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How to Create Automatic Rules

This step-by-step guide will walk you through the process of creating automatic rules in TheOptimizer Native.

  1. To create a rule simply go to Rules in the left-side panel of your screen and then select + New Rule then the Rule type.
  2. Enter a rule name.
    The rule name does not have to be unique, however we suggest adding a self-explanatory name for easier identification.
  3. Select an existing group or create a new one – Not mandatory.
    Using rule groups will help you keeping your rules well-organized for later use.
  4. In the Considering data from select the statistics interval based on which rules will check if conditions are met to trigger the rule’s action.
    This can be set to: Today, Yesterday, Last 3 Days, Last 14 Days or Last 30 Days.
     
    Additional explanation

    When selecting Today the rule will look only on current day widgets/publishers performance and check if the triggering conditions are met or not. While when selecting Last 7 Days, the rule will look on the last 7 days’ widget/publisher performance and check if the triggering conditions are met or not.
  5. Specify one or more rule conditions.
    For each of the conditions included in a rule, you need to specify a threshold value that will trigger a rule action.
    When adding conditions to your rules you can use one of the four available comparison operators: Greater, Less, Greater or Equal or Less or Equal
    Important Note!

    Please note that multiple conditions within a rule are related to each other (this means that all conditions should be met for a rule action to be triggered). In case you would like to trigger rule actions on independent metrics (which one of the conditions is first met), please create a separate rule.
    Example A: 
    Block Widget if Traffic Source Spent is Greater than $15 AND Conversions are Less than 1
    Example B: 
    Block Widget if Impressions are Greater than 20000 AND CTR is Lower than 0.02% AND Conversions are Less than 1

    As you may notice example B requires all three conditions to be met to fire a rule action, whereas in example A only two conditions should be met.
  6. In the Apply rule to these selected campaigns specify the campaigns to which you want to assign this rule.
  7. Run this rule every specifies the frequency based on which TheOptimizer will analyze statistics to check if conditions are met to trigger the action. 
  8. Default rule action Execute & Alert.
    Execute & Alert: When rule conditions are met, TheOptimizer will execute the desired action and send you an alert email including affected items.
    Execute: When conditions are met, TheOptimizer will only execute the desired rule action, but will not send email alert.
    Alert: When rule conditions are met, TheOptimizer will NOT execute an action, but will just send you an email alert including the detailed items for which rule conditions are met.