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🚨Things to Note🚨
The current functionality of this tab is limited to managing Sponsored Products only. Additional capabilities for this tab will be released in the near future and this article will be updated accordingly to reflect that.
To learn how to conduct bulk operations for your goals & segments, please review this article.
To learn how to conduct bulk operations for your targets, please review this article.
To learn how to conduct bulk operations for your Sponsored Brands goals, please review this article.
Bulk Actions for Campaigns
Listed below are the current actions you can perform on your Sponsored Products campaigns using the bulk CSV file:
📗Supported Actions
Pausing or enabling campaigns.
Applying, editing, and removing Budget Allocation Limits.
📕Not Supported Actions
Pause all the campaigns within a Segment.
Pause a Keyword Boost campaign.
Add, edit, or remove a Budget Allocation Limit on campaigns that are toggled off by the user (where "Active" column status is Paused).
Add a Budget Allocation Limit on a keyword boost or single campaign goal.
CSV Breakdown
Column | Type of Information | Additional Instructions |
A | Operation | Any rows where you're making a change must have Update included as the value in this column. If the field is left blank, Perpetua will ignore the changes made in the file when uploading into your account. |
B | Goal Title | What your goal is named in Perpetua. |
C | Goal Type |
|
D | Segment | The segment that this campaign is a part of. |
E | Campaign Name | The name of the campaign as it appears in Perpetua. |
F | Campaign ID | Auto-populated with your campaign ID. |
G | Active |
|
H | Status |
|
I | Budget Allocation Limit |
|
J | Budget Utilization | Results the percent of the current budget that the campaign has consumed, based on spend data from the selected date range. |
K | Budget | Results the current budget of the campaign. This value is set by the ad engine. |
L-U | Performance Metrics |
|
V | Description | Indicates whether a change in a row was successfully pushed through. |
W | Result | Shows the result of the change. |
X | Errors | Specifies types of errors that need resolution before upload. |
Y | Warnings | Indicates warnings that need attention before upload. |
Navigating the Bulk Operations Tab
The Bulk Operations tab allows you to manage and make bulk changes to your existing Perpetua campaigns all in one place. Listed below are instructions on how to setup your CSV file, download and upload it, and view the download & upload history across your account.
1️⃣ Go to the "Bulk Operations" Tab
Navigate to the Bulk Operations tab in your left sidebar and select "Make changes to existing Perpetua campaigns".
2️⃣ Select a Date Range
The Performance Date Range field is where you indicate the time period you'd like to be used when pulling in your campaign performance data into the CSV file. This information will be presented in columns L through U and is limited to a 30-day period.
3️⃣ Ad Type
Set the Ad Type dropdown to Sponsored Products and the Granularity Level dropdown to Campaigns.
4️⃣ Download your Sheet
Click the "Download Custom Spreadsheet" button.
5️⃣ Edit your Sheet
After downloading and opening the template, all the changes will be made within. Please refer to the column breakdown to understand how to make edits to your campaigns.
6️⃣ Upload your Sheet
Once all of your desired changes have been made in the CSV file, upload it to your Perpetua account. You'll see the progress bar update in the Download & Upload History section below.
7️⃣ Error Messages/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 on the far right. 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 result, errors, and warnings columns. Correct the rows with the issues, save the file, and re-upload the CSV to try again.
Article last updated January 2024. If you find this information to be out of date, please contact hello@perpetua.io