Auto Optimize

💡This article will introduce the details of Smart Assistant rule creation, rule management, and rule review system to show you how to fully utilize the Smart Assistant for 24/7 AI intelligent monitoring and easily achieve automated advertising management.

I. Create Rule

1. Click on "Create Rule"

💡 Select "Smart Assistant" -> "Auto Optimize" and click on "Create Rule" to enter the rule creation page.

2. Select the existing template after filtering "channels" and "objects" to enable monitoring

3. Set Conditions

💡 Set conditions for the monitoring object. In the "Filter" and "Filter by Metrics" sections, you can combine delivery and MMP data to set rules based on data such as ROAS, LTV, retention, etc. Each metric can be individually set with a time range to specify the scope of the rule. When all conditions in the metric group are met, the rule will be triggered and actions will be executed.

4. Set Actions to Execute

💡 After the rule is triggered, the Smart Assistant supports four types of actions:

* Supported actions vary from different monitoring objects in different channels (see the appendix for details)

💡Execution Frequency: For example, if you choose 24h, even if the system detects the same condition multiple times, it will only trigger the action once every 24 hours.

5. Set Schedule

💡 Support customizing the schedule of the Smart Assistant rule. You can customize or adjust Frequency of the rule according to your delivery habits and needs to achieve better advertising effectiveness.

•Choose your Time zone

•Select Time Range: Continuously/Custom

•Set Frequency: choose Hourly/Daily/Weekly/Custom run at the ___

6. Complete Rule Creation

II. Rule Management

1. Edit, Copy, Delete Rules

• Log: Click "Log" to  view the objects that trigger this rule and their operation results within the specified time.
• Edit: Click "Edit" to modify the current rule.
• Copy: Click "Copy" to quickly duplicate a new rule.
• Delete: Click "Delete" to delete the current rule.

2. View Execute Record of Rules: Tools -> Task Center -> Smart Assistant

💡 You can view the Execute Records of AI rules to understand the specific information of each rule, such as Data Detail, Result Info, Action Time ect.

3. View and Operate All Rules within the Team: Tools -> Task Center -> Smart Assistant

💡 Administrative personnel (Admin/ Media Buy Manager) can efficiently manage rules within the team by filtering and viewing them, allowing for swift operations such as editing, copying, deleting, enabling/disabling, and more. This streamlined process saves time and effort, eliminating the need to handle each rule individually

*If a user is deleted, the AI rules created by that user will also be removed.

III. AI Rule Review

💡 To ensure the integrity of users' advertising strategies and mitigate potential errors and risks, we have implemented an AI rule review system in Smart Assistant. Only rules that have successfully passed the review will be executed by the Smart Assistant service, guaranteeing the effective implementation of the rules.

Review Status: Pending Review/ Approved/ Disapproved

1. Process：

2. How to check the status of rules/reasons for disapprove: Smart Assistant -> Auto Optimize

IV. AI Rule Number Limits

💡To ensure efficiency and stability, we have set limits on the number of AI rules.

Please be mindful of the rule quantity limit and appropriately manage and configure the number of rules based on your needs and optimization strategies to maximize the effectiveness of the Smart Assistant

1. How to view current rule quantity and the quantity limit: Tools -> Smart Assistant

*After reaching the maximum, you cannot create or copy additional rules. Please contact your operations manager for expansion.

V. Use Cases

① Automatically Pause Low ROAS Ad Sets

•Select "Channels": Facebook

•Select "Objects": Ad Sets

• Set "Filter by Metrics": Cost > 100 + ROAS 0 < 20%

• Set "Actions": Send Notification -> Email

• Set "Schedule": Daily run at 8:00, 18:00, 00:00

💡Under this rule, during the three time periods each day, the Smart Assistant will monitor the performance of the specified Facebook ad groups. When cost is more than 100 USD and ROAS is less than 20%, you will receive an email notification, and the Ad group will be automatically paused.

du*For reference only. Please customize the rule according to your own needs.

② Automatically Optimize Mintegral Sub-Channels

•Select "Channels": Mintegral

•Select "Objects": Offer+Area+Subsource

•Set "Filter by Metrics": Cost > 100 + ROAS 0 > 20%

• Set "Actions": ① Send Notification -> Email ② Bid: Increase Ratio 10% and the new bid will be no more than 0.5 USD

• Set "Schedule": Daily run at 8:00, 18:00, 00:00

💡Under this rule, during the three time periods each day, the Smart Assistant will monitor the performance of the specified Mintegral sub-sources. When the cost is more than 100 USD and ROAS 0 is over 20%, you will receive an email notification, and the well-performing sub-channels will automatically increase the bid by 10% and the new bid will be no more than 0.5 USD.

*For reference only. Please customize the rule according to your own needs.

③ Monitor Ad Group Budget

•Select "Channels": Facebook

••Select "Objects": Ad Group

••Set "Filter by Metrics": Cost > 500 + Cost=500

• Set "Actions": ① Send Notification -> Email ② Statue -> OFF

• Set "Schedule": Daily run at 8:00, 18:00, 00:00

💡Under this rule, during the three time periods each day, the Smart Assistant will monitor the cost of the specified Facebook Ad group. If the budget for this ad group is set at 500 USD, when the cost exceeds or equals 500 USD, indicating budget exhaustion, you will receive an email notification, and the ad group will be paused.

*For reference only. Please customize the rule according to your own needs.

④ Insufficient Balance Alert

•Select "Channels": Google

•Select "Objects": Accounts

•Select "Currency": USD

•Set "Filter by Metrics": Remaining Budget < 100

• Set "Actions": ① Send Notification -> Email

• Set "Schedule": Daily run at 8:00, 18:00, 00:00

💡 Under this rule, theSmart Assistant will monitor the remaining budget of the specified Google Ad account during the designated time slots of every day. If the remaining budget falls below 100 USD, you will receive an email notification.

*For reference only. Please customize the rule according to your own needs.

⑤Notification of Product Removal

💡 XMP supports monitoring the status of product listings. If the store link for a product is found to be abnormal and unable to be accessed normally, XMP can promptly alert media buyers to avoid ad waste.

• Select Channel: Summary, Objects: Product
• Choose Rule Template: Notification of Product Removal

• Choose Product: Select the relevant product(s)
• Set Action: Send Notification -> Email
• Set Schedule: Daily at 8:00, 18:00, 00:00

💡 With this rule, the Smart Assistant will check the status of the specified product(s) three times a day at the set times. If the product's store link becomes inaccessible, you will receive email notifications.

*This feature relies on the configuration of the product's store link. Please ensure the store link is filled out accurately in XMP.  Check through:Management -> Product -> Edit -> App URL

*For reference only. Please customize the rule according to your own needs.

Appendix

Supported Execution Actions by Channels

✉️ If you have any questions or need further assistance, please contact us via email at xmp-support@mobvista.com.