Before setting up rules

Proper preparation and understanding are crucial when working with automations to avoid unintended consequences and to maximize their effectiveness.

Considerations

• Be aware of the current limitations in automated scheduling and exercise caution.

• Due to these limitations, you might need to manually execute rules at times.

Recommendations

• Extensively test the rules to ensure they yield the desired outcomes.

• Have a clear plan for rule implementation on each account.

Checklist

• Ensure you have a comprehensive understanding of how the rule system functions.

• Develop a strategy for which rules to apply to a specific account.

• Set minimum and maximum bid limits at the account level.

• Lock any records that should not be updated by automations during their execution times.

Known bugs

• Critical - last execution date/time issue: The system may incorrectly display the attempted execution date/time for a rule, regardless of whether the rule was actually executed or not.

• Critical - date scheduler failure: The date scheduler is unable to correctly schedule rules for the next immediate date, leading to scheduling failures.

• Critical - non-running rule update issue: If a rule fails to run, the system does not update it to the next scheduled run date, causing potential disruptions in automation.

• Critical - campaign strategy and placement options: The system correctly saves rules with bidding placement or strategy but they are not executed

• Critical - invalid bid value: Modifying account selection triggers a bid value error.

• Visual bug in bid selector: The bid selector interface has a visual bug where it fails to display the bidding operation options.

• Missing fields and success status: When fields are missing in a rule, the system incorrectly triggers a success status without any error messages, but the rule is not actually saved.

• Saving operations and blank state: When saving operations are performed, rules pages may enter a blank state. Depending on the number of rules, this can create an illusion of “disappearing rules.”

• Run now button issue: The 'Run Now' button does not activate any loaders, giving the false impression that the system is non-responsive or “stuck.”

Future enhancements

• Filtering with conditions: Plans to introduce advanced filtering options that utilize specific conditions for more precise rule management.

• Executing actions via overview: A future enhancement to allow direct execution of actions from the overview page, enhancing convenience and control.