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Automate Introduction

Get an overview of Automate, a core Scalify feature that helps you optimize your ads automatically.

Monitor your ad campaigns’ spend and creatives in order to optimize your ads and eliminate budget loss with Autopilot Strategies.

Automate Overview

Get a quick overview of Automate to learn how you can set your ad optimization on autopilot.

Activate Pre-Built Strategies

Pre-built automation strategies enable you to launch advanced optimization automation in a few minutes, without having to create new automation from scratch.

Scalify strategies are tested on multiple Shopify stores and are proven to

There are 4 categories of Autopilot Strategies you can activate:

  • Quickstart
  • Scaling
  • Safety
  • Awakening.

Automation Targets

Decide if you want to apply your automation to:

  • Campaigns

  • Ad sets

  • Ads.

You can either use manual or automatic selection.

Manual Selection

Manual selection enables you to select which ad, ad set, or campaign want your automation to apply to.

Steps:

  1. In the “Name and Target” tab, select “Campaigns”, “Ad sets”, or “Ads” from the “Target” drop-down.

  2. Select “Manually Selected” from the “Target” drop-down.

  3. Tick the boxes next to the campaigns, ad sets, or ads you want the automation to apply to.

Automatic Selection

Selection filters help you automatically execute the automation on campaigns, ad sets, or ads that match all/any filter.

There are 2 types of selection filters:

  • Status

  • Name.

“Status” selection filters enable you to run your automation based on the delivery status of your campaigns, ad sets, or ads.

“Name” selection filters enable you to run your automation based on the name of your campaigns, ad sets, or ads.

Automation Conditions

Automation conditions prevent/enable automation actions from triggering.

A general setup looks like this:

  • If conditions are true, automation executes the action

  • If conditions are not true, automation does not execute the action.

For Facebook ads automation, conditions can be based on:

  • Pixel events

  • Ad performance

  • Ad engagement

  • Video ad engagement.

These conditions need to be true in a specific time frame for an action to occur.

It’s up to you to set the interval to account for conditions from:

  • Today

  • Yesterday

  • Today and Yesterday

  • Last 2 days

  • Last 3 days

  • Last 7 days

  • Last 14 days

  • Last 30 days

  • Last 2 days (including today)

  • Last 3 days (including today)

  • Last 7 days (including today)

  • Last 14 days (including today)

  • Last 30 days (including today)

  • Lifetime.

Pixel Event Conditions

For automation to execute an action, you can set conditions based on Pixel events such as:

  • View Content (VC)

  • Adds to Cart (ATC)

  • Checkouts Initiated (IC)

  • Added Payment Info

  • Cost per View Content

  • Cost per Add to Cart

  • Cost per Checkout Initiated

  • Cost per Added Payment Info

  • Contacts

  • Cost per Contact

  • Registrations Completed

  • Cost per Registration

  • Trials Started

  • Cost per Trial Started

  • Search

  • Cost per Search

  • Subscriptions

  • Cost per Subscription.

Ad Performance Conditions

For automation to execute an action, you can set conditions based on ad performance metrics:

  • Reach

  • Impressions

  • Daily Budget

  • Ad Spend

  • Link Clicks

  • CPC (Cost-Per-Click)

  • CTR (Click-Through-Rate)

  • Clicks (All)

  • CPC (All)

  • CTR (All)

  • Frequency

  • CPM (Cost per 1000 Impressions)

  • Cost per Lead

  • Total Leads

  • Leads Conversion Value

  • Total Purchases

  • Cost per Purchase

  • Purchase Value.

Ad Engagement Conditions

For automation to execute an action, you can set conditions based on ad engagement metrics:

  • Post Reactions

  • Post Comments

  • Post Daves

  • Post Shares

  • Engagements

  • Cost per Engagement.

Video Ad Engagement Conditions

For automation to execute an action, you can set conditions based on video ad engagement metrics:

  • Thruplay

  • Cost per Thruplay

  • 2 Second Plays

  • Cost per 2 Second Plays

  • 3 Second Plays

  • Cost per 3 Second Plays

  • 10 Second Plays

  • Cost per 10 Second Plays

  • Video Plays at 25%

  • Video Plays at 50%

  • Video Plays at 75%

  • Video Plays at 95%

  • Video Plays at 100%.

Automation Actions

There are 2 ways you can set your automation to execute an action:

  • If all conditions are true

  • If any condition is true.

After selecting your target campaigns, ad sets, or ads, determine what should happen in case all (or any) conditions are true.

Currently, these are the different actions execute:

  • Pause

  • Start

  • Set Budget

  • Delete

  • Increase Budget

  • Decrease Budget

  • Increase Bid

  • Decrease Bid

  • Duplicate

  • Send Notification

  • Add Text.

Automation Scheduling

By setting an automation schedule, you're telling the automation how often it should check if conditions are met to apply an action.

You can run an automation every:

  • 15 minutes
  • 30 minutes
  • 60 minutes
  • 3 hours
  • 6 hours
  • 12 hours
  • 24 hours
  • 36 hours
  • 48 hours
  • 72 hours.

Automation Logs & Notifications

To stay updated on all actions your automation executes, Scalify enables you to keep an automation log and receive notifications via:

  • Email
  • Slack Channel.