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Optimization & Delivery overview
Optimization, Budget Capping, Bid Pacing, and Frequency Capping are the four elements that form a campaign’s Optimization & Delivery settings. How you manage them can impact the campaign’s ability to pace on track and achieve its performance goals.
Refer to Optimization & Delivery overview for more information on these elements, or continue reading to manage a campaign’s Optimization & Delivery settings.
Locate a campaign’s Optimization & Delivery section
Follow these steps to locate a campaign’s Optimization & Delivery section, which you’ll use to manage its Optimization, Budget Capping, Bid Pacing, and Frequency Capping settings.
Open the Campaigns app.
Select the desired insertion order (IO).
Select the desired campaign. This will open the campaign’s details.
Click + Create Campaign if you’d like to add Optimization & Delivery settings to a new campaign instead.
Locate and expand the Optimization & Delivery section.
Manage Optimization
Optimization setting notice: You can switch between Rule Based or AI Based optimization settings while the campaign features a Draft or Pending status. Once the campaign begins Running, however, the selected Rule Based or AI Based setting is locked and can’t be changed. |
You can choose one Optimization method per campaign:
Refer to Optimization & Delivery overview for more information on each of these options, including their requirements.
Set Rule Based Optimization (Manual)
More on manual optimizations: Refer to Optimization overview for more information on how to approach manual optimization and which tools and features you can leverage to improve a campaign’s performance. |
Follow these steps to manage a campaign’s manual optimization settings:
Click Rule Based.
A summary of the campaign’s Advanced Modeling settings will display after you apply any Bid Model settings to the campaign.
Advanced Modeling settings can be applied if the campaign’s daily budget equals or exceeds $100 and has a duration of 3 or more days. At least one supported dimension (Creatives, Location, Inventory, Device) must also be added to the campaign.
Set AI Based Optimization (Automated)
Follow these steps to manage a campaign’s AI-based optimization settings:
Click AI Based.
Choose one Campaign Objective: Awareness, Consideration, or Conversion.
Select one Campaign Goal.
The Increase goals and Reduction goals available in the Campaign Goal menu are dependent on the selected Campaign Objective. Refer to Optimization & Delivery overview to review goal options by objective.
If desired, enter a target KPI value related to the selected Campaign Goal.
The IQM platform’s AI engine will aim to achieve this performance metric.
Refer to AI Based Optimization - Campaign Objective and Campaign Goal for more details.
Manage Bid Shading
Bid Shading is available for campaigns with either Rule Based Optimization or AI Based Optimization settings applied.
Follow these steps to manage a campaign’s Bid Shading settings:
The Bid Shading feature is enabled by default. Select the toggle switch at any time to disable it, if desired.
Save your changes.
Select Save as Draft to apply your selections to the new campaign in a draft format.
Select Run to apply your selections and create the new campaign.
Select Save to apply your selections to an existing campaign.
Manage Budget Capping
Budget Capping is available for campaigns with either Rule Based Optimization or AI Based Optimization settings applied.
Follow these steps to manage a campaign’s Budget Capping settings:
The Budget Capping feature is disabled by default. Select the toggle switch at any time to enable it, if desired.
Define a budget cap for impressions, clicks, and/or conversions.
Enter a Maximum Daily and/or Maximum Total spending limit for Impressions.
Enter a Maximum Daily and/or Maximum Total spending limit for Clicks.
Enter a Maximum Daily and/or Maximum Total spending limit for Conversions.
Save your changes.
Select Save as Draft to apply your selections to the new campaign in a draft format.
Select Run to apply your selections and create the new campaign.
Select Save to apply your selections to an existing campaign.
Manage Frequency Capping
More on Frequency Capping: Frequency capping is a campaign-level setting that limits the number of times you’ll serve your ad to the same user within specific timeframe(s). A maximum of four frequency rules are supported per campaign. Review Optimization & Delivery overview - Frequency Capping for more information and requirements.
Note that your campaign may serve more impressions to a device identifier if the corresponding IQM ID or Ramp ID is not associated during bidding. Refer to Frequency Capping overview for more details. |
Frequency Capping is available for campaigns with either Rule Based Optimization or AI Based Optimization settings applied.
Follow these steps to manage a campaign’s Frequency Capping settings:
The Frequency Capping feature is disabled by default. Select the toggle switch at any time to enable it, if desired.
Add the campaign’s frequency capping rules.
Enter the desired number of impressions.
Enter a duration and select the duration type from the dropdown menu.
Repeat the process to add up to four frequency rules per campaign: One for each duration type.
Save your changes.
Select Save as Draft to apply your selections to the new campaign in a draft format.
Select Run to apply your selections and create the new campaign.
Select Save to apply your selections to an existing campaign.
Manage Bid Pacing
Bid Pacing is available for campaigns with either Rule Based Optimization or AI Based Optimization settings applied.
Follow these steps to manage a campaign’s Bid Pacing settings:
The Bid Pacing feature is enabled by default. Select the toggle switch at any time to disable it, if desired.
Save your changes.
Select Save as Draft to apply your selections to the new campaign in a draft format.
Select Run to apply your selections and create the new campaign.
Select Save to apply your selections to an existing campaign.
Review KPI performance details
Your reporting method will differ based on whether you chose Rule Based or AI Based Optimization settings for the campaign.
Review performance details for Rule Based campaigns
Refer to the “Reporting and analytics” collection overview article to review each of the reports, dashboards, and data insights that you can leverage to uncover and interpret campaign performance details.
Review performance details for AI Based campaigns
Follow these steps to review daily AI Based Optimization performance details:
Open the Campaigns app.
Select the insertion order to arrive at the Insertion Order Info page.
Select AI Based from the desired campaign’s Optimization Method column. This will open the AI Based Optimization pop-up window.
You may need to select Optimization Method from the Columns menu to add it to the table.
Review the original objective, goal, and KPI details you entered when you set up the campaign’s optimization settings.
Review the campaign’s performance details for the selected campaign goal.
Refer to AI Based Optimization - KPI Performance Insights for more information on interpreting the performance data.