Once your campaign is launched, the next step is to configure auto optimize for your campaign. To do so, click on the hamburger menu in the top left navigation and under "Quick Start" select Configure Auto Optimize.
You will them be prompted to select the campaign you want to configure auto optimize for:
Alternatively, if you are proceeding to this step after creating a new build, there is an Auto Optimize section immediately underneath Campaign Info where you can select your optimization strategy and configure auto optimize settings.
There are three simple optimization options to choose from the dropdown menu in the top left corner:
Off: This is the default setting. When selected, your campaign will not be optimized by the platform. Instead, all default budget settings generated by the build will remain unchanged daily.
Recommendations Only: When selected, the platform will show you the updates that it would recommend making, but will not actually make budget adjustments to the campaign. This option can be selected when you want to make manual updates in Meta Ads Manager, but have ROUX guide your optimization choices.
Full Automation: When selected, the platform will automatically optimize your campaign in real time, adjusting ad spend to the most effective and profitable audiences. This is the recommended setting.
In most instances, selecting one of these three options is all you will need to do to configure auto optimize. However, more advanced settings are also available.
First, you have the option to change the time period prioritization in relation to the typical buying cycle for your customers. The default setting is recommended for most campaigns. However, if your product has a longer buying cycle (such as a $1,000+ purchase that requires a longer decision making process) then it could make sense to extend the time periods that Auto Optimize takes into consideration when optimizing your campaign and prioritizing audiences.
You also have the option to toggle on/off the Scaling Budget option. When toggled on, rather than your daily budget being a fixed amount, it will fluctuate based on the targets that have been set. The following settings must be set up when selecting this option:
Scale Based On: This is where you will determine what data is used by the platform to determine how to scale your budget. In the example above, Amazon and Shopify is the selection, which means all order data from both platforms will be used to calculate the daily budget.
Goal Type: The options available will be determined by what you scale based on, but are limited to ROAS, CPP, and CPA.
Event: This is where you will select the event that is being used to track your goal. If you goal is CPP, then you should select the Purchases event. If your goal is ROAS, then selecting Purchases Value would make more sense.
Goal: This will be displayed as CPP Goal, ROAS Goal, etc. depending on the Goal Type selected in the previous step. In the example above, a $14 CPP goal has been set.
Floor Budget: This is the minimum amount for your scaling budget. If the calculated budget is below this amount, we will set it to this value instead.
Budget Ceiling: This is the maximum amount for your scaling budget. If the calculated budget is above this amount, we will set it to this value instead.
By default, we use all products in the store for Auto Optimize calculations. If you want to use only a specific set of products, you can choose that option by clicking Select Products.
The Products for Scaling modal will pop up, where you can configure your desired settings for Shopify, Amazon, and WooCommerce. Once your preferred settings are set up, click Use Selected Products.
Once all of your Scaling Budget settings are configured, the platform will adjust budgets daily in relation to your campaign performance against your scaling goals. For example, if your goal is $14 CPP and a $10 CPP is being achieved, ROUX will automatically scale your ad spend since there is room for growth based on your CPP goals.