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Bulk Operations - Launch & Edit your Goals/Segments

Learn how to use Perpetua's Bulk Operations tab to manage all of your Sponsored Products goals and segments at the same time

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


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Supported Actions and Factors to Consider

Listed below are the current actions you can perform on your Sponsored Products goals and segments using the bulk CSV file:

📗Supported Actions

  • Launching new Classic & Custom goals with different targeting types (Universal, Brand-Based, Advanced).
    This includes the entire setup like indicating your targeting type, setting your target ACoS and budget, adding branded/competitor phrases, keyword/ASIN targets, and so on.

  • Adjust Daily Budgets and Target ACoS for existing goals.

  • Pause goals (🚨you cannot delete goals).

  • Adding and removing ASINs within existing goals (🚨ASINs cannot be paused)

    • Removing all ASINs within a goal will not delete the goal.

    • If you want to delete ASINs, you can set the status as "Deleted".

  • Adding targets to existing goals.

  • Adding negative matches to existing goals.

  • Editing branded/competitor phrases for existing goals.



⚠️ Factors to Consider

  • You cannot update the Targeting Type for an existing goal through bulk operations (Ex. From Universal to Brand-Based, etc);

  • Apply/edit any bid placement multiplier is not supported. (i.e Top-of-Search, Rest-of-Search, and Product Pages). Consider doing this manually in-app;

  • Deleting an ASIN from a goal and adding it to a different goal cannot be done in one spreadsheet and requires two separate uploads;

  • You can only update goal names, not campaign names:
    🚨 If you update the goal name in Perpetua, it will not reflect on Amazon.


How to Launch/Edit a Classic (Multi-Campaigns) Goal in Bulk


1️⃣ Navigate to the "Bulk Operations" tab in your left sidebar and select "Bulk Edit & Create".


2️⃣ Set "Granularity Level", "Ad Type" and "Performance Date Range"

  • From the "Granularity Level" drop-down list, select "Goals & Segments".

  • The "Ad Type" is set by default with "Sponsored Products".

  • The "Performance Date Range" field is where you indicate the time period you'd like to be used when pulling your goal performance data into the CSV file.
    A "Last 7 Days" or "Last 30 Days" time range can be applied.
    🚨 Note: This information will be presented in columns S through AD and is limited to a 30-day period. 🚨

4️⃣ Click the "Download Custom Spreadsheet" button.


5️⃣ Edit the Spreadsheet

Before jumping on the CSV file edit, it is important to understand how Goals and Segments must be defined on the spreadsheet.
Below is a table demonstrating how "Classic Goals" and their associated segments will appear on it, based on the targeting type you select.

Classic Goal = MultiCampaign_Goal

Targeting Type

Segment(s)

CSV File Value

Universal

Universal

MultiCampaign_U

Brand-Based

Branded
Unbranded

MultiCampaign_B

MultiCampaign_UB

Advanced

Branded

Category

Competitor

MultiCampaign_B

MultiCampaign_CA

MultiCampaign_CO

CSV Overview




Follow the actions from the table below that will instruct you how to fill the Spreadsheet, by considering the "Supported Actions & Factors to Considers" mentioned here.

Action

Column

Row

Values to Enter

Define Goal Type

B

Any (From 2 onwards)

MultiCampaign_Goal

Define Goal Segments

B

Below MultiCampaign_Goal

According to Goal's
type you wish to launch/edit:

  • MultiCampaign_U

  • MultiCampaign_B

  • MultiCampaign_UB

  • MultiCampaign_CA

  • OR MultiCampaign_CO

Add Product(s) row(s)

B

Below the respective Goal Segment's Type

Add a "Product" row for each ASIN you wish to advertise in the goal.

Add Goal Title

D

MultiCampaign_Goal

Name of your goal (Max 60 characters).

Define the Status of your Goal(s)/Segments

F

  • MultiCampaign_Goal

  • or the Goal Segment's Type (Ex. MultiCampaign_UB)



Enabled/Paused

Add ASIN(s)

G

Product

If advertising multiple ASINs, add one ASIN to each Product row.

Define the Status of your ASIN(s)

F

Product


Enabled/Deleted

  • Pausing an ASIN is not supported in Bulk

  • Deleting all the ASINs from the goal, will not delete the goal.

Add Daily Budget

H

Goal Segment's Type (Ex. MultiCampaign_UB)

Valid values are whole number ≥10.

Add Target ACOS

I

Goal Segment's Type
(Ex. MultiCampaign_UB)

Valid values are whole numbers ≥1

Define your Branded/Competitor Segment Phrases

L


MultiCampaign_B and/or MultiCampaign_CO

  • Branded or Competitor phrases.

  • Separate them by a comma if adding multiple.

Enter your Keywords

M, N, O

MultiCampaign_Goal

  • Enter your EXACT/PHRASE/BROAD keywords

  • Separate them by comma if adding multiple.

  • Ensure no commas are entered as the last value at the end of your list.

Enter your PAT
Targets

P

MultiCampaign_Goal

  • Enter your PAT

  • Separate them by comma if adding multiple.

  • Ensure no commas are entered as the last value at the end of your list.

Enter your Negative Matches

Q, R

MultiCampaign_Goal

  • Enter your EXACT/PHRASE negative matches.

  • Separate them by comma if adding multiple.

  • Ensure no commas are entered as the last value at the end of your list.

    🚨 Note🚨
    Negative Broad match type keywords are not supported.

Segment Min/Max Bid

T, U

Goal Segment's Type (Ex. MultiCampaign_UB)

  • Whole and decimal numbers ≥0.


Read Only Columns

Column

Name

Description

A

Company Name

Your Perpetua account name and the marketplace you advertise in.

C

Goal Id

Gets auto-populated with your goal ID.

From V to AH

Performance Metrics

  • Contain performance metrics for your goals like attributed sales, spend, ACoS, CVR, and more.

  • The timeframe of the data is controlled by the "Performance Date Range" field before downloading the CSV.


AI,
AJ,
and AK

Result, Errors and Warnings

Show you whether a change in a row was successfully pushed through and, if not, what kinds of errors/warnings need to be resolved before trying the upload again.

6️⃣ Upload your File to Perpetua
Once all of your desired adjustments have been executed in the CSV file, upload it to your Perpetua account. In the Bulk Operation tab, go to step 3 "Upload Spreadsheet with Edits" and click on the "Select or drag & drop to upload" option.
You'll see the progress bar update in the "Download & Upload History" section below.

7️⃣ Upload Status and Warnings
After the upload is complete, if there are any issues or errors with the file, you'll see those details in the "Status" column. From there, re-download the CSV file and refer to the "Result", "Errors", and "Warnings" columns (AI, AJ, and AK).


The successful rows will have been pushed through and there will be a message in the "Result" column providing you that information. Any rows that had issues and were not pushed through will have those corresponding messages in the same columns.
Correct the rows with the issues, save the file, and re-upload the CSV to try again.

If you need further support, please don't hesitate to reach your Data Strategist or our Live Chat Support.



How to Launch/Edit a Custom (Single-Campaign) Goal in Bulk

Below is a table demonstrating how a Custom goal will appear on the spreadsheet, based on the targeting type you select.​

Targeting Type

CSV File Value

Keyword Targeting

SingleCampaign_KW

Product Attributed Targeting

SingleCampaign_PAT


CSV Overview


Follow the actions from the table below that will instruct you how to fill the Spreadsheet, by considering the "Supported Actions & Factors to Considers" mentioned here.

Action

Column

Row

Values to Enter

Define Goal Type

B

Any (From 2 onwards).

🚨 If you already have goals listed on the spreadsheet, begin creating a new row starting below the product of the previous goal. 🚨

SingleCampaign_KW

or

SingleCampaign_PAT

Add Product(s) row(s)

B

Below its respective Single Campaign Goal Type.

Add a "Product" row for each ASIN you wish to advertise in the goal.

Add Goal Title

D

SingleCampaign_KW

or

SingleCampaign_PAT

Name of your goal (Max 60 characters).

Define the Status of your Goal(s)

F

SingleCampaign_KW

or

SingleCampaign_PAT


Enabled/Paused

Add ASIN(s)

G

Product

If advertising multiple ASINs, add one ASIN to each Product row.

Define the Status of your ASIN(s)

F

Product


Enabled/Deleted

  • Pausing an ASIN is not supported in Bulk

  • Deleting all the ASINs from the goal, will not delete the goal.

Add Daily Budget

H

SingleCampaign_KW

or

SingleCampaign_PAT

Valid values are whole number ≥1.

Add Target ACOS

I

SingleCampaign_KW

or

SingleCampaign_PAT

Valid values are whole numbers ≥1

Enter your Keywords


🚨 For SingleCampaign_KW only.

M, N, O

SingleCampaign_KW

  • Enter your EXACT/PHRASE/BROAD keywords

  • Separate them by a comma if adding multiple.

  • Ensure no commas are entered as the last value at the end of your list.

Enter your PAT
Targets


🚨 For SingleCampaign_PAT only. 🚨

P

SingleCampaign_PAT

  • Enter your PAT

  • Separate them by a comma if adding multiple.

  • Ensure no commas are entered as the last value at the end of your list.


Enter your Negative Matches

Q, R


SingleCampaign_KW

or

SingleCampaign_PAT

  • Enter your EXACT/PHRASE or PAT negative matches.

  • Separate them by a comma if adding multiple.

  • Ensure no commas are entered as the last value at the end of your list.

    🚨 Note🚨
    Negative Broad match type keywords are not supported.

Segment Min/Max Bid

T, U

SingleCampaign_KW

or

SingleCampaign_PAT

  • Whole and decimal numbers ≥0.


Read Only Columns

Column

Name

Description

A

Company Name

Your Perpetua account name and the marketplace you advertise in.

C

Goal Id

Gets auto-populated with your goal ID.

From V to AH

Performance Metrics

  • Contain performance metrics for your goals like attributed sales, spend, ACoS, CVR, and more.

  • The timeframe of the data is controlled by the "Performance Date Range" field before downloading the CSV.


AI,
AJ,
and AK

Result, Errors and Warnings

Show you whether a change in a row was successfully pushed through and, if not, what kinds of errors/warnings need to be resolved before trying the upload again.

1️⃣ Upload your File to Perpetua
Once all of your desired adjustments have been executed in the CSV file, upload it to your Perpetua account. In the Bulk Operation tab, go to step 3 "Upload Spreadsheet with Edits" and click on the "Select or drag & drop to upload" option.
You'll see the progress bar update in the "Download & Upload History" section below.

2️⃣ Upload Status and Warnings
After the upload is complete, if there are any issues or errors with the file, you'll see those details in the "Status" column. From there, re-download the CSV file and refer to the "Result", "Errors", and "Warnings" columns (AI, AJ, and AK).


The successful rows will have been pushed through and there will be a message in the "Result" column providing you that information. Any rows that had issues and were not pushed through will have those corresponding messages in the same columns.
Correct the rows with the issues, save the file, and re-upload the CSV to try again.

If you need any more help, please don't hesitate to reach out to your Data Strategist or our Live Chat Support.


Other Related Articles

Explore additional resources in our Help Centre that may assist you with other Bulk-Actions-related questions.

Please don't hesitate to reach out to your Data Strategist or our Live Chat Support Team if you have any further questions.


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

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