How Do I Bulk Update Programmatic Ad Group and Targeting Options

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The Editor
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In XPO, you can bulk operate (i.e. add, remove, edit) on multiple ad groups for Programmatic Channel in one go.


Instructions

    1. In campaign detailed screen, under the Ad Groups section, select one or more (programmatic) ad groups that you wish to update/edit.  
    2. Under Edit, select an option (a) Settings, (b) Audience, (c) Technology, (d) Content, and (e) Inventory Resource.



    3. Click Save to submit your bulk update request. The request will be queued for processing, and will take a few second/minutes. You can check the status of the request under the menu Utility > Bulk Actions.


(a) Change Ad Group Settings

Here, you can change ad group(s) details:

  • Name
  • Start and End date
  • Budget
  • Spend limit
  • Bid strategy
  • Bid value and
  • Billing events


(b) Change Targeting Option - Audience


These are the targeting options that you can change: 

(i) Audience Segment

  • From the Audience option, select Audience Segment to add/edit/remove a segment for the selected ad groups.
  • Click on +Audiences to get the list of all audiences created under this account. The tags will describe the type of audience segment. You can link new audiences to the selected ad groups.
  • From the selected ad groups in step 1, you can now filter the ad group(s) for which you wish to add a particular audience segment(s) for and the changes will reflect for the selected ad groups only.

  • You can Include or Exclude the segments accordingly.

  • From the audience list, you will be able to see the number of ad groups linked to them and accordingly select or deselect an ad group.

    

(ii) Day & Time

  • Update the day and time for multiple ad groups here.
  • Opt for either All days or Working hours, the changes of which will reflect on the selected ad groups, or select them manually.
  • Select a timezone, either Advertiser timezone or User timezone.

NOTE: Whenever you bulk update multiple ad groups with different dayparting/ timing, only a default/common value will be shown on the UI.

 

(iii) Age & Gender

  • Update the age and gender for multiple ad groups here.
  • You can select the age range from 18 up to 65+.
  • You can select gender as Unknown, Male, or Female. Unknown is the default selected gender.

 

(iv) Geography/Geolocation

  • You can add/remove locations to multiple ad groups from here. You will not be able to remove all locations. Having at least one location is mandatory.
  • You can import geo-lists, which were created using Programmatic as a channel.
  • You can search for locations and add them as targeting locations.
  • From the Actions dropdown menu, you can Include/Exclude the added locations as well as change the bid of specific location(s).
  • From the location list, you will be able to see the number of ad groups linked to them and accordingly select or deselect an ad group.

 

(c) Change Targeting Option - Technology

 

(i) Device Type

  • Update device type settings for multiple ad groups from here.
  • Add devices from the +Device Types button and also make edits to bid adjustments for devices added.
  • If the selected ad groups do not have a specific device setting, by default, all devices will be selected for the ad groups.
  • Edit the Include settings of specific devices from the list.

 

(ii) Device Models

  • Update device model settings for multiple ad groups from here.
  • Add device models from the +Device Models button and also make edits to bid adjustments for device model(s) added.
  • From the Actions menu, edit the Include settings of specific devices from the list.
  • From the device model list, you will be able to see the number of ad groups linked to them and accordingly select or deselect an ad group.

(iii) Device OS

  • Update device OS settings for multiple ad groups from here.
  • Add device OS from the +Device OS button and also make edits to bid adjustments for device OS(s) added.
  • From the Actions menu, edit the Include settings of the specific device OS from the list.
  • From the device OS list, you will be able to see the number of ad groups linked to them and accordingly select or deselect an ad group.

(iv) Connections / Modes of Connectivity

  • Update Connections settings for multiple ad groups from here.
  • Add Connections from the + Connections button and also make edits to bid adjustments for device OS(s) added.
  • From the Actions menu, edit the Include settings of the specific Connection(s) from the list.
  • From the Connections list, you will be able to see the number of ad groups linked to them and accordingly select or deselect an ad group.

 

(v) Environments

  • Update Environments (e.g. mobile web, web, mobile app, or web) settings for multiple ad groups from here.
  • Add Environments from the + Environments button and also make edits to bid adjustments for them.
  • From the Actions menu, edit the Include settings of the specific Environment(s) from the list.
  • From the Environments list, you will be able to see the number of ad groups linked to them and accordingly select or deselect an ad group.

 

(vi) (Telecommunication) Carriers

  • Update Carrier settings for multiple ad groups from here.
  • Add Environments from the + Carriers button and also make edits to bid adjustments for them.
  • From the Actions menu, edit the Include settings of a specific Carrier(s) from the list.
  • From the Carrier list, you will be able to see the number of ad groups linked to them and accordingly select or deselect an ad group.

 

(vii) Browsers

  • Update Browsers settings for multiple ad groups from here.
  • Add Browsers from the + Browsers button and also make edits to bid adjustments for them.
  • From the Actions menu, edit the Include settings of a specific Browser(s) from the list.
  • From the Browser list, you will be able to see the number of ad groups linked to them and accordingly select or deselect an ad group.

(viii) IP Lists 

  • Update IP Lists that you want to narrow in or exclude for multiple ad groups from here.
  • Add IP Lists from the + Add IP Address button and you can also Import IP List(s).
  • Make edits to bid adjustments for them too.
  • From the Actions menu, edit the Include settings of a specific IP address(s) from the list.
  • From the IP Lists, you will be able to see the number of ad groups linked to them and accordingly select or deselect an ad group.

 


(d) Change Targeting Option - Content

(i) Link Creatives

  • Link/unlink creative(s) for multiple ad groups here.
  • The + Link Creative list consists of all creatives created in the selected Account.
  • The list shows Creative Name, Start, and End Date. The tag displayed will specify the type of creative format.
  • If the selected ad groups already have a few linked creatives, you can choose to unlink the same. 

 

(ii) Languages

  • Update/add/remove languages for multiple ad groups here.
  • If the selected ad groups have few languages selected, you can choose to remove them.
  • Add new languages by clicking on + Languages which will then reflect in the selected ad groups, and also make edits to bid adjustments for them.
  • You can select the source as User Agent or Lumina.
  • From the Actions menu, edit the Include settings of a specific Language(s) from the list.
  • From the Language list, you will be able to see the number of ad groups linked to them and accordingly select or deselect an ad group.

 

(iii) Sites

  • Update/add/remove Websites for multiple ad groups here.
  • Add new Sites by clicking on + Sites which will then reflect in the selected ad groups, and you can also Import Site Lists.
  • Make edits to bid adjustments for them too.
  • From the Actions menu, edit the Include settings of a specific Site(s) from the list.
  • From the Site list, you will be able to see the number of ad groups linked to them and accordingly select or deselect an ad group.

 

(iv) Apps

  • Update/add/remove Apps for multiple ad groups here.
  • Add new Sites by clicking on + Apps which will then reflect in the selected ad groups, and you can also Import App Lists.
  • Make edits to bid adjustments for them too.
  • From the Actions menu, edit the Include settings of a specific App(s) from the list.
  • From the App list, you will be able to see the number of ad groups linked to them and accordingly select or deselect an ad group.

 

(v) Ad Spaces

  • Update/add/remove Ad Spaces for multiple ad groups here.
  • Add new Ad Spaces by clicking on + Ad Spaces which will then reflect in the selected ad groups, and you can also Import Ad Spaces Lists.
  • Make edits to bid adjustments for them too.
  • From the Actions menu, edit the Include settings of a specific Ad Space(s) from the list.
  • From the Ad Space list, you will be able to see the number of ad groups linked to them and accordingly select or deselect an ad group. 

 

(vi) Brand Safety

  • Update/add/remove Brand Safety for multiple ad groups here.
  • Add new Brand Safety options by clicking on + Brand Safety which will then reflect in the selected ad groups.
  • From the Brand Safety list, you will be able to see the number of ad groups linked to them and accordingly select or deselect an ad group. 

 

(vii) Frequency Cap

  • Update Frequency Cap for multiple ad groups here.
  • You can add the number of impressions per minute, hour, day, week, or month.

 

(viii) Segments

  • Update/add/remove Segments for multiple ad groups here.
  • Add new Segments by clicking on + Segments which will then reflect in the selected ad groups, and for Sub Segments you can select + Sub Segments.
  • Make edits to bid adjustments for them too.
  • From the Actions menu, edit the Include settings of a specific Segment(s) from the list.
  • From the Segment list, you will be able to see the number of ad groups linked to them and accordingly select or deselect an ad group. 

 

(ix) Viewability

  • Update Viewability for multiple ad groups here.
  • You can select your viewability option from the dropdown list.

 

 

(e) Change Targeting Option - Inventory Resource

(i) Exchanges

  • Update/add/remove Exchanges for multiple ad groups here.
  • Add new Exchanges by clicking on + Exchanges which will then reflect in the selected ad groups.
  • Make edits to bid adjustments for them too.
  • From the Actions menu, edit the Include settings of a specific Exchange(s) from the list.
  • From the Exchange list, you will be able to see the number of ad groups linked to them and accordingly select or deselect an ad group. 

 

(ii) PMP Deals

  • Update/add/remove PMP Deals for multiple ad groups here.
  • Add new PMP Deals by clicking on + Deals which will then reflect in the selected ad groups.
  • Make edits to bid adjustments for them too.
  • From the Actions menu, edit the Include settings of a specific Deal(s) from the list.
  • From the PMP Deal List, you will be able to see the number of ad groups linked to them and accordingly select or deselect an ad group. 

 

 

Bulk update option will only be enabled when ALL of the selected ad groups are of the same type (e.g. programmatic only, and not mixing). Otherwise, the Edit button will be grayed out.

 

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