Rules Optimization

By utilizing SourceKnowledge rule-based optimization, you have the ability to automate certain aspects of your daily optimization routine, such as adjusting target bids and managing your traffic sources. Customizing your optimization rules will not only increase your efficiency and cost-effectiveness, it will also help in surpassing your performance goals.

 Create Rule

Rule-based optimization is a highly effective tool that can be tailored to suit your specific objectives, no matter how simple or complex they may be. To help you get started, please refer to the instructions below for guidance on configuring and managing your rules.

To access this feature, please navigate to Tools > Rules under your Affiliate dashboard, or directly through this link: https://app.sourceknowledge.com/agency/rules/

On the centralized screen, you can view all created rules.

To get started, click on the "New Rule" button located on the top right corner of the screen.

Open

Then a screen will be shown up for you to fill in the following options:

Actions

Select a course of action that you want to automate using this rule. We currently support the following actions (more to come):

Conditions

In the next section, you need to set the conditions for the rule. You can add single or multiple conditions for every rule. For rules with more than one condition, ALL conditions need to be met for the rule to kick in.

We support the below main metrics as of now:

Timeframe

The timeframe defines the date range, today included, for the rule to look at. By default, it is set to the last 7 days. You can select from the following options:

• Last 1 day

• Last 2 days

• Last 3 days

• Last 7 days

• Last 14 days

• Last 30 days

Associate Campaigns

In the final step, select the campaign(s) you want the rule to run on.

If a campaign has an active rule associated, you will find the Rule Enabled tag for that campaign in the Campaign Summary page:

Open

Please note that rules can only take effect if the campaigns have post-back conversion data set up. For further information, please visit our Wiki page.

Sample Rules/Scenarios

Scenario A

As an example, to create a rule that will automatically increase the bid factor to x1.5 for all SubIDs that have spent more than $50 and have a conversion rate greater than 1% within the Last 7 days for Campaign A, the configuration should look like this:

Scenario B

To create a rule that automatically adds all SubIDs into a pre-created Allow list, that have spent more than $50, and have a conversion rate higher than 1% within the Last 7 days for Campaign B, the configuration should look like this:

Scenario C

Discover new SubIDs with ease by creating a discovery campaign that uses the Add SubId To Block List rule.  

For example, you can add all the allowed channels in your campaign settings and create an Add SubId To Block List rule for all SubIDs that have spent more than $50, and have a conversion rate lower than 1% within the Last 14 days. The rule configuration should look like this:

Manage Rules

Under the centralized screen, you would find a list of all created rules. You then will have options to:

• Edit a selected rule

• Set a specific rule as active or pause. Pausing a rule won’t detach it from the associated campaign(s). That rule will just simply not be executed

Restrictions and Notes

• Only SubIDs that are associated/allowed to run on a Campaign will be considered.

  • If a campaign is running on an Allow list, only SubIDs that are in the allow list will be considered.

  • If a campaign is running on a Block list, only SubIDs that are NOT in the block list will be considered.

• One Rule can be used for multiple campaigns, but one campaign can only run on one rule.