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Introduction

How to perform bulk operations (video guide)

How to resolve errors


Introduction

This feature is only available for the creation and editing of goals. Keywords cannot be updated via bulk operations for goals at this time.

The following changes are possible through the bulk .csv upload function.

  • Launching new goals with a universal or brand-based targeting type

  • Adjusting Daily Budgets and Target ROAS on goals

  • Adding / removing products within the goals (you cannot pause them)

    • Note: Removing all products within a goal will not delete the goal. The goal cannot exist with no products, so you will get an error. You must instead delete the goal itself.

    • You can have a product in multiple goals at once.

  • Pausing and unpausing goals (you cannot delete goals)

  • Transfer products between goals

    • Note: If you remove the last remaining product from goal A to move it to goal B, you will get an error. Goal A cannot exist with no products, so you will get an error. You must instead delete goal A or add a new product to goal A in order for the upload to be successful.

Note:

  • It is possible to update the targeting type on existing goals using this feature.

    • Example. If you want to change the targeting type of a goal from universal to brand-based, input the Target ROAS and Budget for the branded and unbranded segments (columns K to L) and leave universal columns I and J empty. View the template breakdown below for a complete breakdown.

  • You can add keywords when launching a new goal using this method, but you cannot edit bids and keywords thereafter using this .csv

  • You can update goal names, not campaign names.

  • The template is not case-sensitive.

How to perform Bulk Operations

  1. Click on Sponsored Products. Next to the purple New Goal button below the graph, you will see the Bulk Operations icon that you can click to reveal the drop-down.

2. Click on Download CSV Template. Make all of your changes on this template. It will be called: Perpetua Account Name US Walmart Sponsored Products.csv.

  • Template Breakdown

    • COLUMN A (Company Name) is the name of your Perpetua account and the country. For example, I might have "Crocs US".

    • COLUMN B (Goal ID) is the unique ID associated with this campaign. Our systems will populate this automatically if you are launching a new goal. If you are adding a product to an existing goal, use the same Goal ID as the existing goal.

    • COLUMN C (Row Type) will display Goal Configuration, Item ID or Launch Keyword.

    • COLUMN D specifies the targeting type: universal, or brand-based.

      • The cell will be empty for ITEM ID rows.

    • COLUMN E (Goal Title) is the name of the goal. You can change this.

    • COLUMN F (Goal Status) is used to pause/unpause your goal.

      • PAUSED means the goal is stopped

        • Reminder: You cannot delete a goal. Deleting the row will do nothing.

      • ENABLED means that the goal is ON (in other words, the campaign is active)

    • COLUMNS G (Item ID) represents the product

    • COLUMN H (Item ID Status) can be Enabled or Deleted

    • COLUMN I and J are used to adjust the Daily Budget and Target ROAS for universal goals. Enter a numerical value in these columns. Leave it blank if you have a brand-based goal.

    • COLUMN K and L are used to adjust the Daily Budget and Target ROAS for the branded segment in brand-based goals. Enter a numerical value in these columns. Leave it blank if you have a universal goal.

    • COLUMN M and N are used to adjust the Daily Budget and Target ROAS for the unbranded segment in brand-based goals. Enter a numerical value in these columns. Leave it blank if you have a universal goal.

    • COLUMN O (Branded Phrases) is used to define your brand name and misspellings. Separate these terms with a comma.

    • COLUMN P (Keyword) is used to add keywords to your goal upon campaign launch. Do not add brand names or misspellings here, as you have already added them in column O.

    • COLUMN Q (Match Type) will be one of EXACT, PHRASE or BROAD. If you want to add more than one match type, you will need to insert a new row with row type Launch Keyword (Column C).

    • COLUMN R (Starting Keyword Bid) is the fixed bid for the keyword you are adding. Enter a numeric value.

    • COLUMN S (Starting Keyword Bid Duration) is the length of time you want to keep the fixed bid. For example, you may input 7. This means that once 7 days have passed, the bid will automatically be removed and our ad engine will takeover bid optimizations from that point forward.

    • COLUMN T (Auto Enabled) tells the system whether you want to add an AUTO campaign. For more information on the campaign types available, click here.

      • Enter YES or NO.

    • COLUMN U (Auto Bid) is a numerical value for the auto campaign. We recommend setting this auto bid similar to your 30 day historic bid. For more information on Walmart Auto Bids, click here.

    • COLUMN V (Keyword Harvesting) will be On or Off and tells the ad engine whether you want Perpetua's AI to automatically add targets to your goals. More information on keyword harvesting can be found here.

    • COLUMN X (Conversion Threshold If Harvesting) is the number of conversions you want a keyword to have before it is harvested, if you decide that you want Keyword Harvesting to be ON in column V. Leave this blank if you turned Keyword Harvesting OFF.

    • COLUMN Y and Z (Errors and Warnings) will only be populated after a failed upload. These columns will be blank the first time you download the template.

  • How to launch a goal

    • Insert a new row, and complete all of the applicable columns

      For a tutorial on how to lock rows or columns in a spreadsheet, this will be a helpful Youtube video if you are using Microsoft Excel. Similar features should be available for Google Spreadsheets, or Apple Sheets, and you should be able to find tutorials for the version of the program you are using with a quick Google search!

  • How to edit a goal's Status, Target ROAS and Budget (recall that you cannot delete a goal) - video guide coming soon

    • Edit the row with Row Type = Goal Configuration in column C. Make changes to the appropriate column for Status, Target ROAS and Budget.

      • Column I & J for universal goals

      • Columns K to N to for brand-based goals


  • How to add and remove a product (Recall that you cannot pause a product) - video guide coming soon

    • Add a product: Insert a new row, and complete all of the applicable columns

    • Remove a product: Edit the row with Row Type = Item ID in column C. Go to COLUMN H (Item ID Status) and change it from can be Enabled to Deleted. Deleting the row will not remove the product!

    • Note: If you remove the last remaining product from goal A to move it to goal B, you will get an error. Goal A cannot exist with no products, so you will get an error. You must instead delete goal A or add a new product to goal A in order for the upload to be successful.

3. Save the changes on the template, and upload the updated .csv file by clicking the purple Upload CSV button. After you select the file, you will see a progress bar showing the completion rate of the upload.

4. Once the upload is successful, a pop-up message will appear in the upper right corner to confirm that the changes have been updated.

How to resolve errors

If the upload fails, a red error message will pop up in the upper right corner. Here are ways you can resolve this problem.

  1. Download the .csv template as the error message suggests.

  2. In the new .csv file, you will only see the error rows.

  3. The successful rows will have already pushed through. Correct the rows that caused the upload to fail, and save the file. Upload the saved file again.

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