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How to get started with Automations
How to get started with Automations

A few practical examples to set up your Automations

Charlotte van Es avatar
Written by Charlotte van Es
Updated over 4 months ago

Automations in Billy Grace are really flexible and can be customized to fit different marketing strategies. Here are a few practical examples to help you dive in.

Check out this article for a step-by-step guide on how to create an Automation. Or read more about how our AI Automation feature works.

1. Setting up Automations per channel


Google Ads Automation

For example, you can set up an Automation for all your Search or Performance Max campaigns. This allows our algorithm to automatically adjust budgets based on performance, ensuring that your ads are always optimized for the best possible return on investment.

Meta Ads Automation

For Meta, you can set up an Automation for your brand awareness or conversion campaigns. This can help ensure that your brand awareness efforts are consistent and effective, or that your conversion-focused campaigns are continually optimized to drive the highest possible number of sales or leads.

2. Setting up Automations across multiple channels

You can also set up an Automation that will optimize the budgets of your campaigns across multiple channels. This approach helps to ensure that your marketing spend is allocated where it can achieve the best results, regardless of the platform.

Meta and Pinterest Awareness Campaigns

Set up an Automation that contains your awareness campaigns from Meta and Pinterest. This setup will help you manage your brand’s visibility across both platforms, ensuring that your budget is used effectively to maximize reach and engagement.

Google and Meta Conversion Campaigns

Another example is to set up an Automation containing Google and Meta campaigns. Keep in mind that results between channels should be relatively similar, as otherwise, the algorithm might start switching all your budget to a specific channel.

This setup can help you balance your budget between platforms, ensuring that both Google and Meta contribute effectively to your conversion goals.

Please note: For example, when combining brand search and awareness campaigns in a single automation, the algorithm will likely prioritize spending more on search, as it typically generates more conversions. This could result in spend being diverted away from your awareness campaign, even though that may not be your primary goal. To avoid this, it's best to group campaigns with similar objectives, ensuring your budget is allocated in line with your specific goals.

3. Setting up an Automation Group for different marketing stages

To maximize your brand’s marketing efforts, you can set up an automation group that addresses different stages of the customer journey, for example, Top Funnel, Mid Funnel, and Bottom Funnel (see, think, do).


To optimize top-funnel campaigns, you would typically focus on goals that drive awareness and initial engagement. Here’s how you could use some of the goals you mentioned to optimize your campaigns at different stages of the funnel:

Top Funnel

For this Automation, you can use platforms like Meta (Facebook and Instagram), Pinterest and TikTok. The campaign types you could add are Brand Awareness campaigns, Reach campaigns, Video View campaigns.

Goals to optimize:

Impressions: Optimize for the number of times your ad is shown to your target audience. This is ideal for increasing brand visibility and awareness.

Product_View: Track when users view specific products. This helps measure interest in your offerings and optimize ads to drive more views.

Sessions: Focus on driving users to your site, where they can explore more about your brand or products.

For example, use Impressions or Product_View to optimize these campaigns to increase visibility and product exploration.

Mid Funnel

For this Automation you can use campaigns that drive consideration and engagement. The campaign types you could use include Traffic campaigns, Engagement campaigns and Lead Generation campaigns.

Goals to optimize:

Clicks: Optimize for clicks to drive traffic to your website or landing pages. This metric shows that your ads are compelling enough to prompt users to take the next step.

Add_to_Cart: Track when users add products to their shopping cart.

For example, focus on Clicks or Add_to_Cart to engage users who have shown interest and encourage them to consider making a purchase.

Bottom Funnel

For this Automation, you can use campaigns that aim to drive conversions, using platforms like Google Search Ads and Meta. Campaign types could include Conversion campaigns and Purchase campaigns.

Goals to optimize:

Order_Started: Track when users start the checkout process. Optimizing for this event can help you reduce cart abandonment and move users closer to completing a purchase.

Payment_Info_Submitted: Optimize for when users submit their payment information. This event is crucial for ensuring that users who intend to purchase are successfully completing their orders.

Order_Completed (Purchase): Track completed purchases. This is the ultimate goal, and optimizing for it ensures that your campaigns are driving actual revenue.

When you optimize on this goal you can choose between Number of Events or Revenue.

NOTE: These are some examples of events you can optimize on. But of course, you can optimize on any custom event you have configured.

For example, optimize on Order_Started or Order_Completed to ensure that interested users complete their purchases. This is where you focus on maximizing conversions and revenue.

Using these goals at each stage allows you to create a full-funnel strategy that not only drives awareness but also moves users through to the point of conversion.

If your e-commerce store is integrated, you also have the option to optimize your campaigns based on New or Returning customers orders or on New or Returning customer revenue.

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