How do I create a notification rule?

How to create a rule to automatically notify you of strong or poor performance in Facebook, Instagram and Snapchat

Notification rules are the perfect place for those that are either new to campaign automation, or like to be kept in the loop.

If you're not quite ready to allow your rules to take action yet, you can use a notification rule to let you know when a campaign, ad set or ad is performing badly (so you can manually kill it) or strongly (so you can manually scale).

Even when you have automated your actions, you might still want to be notified of certain changes.

First things first, login and head to the rule creator.

Creating a notify rule in TrustAds

1. Select your platform

Here you'll choose Facebook (inc. Facebook, Instagram, Messenger and Audience Network) or Snapchat.

2. Select your ad account(s)

You'll be presented with a list of all available ad accounts under your chosen network. Tick each one you want the rule to run on (one rule will be created per ad account).

3. Select your ad level

Choose whether you want your rule to run on your Campaigns, Ad Sets/Squads or Ads.

4. Choose your ad level status

For notification rules, you're most likely going to set this to Active, as you'll want to keep an eye on things that are actually changing!

5. Select the time period you want the rule to consider

The rule will only consider this time period when reviewing your campaigns, ad sets/squads or ads (to see whether they fit your chosen metrics).

Tip: It's common to use a short time period here, e.g. Yesterday, Last 3 days or Last 7 days for ongoing campaigns - though Lifetime is best utilised for early warning rules.

6. Select your metric(s)

Set the criteria you want your campaign, ad set/squad or ad to meet in order for the rule to take action.

e.g. You might want to be notified if a lead generation ad is performing well/poorly, based on metrics like Spend and Leads.

Tip: Remember to add a 'name contains' or 'name does not contain' metric if you want your rule to ignore (or only run on) specific campaigns, ad sets/squads or ads.

7. Set your rule action to Notify me by email

This is perhaps the most obvious selection you need to make when setting up an notify rule!

8. Set your rule name and description

If you're unsure what to put here, treat these as the 'what' and the 'why' of your rule. Consistent, helpful naming conventions will ensure it's easy to keep track of your rules.

e.g. 'Notify me when Campaign Spend > X'

That's it!

Simply hit Save and Activate and you will be notified by email of any campaigns, ad sets/squads or ads (depending on your ad level selection) that meet your criteria.

Bonus Options - Set custom frequency and/or scheduling

If you want your rule to run as often as possible, 24/7 you don't need to touch these settings. Your rule will by default run 24/7 every 15 or 30 minutes (depending on your subscription).

If you want to adjust how often your rule runs, you can choose a different option from the Frequency dropdown.

If you want your rule to run on specific days of the week, run a maximum number of times or run from, to or between specific dates then select Custom Scheduling.

Tip: For notification rules, generally speaking you'll want to be notified as soon as possible that your criteria has been met. It is therefore best to leave these settings untouched, to prevent opportunities or warnings from being missed.

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