How do I Bulk Update Programmatic Ad Group and Targeting Options

Updated September 27, 2024 23:45

This feature is only applicable for Programmatic (Display, Video, Audio, Native, CTV/OTT, Email, and DOOH) campaigns.
To learn more about how bulk operations are applied to other channels in XPO, see:

XPO allows you to bulk operate (i.e. add, remove, edit) on multiple ad groups from the Programmatic Channel at the same time.

Instructions

From your XPO Admin Dashboard, navigate to the Ad Groups section and select one or more (programmatic) ad groups that you would like to edit or update.
Under Edit, you can edit the following sections: (a) Settings, (b) Audience, (c) Technology, (d) Content, and (e) Inventory Resource.
Once you've finished editing, click Save to submit your bulk update request. Your request will be processed within a few seconds to minutes. To check the status of your request, go to the menu bar to find Utility > Bulk Actions.

(a)Settings

In this section, you can edit the following ad group details:

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

Change Ad Group Settings.png

(b) Change Targeting Option - Audience

Change Ad Group - Audience.png

Below are the targeting options that you can change within the Audience section:

(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 generate a list of all the audiences created under this account. The tags represent 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 ones you wish to add a particular audience segment(s) for and the changes will reflect for the selected ad groups only.

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.
Opt for either All days or Working hours, or select them manually. The changes you make will be reflected in your selected ad groups.
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 appear.

(iii) Age & Gender

Update the age and gender for multiple ad groups.
Select a target age range from 18 to 65+.
Select your target gender as Unknown, Male, or Female. Unknown is the default selected gender.

(iv) Geography/Geolocation

You may add/remove locations to/from multiple ad groups, but at least one location must always be selected.
Import geo-lists (learn more).
Search for locations and add them as targeting locations.
From the Actions dropdown menu, Include/Exclude the added locations as well as change the bid of specific location(s).
From the location list, you can view the number of ad groups linked to each location, and select or deselect them as needed.

(c) Technology

Screenshot 2024-09-27 at 4.29.54 PM.png

(i) Device Type

Update device type settings for multiple ad groups.
Click +Device Types to add devices and make related bid adjustments.
If the selected ad groups do not have a specific device setting, then all devices will be selected for the ad groups by default.
Edit the Include settings of specific devices from the list.

(ii) Device Models

Update device model settings for multiple ad groups.
Click +Device Models to add device models and make related bid adjustments.
From the Actions menu, edit the Include settings of specific devices from the list.
From the device model list, you can view the number of ad groups linked to each device model and select or deselect them as needed.

(iii) Device OS

Update device OS settings for multiple ad groups from here.
Click +Device OS to add new Device OS(s) and make related bid adjustments.
From the Actions menu, edit the Include settings of the specific device OS from the list.
From the device OS list, you can view the number of ad groups linked to each device OS, and select or deselect them as needed.

(iv) Connections / Modes of Connectivity

Update Connections settings for multiple ad groups from here.
Click + Connections to add connections and make related bid adjustments.
From the Actions menu, edit the Include settings of the specific Connection(s) from the list.
From the Connections list, you can view the number of ad groups linked to each connection, and select or deselect them as needed.

(v) Environments

Update Environments (e.g. mobile web, web, mobile app, or web) settings for multiple ad groups from here.
Click + Environments to add new environments and make related bid adjustments.
From the Actions menu, edit the Include settings of the specific Environment(s) from the list.
From the Environments list, you can view the number of ad groups linked to each environment, and select or deselect them as needed.

(vi) (Telecommunication) Carriers

Update Carrier settings for multiple ad groups from here.
Add Environments from the + Carriers button and make related bid adjustments.
From the Actions menu, edit the Include settings of a specific Carrier(s) from the list.
From the Carrier list, you can view the number of ad groups linked to each carrier, and select or deselect them as needed.

(vii) Browsers

Update Browsers settings for multiple ad groups from here.
Add Browsers from the + Browsers button and make related bid adjustments.
From the Actions menu, edit the Include settings of a specific Browser(s) from the list.
From the Browser list, you can view the number of ad groups linked to each browser, and select or deselect them as needed.

(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. make related bid adjustments.
From the Actions menu, edit the Include settings of a specific IP address(s) from the list.
From the IP Lists, you can view the number of ad groups linked to each IP List, and select or deselect them as needed.

(d) 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 includes the Creative Name, Start Date, and End Date. The tag displayed will specify the type of creative format.
If the selected ad groups come with pre-linked creatives, you can choose to unlink them.

(ii) Languages

Update/add/remove languages for multiple ad groups.
If the selected ad groups come with pre-selected languages, you can choose to remove them.
Add new languages by clicking on + Languages which will then reflect in the selected ad groups. You can also edit the 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 can view the number of ad groups linked to each language, and select or deselect them as needed.

(iii) Sites

Update/add/remove Websites for multiple ad groups.
Add new Sites by clicking on + Sites which will then reflect in the selected ad groups. You can also opt to 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 can view the number of ad groups linked to each site, and select or deselect them as needed.

(iv) Apps

Update/add/remove Apps for multiple ad groups.
Add new Sites by clicking on + Apps which will then reflect in the selected ad groups. You can also Import App Lists and edit their respective bid adjustments.
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 can view the number of ad groups linked to each app list, and select or deselect them as needed.

(v) Ad Spaces

Update/add/remove Ad Spaces for multiple ad groups.
Add new Ad Spaces by clicking on + Ad Spaces which will then reflect in the selected ad groups. You can also Import Ad Spaces Lists and edit their respective bid adjustments.
From the Actions menu, edit the Include settings of a specific Ad Space(s) from the list.
From the Ad Space list, you can view the number of ad groups linked to each ad space, and select or deselect them as needed.

(vi) Brand Safety

Update/add/remove Brand Safety for multiple ad groups.
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 can view the number of ad groups linked to each brand safety entry, and select or deselect them as needed.

(vii) Frequency Cap

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

(viii) Segments

Update/add/remove Segments for multiple ad groups.
Add new Segments by clicking on + Segments which will then reflect in the selected ad groups. For Sub Segments, you can click + Sub Segments.
You can also edit the bid adjustments for both new segments and subsegments.
From the Actions menu, edit the Include settings of a specific Segment(s) from the list.
From the Segment list, you can view the number of ad groups linked to each segment, and select or deselect them as needed.

(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.
Add new Exchanges by clicking on + Exchanges which will then reflect in the selected ad groups. You can also edit respective bid adjustments.
From the Actions menu, edit the Include settings of a specific Exchange(s) from the list.
From the Exchange list, you can view the number of ad groups linked to each exchange, and select or deselect them as needed.

(ii) PMP Deals

Update/add/remove PMP Deals for multiple ad groups.
Add new PMP Deals by clicking on + Deals which will then reflect in the selected ad groups. You can also edit their respective bid adjustments.
From the Actions menu, edit the Include settings of a specific Deal(s) from the list.
From the PMP Deal List, you can view the number of ad groups linked to each PMP deal list, and select or deselect them as needed.

The 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.