{"id":209,"date":"2023-04-26T14:53:55","date_gmt":"2023-04-26T14:53:55","guid":{"rendered":"https:\/\/theoptimizer.io\/help\/?post_type=ht_kb&#038;p=209"},"modified":"2023-04-28T14:32:51","modified_gmt":"2023-04-28T14:32:51","slug":"how-to-create-automatic-rules","status":"publish","type":"ht_kb","link":"https:\/\/theoptimizer.io\/help\/knowledge-base\/how-to-create-automatic-rules\/","title":{"rendered":"How to Create Automatic Rules"},"content":{"rendered":"\n<p><sub><img loading=\"lazy\" decoding=\"async\" width=\"25\" height=\"25\" class=\"wp-image-300\" style=\"width: 25px;\" src=\"https:\/\/theoptimizer.io\/help\/wp-content\/uploads\/2023\/04\/profile_pic_optimizer-1635862924.png\" alt=\"\" srcset=\"https:\/\/theoptimizer.io\/help\/wp-content\/uploads\/2023\/04\/profile_pic_optimizer-1635862924.png 128w, https:\/\/theoptimizer.io\/help\/wp-content\/uploads\/2023\/04\/profile_pic_optimizer-1635862924-50x50.png 50w\" sizes=\"auto, (max-width: 25px) 100vw, 25px\" \/><\/sub> Written by\u00a0Support.\u00a0Updated over a week ago<\/p>\n\n\n\n<p>This step-by-step guide will walk you through the process of creating automatic rules in TheOptimizer Native.<br><\/p>\n\n\n\n<p>To create a new rule, you have 2 options:<\/p>\n\n\n\n<p><br><strong>Option 1 &#8211; Create a rule from Templates<\/strong><\/p>\n\n\n\n<p><br>To create a rule from templates, simply go to rules in the left side panel of your screen, then click on <strong>Load From Templates<\/strong>.<img loading=\"lazy\" decoding=\"async\" width=\"750\" height=\"178\" class=\"wp-image-539\" style=\"width: 750px;\" src=\"https:\/\/theoptimizer.io\/help\/wp-content\/uploads\/2023\/04\/137.png\" alt=\"\" srcset=\"https:\/\/theoptimizer.io\/help\/wp-content\/uploads\/2023\/04\/137.png 597w, https:\/\/theoptimizer.io\/help\/wp-content\/uploads\/2023\/04\/137-300x71.png 300w, https:\/\/theoptimizer.io\/help\/wp-content\/uploads\/2023\/04\/137-50x12.png 50w\" sizes=\"auto, (max-width: 750px) 100vw, 750px\" \/><\/p>\n\n\n\n<p>This will open a pop-up window with a list of various rules and various conditions you can customize to your needs.<img loading=\"lazy\" decoding=\"async\" width=\"750\" height=\"553\" class=\"wp-image-541\" style=\"width: 750px;\" src=\"https:\/\/theoptimizer.io\/help\/wp-content\/uploads\/2023\/04\/138.png\" alt=\"\" srcset=\"https:\/\/theoptimizer.io\/help\/wp-content\/uploads\/2023\/04\/138.png 1123w, https:\/\/theoptimizer.io\/help\/wp-content\/uploads\/2023\/04\/138-300x221.png 300w, https:\/\/theoptimizer.io\/help\/wp-content\/uploads\/2023\/04\/138-1024x755.png 1024w, https:\/\/theoptimizer.io\/help\/wp-content\/uploads\/2023\/04\/138-768x566.png 768w, https:\/\/theoptimizer.io\/help\/wp-content\/uploads\/2023\/04\/138-50x37.png 50w\" sizes=\"auto, (max-width: 750px) 100vw, 750px\" \/><\/p>\n\n\n\n<p><strong>Option 2 &#8211; Create a rule from scratch<\/strong><\/p>\n\n\n\n<p><br>In the rules page, click on <strong>New Rule<\/strong>, then select the rule type you want to create.<img loading=\"lazy\" decoding=\"async\" width=\"750\" height=\"166\" class=\"wp-image-542\" style=\"width: 750px;\" src=\"https:\/\/theoptimizer.io\/help\/wp-content\/uploads\/2023\/04\/139.png\" alt=\"\" srcset=\"https:\/\/theoptimizer.io\/help\/wp-content\/uploads\/2023\/04\/139.png 955w, https:\/\/theoptimizer.io\/help\/wp-content\/uploads\/2023\/04\/139-300x67.png 300w, https:\/\/theoptimizer.io\/help\/wp-content\/uploads\/2023\/04\/139-768x170.png 768w, https:\/\/theoptimizer.io\/help\/wp-content\/uploads\/2023\/04\/139-50x11.png 50w\" sizes=\"auto, (max-width: 750px) 100vw, 750px\" \/><\/p>\n\n\n\n<p><img loading=\"lazy\" decoding=\"async\" width=\"750\" height=\"115\" class=\"wp-image-543\" style=\"width: 750px;\" src=\"https:\/\/theoptimizer.io\/help\/wp-content\/uploads\/2023\/04\/140.png\" alt=\"\" srcset=\"https:\/\/theoptimizer.io\/help\/wp-content\/uploads\/2023\/04\/140.png 955w, https:\/\/theoptimizer.io\/help\/wp-content\/uploads\/2023\/04\/140-300x46.png 300w, https:\/\/theoptimizer.io\/help\/wp-content\/uploads\/2023\/04\/140-768x117.png 768w, https:\/\/theoptimizer.io\/help\/wp-content\/uploads\/2023\/04\/140-50x8.png 50w\" sizes=\"auto, (max-width: 750px) 100vw, 750px\" \/><\/p>\n\n\n\n<p><img loading=\"lazy\" decoding=\"async\" width=\"750\" height=\"75\" class=\"wp-image-544\" style=\"width: 750px;\" src=\"https:\/\/theoptimizer.io\/help\/wp-content\/uploads\/2023\/04\/142.png\" alt=\"\" srcset=\"https:\/\/theoptimizer.io\/help\/wp-content\/uploads\/2023\/04\/142.png 955w, https:\/\/theoptimizer.io\/help\/wp-content\/uploads\/2023\/04\/142-300x30.png 300w, https:\/\/theoptimizer.io\/help\/wp-content\/uploads\/2023\/04\/142-768x77.png 768w, https:\/\/theoptimizer.io\/help\/wp-content\/uploads\/2023\/04\/142-50x5.png 50w\" sizes=\"auto, (max-width: 750px) 100vw, 750px\" \/><\/p>\n\n\n\n<p><img loading=\"lazy\" decoding=\"async\" width=\"750\" height=\"96\" class=\"wp-image-545\" style=\"width: 750px;\" src=\"https:\/\/theoptimizer.io\/help\/wp-content\/uploads\/2023\/04\/141.png\" alt=\"\" srcset=\"https:\/\/theoptimizer.io\/help\/wp-content\/uploads\/2023\/04\/141.png 955w, https:\/\/theoptimizer.io\/help\/wp-content\/uploads\/2023\/04\/141-300x38.png 300w, https:\/\/theoptimizer.io\/help\/wp-content\/uploads\/2023\/04\/141-768x98.png 768w, https:\/\/theoptimizer.io\/help\/wp-content\/uploads\/2023\/04\/141-50x6.png 50w\" sizes=\"auto, (max-width: 750px) 100vw, 750px\" \/><\/p>\n\n\n\n<p><img loading=\"lazy\" decoding=\"async\" width=\"750\" height=\"127\" class=\"wp-image-546\" style=\"width: 750px;\" src=\"https:\/\/theoptimizer.io\/help\/wp-content\/uploads\/2023\/04\/143.png\" alt=\"\" srcset=\"https:\/\/theoptimizer.io\/help\/wp-content\/uploads\/2023\/04\/143.png 955w, https:\/\/theoptimizer.io\/help\/wp-content\/uploads\/2023\/04\/143-300x51.png 300w, https:\/\/theoptimizer.io\/help\/wp-content\/uploads\/2023\/04\/143-768x130.png 768w, https:\/\/theoptimizer.io\/help\/wp-content\/uploads\/2023\/04\/143-50x8.png 50w\" sizes=\"auto, (max-width: 750px) 100vw, 750px\" \/><\/p>\n\n\n\n<p>When creating a new rule from scratch, you will need to fill in the following information:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Rule Name<\/strong> \u2013 A friendly name of your choice that will help you later quickly identify the rule for later re-use.<\/li>\n\n\n\n<li><strong>Rule Group<\/strong> \u2013 Create a new or select an existing group from the list. This will help you to quickly add rules in groups to specific campaigns, instead of adding many of them individually.<\/li>\n\n\n\n<li><strong>Considering data from<\/strong> \u2013 This specifies the look back days window based on which the rule conditions should be true to execute the desired action.<\/li>\n\n\n\n<li><strong>Exclude days from interval<\/strong> \u2013 Here you can optionally exclude Today or Today &amp; Yesterday from the Considering data from interval. This is useful for when you have conversions that do not get posted within the same day. This way you can exclude today&#8217;s stats from being taken into consideration.<\/li>\n<\/ul>\n\n\n\n<p><br>Continuing to the rule conditions, you will find a detailed list of all the conditions that you can combine in a single rule to match your optimization needs.<\/p>\n\n\n\n<p>The rule conditions are composed and grouped by three main sources of information:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Tracker Fields<\/strong> \u2013 Will give you a list of all the conditions using tracker side information.<\/li>\n\n\n\n<li><strong>Traffic Source Fields<\/strong> \u2013 Will give you a list of all the conditions using traffic source side information.<\/li>\n\n\n\n<li><strong>Google Analytics Fields<\/strong> \u2013 Will give you a list of all the conditions using Google Analytics information.<\/li>\n<\/ul>\n\n\n\n<p><br>Also, thanks to the way your campaigns&#8217; statistics are aggregated and processed in TheOptimizer Native, you can mix and combine conditions from the traffic source, tracker and google analytics in one single rule.<\/p>\n\n\n\n<p><strong>Specifying the Rule Conditions<\/strong><\/p>\n\n\n\n<p><br>When specifying rule conditions, we can use one of the following logical operators on each condition:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Greater than<\/strong> \u2013 Validates values greater than the one specified in the value field of the condition.<\/li>\n\n\n\n<li><strong>Less than<\/strong> \u2013 Validates values lower than the one specified in the value field of the condition.<\/li>\n\n\n\n<li><strong>Greater or Equal than<\/strong> \u2013 Validates values greater or equal to the one specified in the value field of the condition.<\/li>\n\n\n\n<li><strong>Less or Equal than<\/strong> \u2013 Validates values less or equal to the one specified in the value field of the condition.<\/li>\n<\/ul>\n\n\n\n<p><strong>Dynamic Rule Conditions<\/strong><\/p>\n\n\n\n<p><br>When specifying rule conditions, we can also use dynamic values, in order to compare an actual metric value to a percentage of another value of the campaign level:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Default metrics<\/strong> \u2013 All metrics from the traffic source, tracker or Google Analytics.<\/li>\n\n\n\n<li><strong>Special metrics<\/strong> \u2013 Daily Budget, Payout, Live Spent (Outbrain only)<\/li>\n<\/ul>\n\n\n\n<p><strong>Additional Rule Condition Settings &#8211; New!<\/strong><br><br>Besides having the ability to create rules using absolute values, you have the ability to specify dynamic rule conditions based on a specific percentage of your campaign&#8217;s level metrics.<br><br>A simple example would be a condition like:<br><br><strong>IF Traffic Source Spend <em>is greater than<\/em> 200% of Campaign Payout<\/strong><\/p>\n\n\n\n<p><strong>Widget Filtering Settings<\/strong><\/p>\n\n\n\n<p>In the widget filtering settings, you have the ability to quickly filter out specific widgets from being affected by the rule action. To do that you can apply the following filters:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Include<\/strong> &#8211; when this filter is applied the rule action will affect only the widgets present in the widget filtering list.<\/li>\n\n\n\n<li><strong>Exclude <\/strong>&#8211; when this filter is applied the rule action will have an effect on all the campaign widgets that fulfill the rule conditions, excluding those present in the widget filtering list.<\/li>\n<\/ul>\n\n\n\n<p><strong><em>Important Note!<\/em> &#8211; <\/strong>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.<\/p>\n\n\n\n<p><strong>Final rule settings<\/strong><br><br>Before saving your new rule, you will need to specify the following final settings.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Apply rule to campaigns<\/strong> &#8211; here you specify the campaigns to which you want to assign this rule.<\/li>\n\n\n\n<li><strong>Run this rule every<\/strong> &#8211; this specifies how often TheOptimizer will execute the rule to check if the rule conditions are met in order to execute the designated action<strong>.<\/strong><\/li>\n\n\n\n<li><strong>Alert settings &#8211; <\/strong>here you can choose if you want the rule to only send you an alert with the details of the widgets that meet the rule conditions; just execute the desired action, or execute the desired action and send you an email, slack, telegram alert with the details of the affected items.<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Written by\u00a0Support.\u00a0Updated over a week ago This step-by-step guide will walk you through the process of creating automatic rules in TheOptimizer Native. To create a new rule, you have 2 options: Option 1 &#8211; Create a rule from Templates To create a rule from templates, simply go to rules in&#8230;<\/p>\n","protected":false},"author":1,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[14],"ht-kb-tag":[],"class_list":["post-209","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-automation-optimization"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/theoptimizer.io\/help\/wp-json\/wp\/v2\/ht-kb\/209","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/theoptimizer.io\/help\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/theoptimizer.io\/help\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/theoptimizer.io\/help\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/theoptimizer.io\/help\/wp-json\/wp\/v2\/comments?post=209"}],"version-history":[{"count":3,"href":"https:\/\/theoptimizer.io\/help\/wp-json\/wp\/v2\/ht-kb\/209\/revisions"}],"predecessor-version":[{"id":727,"href":"https:\/\/theoptimizer.io\/help\/wp-json\/wp\/v2\/ht-kb\/209\/revisions\/727"}],"wp:attachment":[{"href":"https:\/\/theoptimizer.io\/help\/wp-json\/wp\/v2\/media?parent=209"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/theoptimizer.io\/help\/wp-json\/wp\/v2\/ht-kb-category?post=209"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/theoptimizer.io\/help\/wp-json\/wp\/v2\/ht-kb-tag?post=209"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}