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Recommendations and Strategies

How do I use the Recommendations tab in Perpetua? What are Strategies?

Andrea Mamone avatar
Written by Andrea Mamone
Updated over a month ago

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Introduction

Perpetua's Recommendations provide suggestions to improve performance based on your specific strategies and the performance of your goals. To see and apply Perpetua's Recommendations, you will first need to create a strategy.



Available Strategies

The currently available strategies are:



How Do I Create a Strategy?

1️⃣ Navigate to the "Recommendations" tab from the left-side panel of your account (1) and then access the "Strategies" tab within it (2). Click on the "Get Started" button (3) to start the creation flow.


2️⃣ Depending on the Strategy you have selected, you will see different required inputs.
Find out more about the flow, by visiting the related Help Centre articles dedicated to each strategy here.

🚨 Note 🚨
Certain Strategy Types restrict the use of the same goal in multiple strategies. For instance, the Strategy Type "Always-On Budget Optimization" follows this rule.

If you need to remove a goal from a strategy that encompasses all current and future goals, select it from the list. Doing so will remove the goal from the previous strategy, which will then include "All Other Goals" instead of "All Goals."


3️⃣ If you already created a Strategy for a specific type, you can consider adding a new one to it. Click on the "Add Strategy" button and continue the creation flow of it:

🚨 Note 🚨
Creating a strategy will NOT automatically make any changes to any of your goals. This means that there is no risk in creating one to see what recommendations it provides. Find out more in the next section of this article.


What Happens After Creating a Strategy?

Once you have turned on a strategy, Perpetua's ad engine will start to generate recommendations for you.

1️⃣ The tab on the left-side panel of your account, will show a purple bubble, which indicates that recommendations were generated:



2️⃣ Go to the "Recommendations" tab (1), where all your configured strategies will be listed (2). Once the engine generates recommendations for your strategies, they will appear with additional details in the right panel of each strategy (3).

3️⃣ By clicking on the strategy that generated a recommendation (1), you can review the details and choose to either "Dismiss", "Edit" or "Approve" it/them (2).

  • Approve: You agree with the proposed recommendations, and they will be applied to your goal.

  • Dismiss: You choose not to receive any new recommendations for this goal, based on the specific strategy, for the next 7 days.

  • Edit: You can modify the proposed values before applying them to your goal (see image below).

4️⃣ Bulk Approve or Dismiss:

Tick off the box to select, or deselect, all the provided recommendations at once (1).

This will provide you with the opportunity to dismiss or accept multiple recommendations at once (2).

5️⃣ You can also view generated recommendations from the Goal Deep-Dive Dashboard. Access the goal to which you've applied a strategy, and you'll find the recommendations displayed on the right-hand side control panel.

From there, you can review and take action on all the recommendations for that goal. If multiple strategies are applied, click on "View All" to expand the panel and see all available recommendations.

💡 If you'd prefer not to see recommendations for a specific goal, the best option is to remove that goal from the strategy.
If the current recommendations don't align with your preferences, you can either reject them, remove specific goals from the strategy or disable the strategy entirely.

6️⃣ Review the "Activity Stream" to get historical visibility on your applied/dismissed recommendations:

  • Filter by: Activity Type

  • Activity Type: Recommendations Dismissed/Applied.



Why I Haven't Received Any Recommendations?

  • It can take up to 6 hours for your first recommendations to show up.

  • If the threshold specified during strategy creation is not met, the engine will not send a recommendation.
    For instance, if you set an "SP Inventory Optimization" strategy with a threshold of 15 for inventory, recommendations will only be generated once the inventory reaches this level. In the "Total ACoS Optimization", for example, certain criteria must be met for the engine to generate the recommendation.

If you have additional questions or need further assistance regarding why you haven't received any recommendations, please contact your Data Strategist or reach out to our Chat Support team. They will be able to provide more specific insights and help resolve any issues.


How Do I Modify or Delete a Strategy?

You can edit any of your active strategies at any point in time. Keep in mind that any change to a strategy (aside from the strategy name) will cause all current recommendations on that strategy to be removed, and it may take up to 6 hours to generate new recommendations.

To make changes to a strategy (or to delete it):

1️⃣ Go to the "Strategies" tab under "Recommendations". Click on the three dots located on the right side of a strategy. From there, you'll have the option to either delete the strategy or edit it.

🚨 Note 🚨
Delete strategies cannot be restored, but you can create a new one with the same goals and inputs.


2️⃣ When editing, you can adjust values, goals, and other inputs through the Editing Strategy flow. Click on the "Update Strategy" purple button to confirm.





FAQs

Click on the ▶️ icon to expand and view the answer.

What if I Have a Specific Strategy I Want to Implement?

If there’s a strategy you’d like to see in Perpetua that we don’t currently offer, we’d love to hear from you! To submit your idea, please reach out to our Support team through live chat and they can file a feature request on your behalf.

What Happens to Recommendations When I Make Changes to a Goal?

If you make changes to segments within your goals (budget or target ACoS), the active recommendations for that segment will be removed as they may no longer be applicable. It will then take 5-7 days for new recommendations to populate based on the changes you have made.

Why Doesn't Perpetua's Ad Engine Automatically Make These Changes?

Perpetua's AI-powered ad engine works to optimize your campaigns based on the ACoS target that you have set. Recommendations will help you to implement more advanced strategies where you need to have a human in the loop to make specific decisions. This includes increasing budgets and changing the strategy on specific products or keywords to help execute on a larger objective for your business.


Article last updated September 2024. If you find this information to be out of date, please contact hello@perpetua.io.

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