Overview
You are able to automate the actions for some Insights and edit the configuration of others. See the list of Insights that can be automated or configured.
Automation examples:
User Location Targeting Insight: Automatically update any set to 'People interested in your target locations' to 'People in or regularly in your target locations'
Opti-Score Is Low Insight: Automatically dismiss any recommendations
Configuration example:
No Recent Changes Insight: You can configure the Insight to check if changes have been made to the Ad Account for the last 14 or 28 days.
Change the category of the insight so you're not emailed alerts if they are not relevant for your business - if you have this setup.
What you can Automate:
The Actions for many of the Insights, see below
Disable an insight for a selection of Ad Accounts
What you can configure
Edit the settings of some Insights, see below
Change the Insight category
How to automate or configure an Insight
Navigate to Settings > Insight Settings
You can edit the setting of the Insight in two ways:
Click the icon for the Insight from the Overview tab
Click the pencil icon
on the Insight from the Automation tab
This will open a modal with the following steps:
Configure:
Update any settings that are available for the Insights - not all Insights have settings
Update the category of the Insight
Automation:
Disable the Insight for a selection of Ad Accounts
Set any Actions to be automatically applied for a selection of Ad Accounts
Any Ad Accounts that have not been disabled or automated will continue to run as per default - running daily but need actions to be completed manually
Confirmation:
Here you can review the settings before saving
List of Insights that can be automated or configured
Insight Name | Description | Automate and Configure? |
Auto-Generated Site Link Checker | Automatically generated Site Links are sending traffic to broken links | Automation:
Configure:
|
Site Link Checker | Site Links are sending traffic to broken links | Automation:
Configure:
|
User Location Targeting | User location targeting options could be incorrect | Automation:
Configure:
|
Search Campaign With Display | Search campaign has a display campaign enabled | Automation:
Configure:
|
Auto-Generated Site Links Exist | Please review Site Links that have been automatically generated for you by the ad platform | Automation:
Configure:
|
No Recent Changes | No changes have been made to the account recently | Automation:
Configure:
|
Opti-Score Is Low | Google Opti score is less than 70% - should you dismiss recommendations? | Automation:
Configure:
|
Account No Conversions | Account has not had a conversion within the typical window for this account | Automation:
Configure:
|
Conversions - Primary | A Primary Conversion action has not had a conversion within the typical window for this account | Automation:
Configure:
|
Conversions - Secondary | A Secondary Conversion action has not had a conversion within the typical window for this account | Automation:
Configure:
|
Ad Platform Limits Warning | Some items in your ad account are very close to reaching their maximum limits | Automation:
Configure:
|