After configuring Billy Grace and ensuring data flow into the platform, you are ready to set up Automations. The Automation creation process involves defining your objectives, selecting the desired metrics to track, and determining the campaigns / ad set you want to optimize. By setting clear goals and aligning them with the key performance indicators (KPIs) that matter to your business, you lay the foundation for successful Automation.
When you create a new Automation, the first step is to name your Automation Group.
When you click on Create the steps to follow will be visible.
Automation Name: The name of the Automation, visible inside the interface of BG.
Goal to optimize: Which goal should BG optimize? e.g. Revenue, Impressions, Sessions, Clicks or any Custom Event.
Attribution Model: Should Billy Grace us Last Click, Multi-Touch Attribution (Clicks) or Unified Marketing Measurement (Clicks + Views) to attribute results?
Attribution Window: Select the desired attribution window, 1-day, 7-day, 30-day or unlimited.
Click Next
Selected Campaigns and ad groups
Choose the campaigns and ad sets here that have the same overall goal. For example, a purchase in the webshop. You can select ad sets or campaigns, basically Billy Grace changes the budget on the lowest level possible. So for Meta and TikTok on ad set level, for Google on campaign level.
Click Next when you added the campaigns and ad sets.
In the next step, you define the maximum daily budget and start and optionally the end date.
Daily budget: What is the maximum overall daily budget? e.g. the budget available over all the added ad sets/campaigns.
Minimum Spend Per Campaign / Ad set: This is the minimum spend that should go to an added campaign or ad set before the Algorithm gives it budget recommendations. This is useful when you add new campaigns/ad sets to an already running Automation.
Start Date: Start date of the campaign. (can be set in the past)
End Date: End date of the campaign.
Change Budgets Automatically Each Night: Select if you want Billy Grace to change the budgets of your campaigns automatically. Daily recommendations are available in the Automation Performance report.
Automatically update Target ROAS/CPA once a week: Select if you want Billy Grace to automatically update your target ROAS/CPA once a week, based on our recommendations.
Toggle "Advanced Mode"
Use the budget upscale parameter to get more difference between the spend and the budget of a campaign/adset. Read more here
Click Next
In this step you are able to add Automation Rules. Rules can be used to influence the algoritm or to add an extra layer of Automation based on rules you can create yourself. Read this article for a how-to.
Check all settings one more time and click on Launch to save.
Depending on the amount of conversions that are generated through ads, the algorithm of Billy Grace can take up to 5 days to find sufficient data points.
After the warm-up period, you can Navigate to Automations to see an overview of all the Automations in your Billy Grace account. You can return daily to Automation Performance to see the daily budget recommendations and results.