Smarter Week

How to automate it

How to automate “adjust bids, budgets and audiences across ad platforms”

Here are 2 ways to spend less time on this, best first. Each comes with steps you can follow today.

45 min
typically, a few times a week
45%
of the time can be automated
Some setup
to set up

Fix 1 of 2

Software featureBest fix

Use the ad platforms' automated bidding and rules

Google Ads Smart Bidding and Performance Max, Meta Advantage+ and LinkedIn automated rules adjust bids and budgets for you. You set the goals and guardrails and review weekly.

Typically saves about 35% of the time2 h to set up
  1. 1Make sure conversion tracking is set up and trustworthy first.
  2. 2Move stable campaigns to automated bidding with a target cost or return.
  3. 3Add automated rules to pause ads above a cost limit or alert you on overspend.
  4. 4Review weekly instead of tweaking daily; keep a manual test campaign if you want a control.

Tools: Google Ads Smart Bidding and Performance Max · Meta Advantage+ · LinkedIn Ads automated rules · Microsoft Ads

Fix 2 of 2

Automation

Pull every platform's numbers into one dashboard automatically

Supermetrics, Funnel, Windsor.ai or the native connectors in Google Data Studio and Power BI pull ad, social, web and email data into one place that refreshes itself.

Typically saves about 65% of the time4 h to set up
  1. 1List the platforms and the five or six numbers you report on.
  2. 2Connect them with Supermetrics, Funnel, Windsor.ai or native Google Data Studio and Power BI connectors.
  3. 3Build the dashboard once in Google Data Studio, Power BI or Google Sheets.
  4. 4Schedule it to email the link weekly; stop building the report by hand.

Tools: Supermetrics · Funnel · Windsor.ai · Google Data Studio (formerly Looker Studio) · Power BI · HubSpot dashboards

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

Demand Gen / Performance Marketing

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Other common tasks for Demand Gen / Performance Marketing teams