# Automation

Using different metrics such as CR, CTR, CPC, RPC, Clicks, Conversions, and more. Automated rules take full advantage of their performance and quickly alert and generate rule violation reports in the fastest defined time.

**Go to Tools » Automation**

![](https://2731110321-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-ME6HkHUCzlM0Mu33Q9W%2F-MMnZpJ7TaWxxCu0SXIW%2F-MMnaLkWpnHUhdfnb0Vi%2F7696f182255c55c2f2d4d229f7982b19.gif?alt=media\&token=436bad68-94bb-4760-a5b1-2bfb2d1a7221v)

To create a new Automation rule, Go to **Create Automation**

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### **Automation rule Fields**

**General Config**

<table data-header-hidden><thead><tr><th width="150"></th><th></th></tr></thead><tbody><tr><td><strong>Field</strong> </td><td><strong>Description</strong></td></tr><tr><td>Rule Name</td><td>Name of the Automation rule</td></tr><tr><td>Block Level</td><td><ul><li>Offer level</li><li>Affiliate level</li><li>Sub source level</li></ul></td></tr><tr><td>Advertiser </td><td>Advertisers will be selected here</td></tr><tr><td>Offers</td><td>Offer to apply Automation rule will be selected here </td></tr><tr><td>Affiliates</td><td>Affiliate to apply Automation rule will be selected here </td></tr><tr><td>Sub*</td><td>Parameter to receive Sub Affiliate ID will be selected here</td></tr></tbody></table>

#### Threshold

Value under which the Automation rule will not be triggered&#x20;

<table data-header-hidden><thead><tr><th width="154.24070450097844"></th><th></th></tr></thead><tbody><tr><td><strong>Field</strong> </td><td><strong>Description</strong></td></tr><tr><td>Conversion</td><td>Count of Conversions will be added here</td></tr><tr><td>Clicks</td><td>Count of Clicks will be added here</td></tr><tr><td>Impressions</td><td>Count of Impressions will be added here</td></tr></tbody></table>

#### **Filters/Schedule**

<table data-header-hidden><thead><tr><th width="150"></th><th></th></tr></thead><tbody><tr><td><strong>Field</strong> </td><td><strong>Description</strong></td></tr><tr><td>Report Status</td><td>Check Reports of the Offers with a specific status</td></tr><tr><td>Data Look back</td><td>Check Reports of the Offers within a period of the current time(In hours)</td></tr><tr><td>Schedule </td><td>Time interval to trigger another cycle Automation rule</td></tr><tr><td>Daily Start - End</td><td>It is the start date and end date of the Automation rule</td></tr></tbody></table>

#### Compare&#x20;

<table data-header-hidden><thead><tr><th width="150"></th><th></th></tr></thead><tbody><tr><td><strong>Field</strong> </td><td><strong>Description</strong></td></tr><tr><td>Field</td><td><ul><li>CR</li><li>CTR</li><li>CPC</li><li>RPC</li><li>eCPM</li><li>eRPM</li><li>UCR (UniqueClickRate)</li><li>Conversions</li><li>Clicks</li><li>UniqueClicks</li><li>Impressions</li><li>Revenue</li><li>Payout</li></ul></td></tr><tr><td>Compare Type </td><td>Condition on which the rule must block<br>Like - If Clicks greater than Max Value</td></tr><tr><td>Minimum - Maximum Value</td><td>Define Maximum and minimum values according to compare type</td></tr></tbody></table>

#### Whitelist

<table data-header-hidden><thead><tr><th width="150"></th><th></th></tr></thead><tbody><tr><td><strong>Field</strong> </td><td><strong>Description</strong></td></tr><tr><td>Offer</td><td>Exclude Offers from Automation rule from here</td></tr><tr><td>Affiliate</td><td>Exclude Affiliates from Automation rule from here</td></tr><tr><td>Sub-Affiliate</td><td>Exclude Sub-Affiliates from the Automation rule from here</td></tr></tbody></table>

#### Config

<table data-header-hidden><thead><tr><th width="150"></th><th></th></tr></thead><tbody><tr><td><strong>Field</strong> </td><td><strong>Description</strong></td></tr><tr><td>Resume After</td><td>Time to restart after the Automation rule block</td></tr><tr><td>Notification</td><td>Enabling it will send an alert regarding rule block</td></tr></tbody></table>

![](https://2731110321-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-ME6HkHUCzlM0Mu33Q9W%2F-MMnZpJ7TaWxxCu0SXIW%2F-MMnb9GYHqOUNb5_2nkk%2Fe598431f8398d3cc27e2fe1ed9251d70.gif?alt=media\&token=9e6c49e2-42bb-49e9-904e-b67eadfb8cc0)

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### Automation Logs

Actions taken based on your Automation rules are listed in **Automation** **»** **Logs**. There you'll be able to see every action listed with the affected Partners and Offers, additionally the Automation rule that triggered the action.

#### Block Level

1. **Offer Level** - Rule block worked on complete Offer.
2. **Affiliate Level** - Rule block worked on specific Affiliate.&#x20;
3. **Sub Affiliate Level** - Rule block worked on those Sub-sources.

#### **Alarm**

1. **Healthy** :white\_check\_mark: - Rule block is working fine.
2. **Alarmed**:warning: -  Rule has been broken.&#x20;

#### **Offer / Affiliate / Sub-Source**

Based on the "block-level", Whichever **"**&#x4F;ffer / Affiliate / Sub Sourc&#x65;**"** has been blocked temporarily will display here.

#### **Current value**

This column shows the "Current value" reached from compared data, at the time rule was checked.&#x20;

#### **Time**

This column specifies the time when the rule was scheduled to check the actual time when the rule was checked.&#x20;

#### **Block Time**

This column specifies the time when the rule activated the blocks (on those levels which are specified)

#### Status

1. **OK -** No block has been applied to the rule.
2. **Clear Block -** The value has been blocked. Block can be clear using this.

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Video Tutorial - Offer Automation

{% embed url="<https://www.youtube.com/watch?v=RL7M67nzcUk>" %}