About automated rules in your manager account

This article only applies to the previous AdWords experience. Determine which AdWords experience you’re using.

 

Use automated rules in your manager account to make automatic changes to your managed accounts' campaigns based on conditions that you select. These rules can help you manage your bids, budgets, or ad statuses.

This article explains how you can use automated rules in your manager account. 

How it works

If you think about the frequent tasks you do manually, it's easy to put together a list of work you'd like automated rules to do for you. There are many common ways that advertisers use automated rules. Here are a few examples:

  • Scheduling ads for special promotions or events
  • Pausing low-performing ads or keywords
  • Changing keyword bids to control average position
  • Adjusting budgets or scheduling budgets for certain days each week
  • Raising keyword bids to ensure ads show on first page

To create rules, just click the Automate button from your manager account's "Performance" or "Budget" tabs. View and manage your automated rules by clicking Automated rules in your manager account’s side navigation.

Manager accounts can have 100 rules per user and can run rules on up to 1,000 accounts.

How to create automated rules

To create rules, just click the Automate button from your manager account's "Performance" or "Budget" pages. 

You can then view and manage your automated rules by clicking Automated rules in your manager account’s side navigation.

Here’s a step-by-step example on how to create a rule that raises your maximum CPC bids for keywords with an average position worse than 5 over the past day.

  1. From the “Performance” or “Budget” tab, click the Automate drop-down menu.
  2. Select one of the rules from the menu options (for example, Change max CPC bids when...).
  3. Pick the currency that applies to the accounts for which you’d like to create rules. You can choose only one currency per rule.
  4. Enter your rule criteria and any requirements for the rule to be triggered. In this example, you can raise the bids by 3% for keywords that have an average position worse than 5.
  5. Select how often you want your rule to run (for example daily, or only once on a particular date and time) from the Frequency menu, along with the date range to evaluate your requirements. If you’re managing client accounts in different time zones, the time at which your rule runs will be based on your manager account’s time zone, not that of your managed account. Learn more about time zones in automated rules.
  6. Select the accounts to which you’d like to apply the rule. You can only pick ad serving accounts in the currency that you originally selected.
  7. Enter a name for your rule, and choose how you’d like to be notified when your rule runs.
  8. Click the Preview results button to verify that you've set the rule up correctly. Previewing displays the time you’ve chosen for the rule to run in groups according to your managed accounts' time zones, and allows you to get a glimpse of the changes that the rule will make to the first account you’ve selected. No permanent changes will be made.
  9. Click Save.
  10. After you’ve created your rule, it’s important to keep an eye on it to make sure it’s working the way you want it to. To manage your rules, select Manage rules from the Automate drop-down menu, or select the Automated rules link in the side navigation panel of your manager account. There, you'll see a list of your rules; you can pause/enable/remove them (in the "Status" column) or edit them (in the "Actions" column). Learn more about managing rules.
  11. Each time a rule runs, an entry will appear in the logs table. Click View details to see the clients’ accounts and statuses impacted by that rule execution. Click View details again next to individual clients’ accounts to see which entities were changed in that particular execution.

Currency and time zone settings for rules across multiple accounts 

Choosing a currency

When managing multiple accounts, you have to choose a single currency for each rule that you create. After you pick a currency, accounts in any other currencies will be greyed out in the Accounts box, and you won’t be able to select them for your rule.

For example, if you pick Euros as the currency for your rule, you can only select accounts that are in Euros in the Accounts box.

Time zones and multiple accounts

If you’re managing accounts within different time zones, the time at which your rule runs will be based on your manager account’s time zone, not that of the selected accounts.

Example

Let’s say your manager account is set to the Pacific time zone, and your managed account is set to Eastern time, which is 3 hours later. Your client is having a shoe sale that begins at 9 a.m. on Monday morning in their time zone, and you’d like to create a rule for them that will enable any ads with the text “shoe sale.” If you set the rule to run on Monday at 9 a.m., it will run at 9 a.m. Pacific time, which is actually 12 p.m. Eastern time.

Time zone is a particularly important consideration when you’re selecting a frequency for a rule with a time of day that extends across two days because of time zone differences.

Say your account is set up in Eastern time but your customer’s account is in Pacific time. You set up a daily rule to run at 1 a.m. using data from the previous day. Because the rule runs according to your time zone but depends on the managed account's data, it will run at 1 a.m. for you, which is 10 p.m. for your managed account. The rule will use data from the day before based on your managed account's time zone, not yours, which could mean that the data used is two days old. You may wish to base a rule on “yesterday’s stats,” but remember that yesterday may be defined differently according to time zone.

You set up a daily rule. Today it runs at: From the managed account's perspective, this rule runs at: Rule uses data from:
Friday at 1 a.m. Eastern Thursday at 10 p.m. Pacific Wednesday (Pacific time)

 

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