Using the Bulk Operations Tool
Perpetua's Bulk Operations tool allows you to make mass changes to multiple Walmart Sponsored Products goal at the same time using a CSV file. To get started, navigate to your Sponsored Products tab and click the "Bulk Operations" icon under the Goals tab.
In the dropdown that appears, click "Download CSV Template". This will generate a CSV file for you to download that will contain all of your Walmart Sponsored Products goals and their details.
Once you download and open the CSV file, it'll look like the screenshot below (note: the screenshot does not include all the available columns). Each goal will contain a row labeled Goal Configuration, which will contain all the data related to the targeting type, goal status, daily budget, ROAS, and phrases. Below each of these will be rows labeled Item ID for each product that is being advertised in that goal. These will show data like the item ID and item ID status.
To make changes to the goal itself or the products within it, you'll need to edit those details in their respective rows and columns. The types of changes you can make to your goals in this file are listed below:
Launching a new goal
*Note: some of the column positions in this video have changed. Please refer to the template breakdown below for the updated version.
Add or remove a product
Update the goal name
This change is made in column E simply by entering your desired goal name into the cell.
Pausing a goal
To pause a goal, change the status in column F from "Enabled" to "Paused".
Pausing a segment within a goal
To pause an individual segment within a goal, change the status from "Enabled" to "Paused" in that segment's respective column. For example, the status for Branded segments is in column M and for Unbranded in column P.
Updating daily budget and target ROAS
Changing the daily budget and target ROAS is done in the segment-specific columns. For example, if I'm running a Universal goal, I would change my budget and target ROAS in columns I and J, respectively. For Brand-Based goals, this is done in columns K and L for the Branded segment and columns N and O for the Unbranded segment.
Change keyword harvesting settings
To enable the "auto add targets" toggle in your advanced goal settings, set the value in column X to "On".
If you'd like to add a custom harvesting threshold that must be met before a keyword is harvested in your goal, enter that number in column Y.
After making your desired changes, save the CSV file. Then, navigate back to your Perpetua account and the Sponsored Products dashboard. Click the "Bulk Actions" icon once again, but this time select "Upload Bulk Changes". Once you upload your updated file, the changes will be reflected in Perpetua immediately.
Sometimes you may encounter errors when making bulk changes to your goals. Listed below are some examples and what they refer to:
"Both branded and unbranded segments cannot be in a paused state simultaneously".
This error is saying you can't change all segment statuses to "Paused". It can appear if your goal has 2 segments and you update your goal status to "Paused" while also updating your segment statuses to "Paused". If your intention is to pause all segments, simply pause the goal instead.
This error can also appear if you update the status of your segments in a goal to "Paused" while leaving the overarching goal status as "Enabled".
"Branded Budget must be at least 50.0; Branded Target ROAS must be greater than 0".
If your segment budget and/or ROAS do not meet these requirements, you'll receive this error. Updating those details to acceptable figures will resolve the error. Alternatively, if you leave the values blank or delete them, no error will be shown and the values will default back to what they were before.
If the upload fails, a red error message will pop up in the upper right corner. Here are ways you can resolve this problem:
Download the .csv template as the error message suggests.
In the new .csv file, you will only see the error rows.
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.
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 is used to pause or enable branded segments in brand-based goals.
COLUMN N and O 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 P is used to pause or enable unbranded segments in brand-based goals.
COLUMN Q (Branded Phrases) is used to define your brand name and misspellings. Separate these terms with a comma.
COLUMN R (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 S (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 T (Starting Keyword Bid) is the fixed bid for the keyword you are adding. Enter a numeric value.
COLUMN U (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 V (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 W (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 X (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 Y (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 Z and AA (Errors and Warnings) will only be populated after a failed upload. These columns will be blank the first time you download the template.
Article last updated February 2023. If you find this information to be out of date, please contact firstname.lastname@example.org