly to Slack. This will send notifications to the account owner and every team member that has marked the account as a favorite. You can see all the alerts under the "Active Alerts" section.

The following members will be notified and will be able to see it as part of their alerts:

Users who own the account for which the alert was added
Parent users
Users who starred account

You can read more about the Slack integration for alerts here.

Automation Schedules and History