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Start Adspert Optimization: Step-By-Step Guide

Step-by-step guide to start the optimization: create Performance Group, add campaigns, set goal, and allow learning status.

Karin Hollstein avatar
Written by Karin Hollstein
Updated this week

Start Adspert Optimization: Step-By-Step Guide

Starting Adspert optimization is directly related to creating at least one Performance Group, assigning campaigns to it and setting a goal. This is why this step-by-step guide explains not only how to create a Performance Group but also covers all related basics.

The process of creating a New Performance Group is divided into a few parts:

  1. Create your Performance Group(s)

  2. Name

  3. Goal - choose a suitable optimization goal and set its value

Attention: Learning Status 

When you first start with Adspert, the algorithm needs a bit of time to learn about your account and campaigns. The learning status takes approximately 7 days.

Please read in this article what needs to be considered while your Performance Group has the learning status.

Transcript - Video - What is a Performance Group?

A Performance Group, also known as PG, is a group of campaigns that are optimized towards a shared optimization goal, like maximizing sales or achieving a specific ACoS.

If you just started using Adspert, setting up your Performance Group might feel a bit unfamiliar. But don't worry. Most users complete this setup in under ten minutes and you don't need any technical experience to get started.

To keep things clear and effective, just follow two simple principles. One: pair apples with apples. And two: less is more.

Let me explain.

Pairing apples with apples means grouping campaigns that have something in common. That means placing campaigns with similar performance, products, ACoS values, or other metrics into the same Performance Group. For example, put campaigns with similar products in one Performance Group and those with similar ACoS in another.

If your campaigns have little or even no conversions, then I recommend you a slightly different approach. Put campaigns with low number of conversions in one Performance Group and those with more conversions in another.

Why? Because Adspert optimizes all campaigns in a PG toward the same goal. So keeping similar campaigns together helps our AI make smarter, faster decisions.

Less is more means you don't need dozens of performance groups to get good results. In fact, most users see better results with fewer, well structured PGs.

As a ballpark, it's better to have ten Performance Groups than a hundred when you're starting out. And having fewer Performance Groups is easier to manage and track for both you and Adspert.

One cool tip. If you run campaigns with fixed budgets in different marketplaces, for example, five hundred euros for Germany and one thousand dollars for the US, then it's best to create separate Performance Groups for each. So one for your German campaigns and another PG for your US campaigns. And in that way, each PG stays aligned with its own budget.

And that's basically it. Stick to those two principles: similar campaigns, simple structure, and you will be set up for success.

1. Start the Creation Flow

  • Go to the Goals page.

  • Click Create New Performance Group.

  • The creation flow opens in a single-page layout (similar to Create Campaigns), where you can move freely between sections before saving.

2. Define Basic Information

In the first step, enter:

  • Name of the Performance Group.

  • Currency (by clicking on the little arrow a drop down opens and you can choose the preferred currency)

  • Optimization type: Revenue or Profit optimization (only shown if more than one type is available).

You may also choose to create an empty Performance Group without campaigns.

Click Save to continue. This is an advanced setting. When you create your first Performance Group we recommend not to choose this option and create your Performance Group by adding your campaigns to the Performance Group and follow the flow as usual.

3. Select Campaigns

  • Use the available filters and search to find campaigns.

  • Move chosen campaigns from the left list to the right list by clicking on the campaign you want to add to the Performance Group.

  • You can "Select all" or "Deselect all" if you want to move all campaigns at once from the left to the right and vice versa.

  • Once all selected campaigns are on the right side click Save and all of them will be included in the new Performance Group.

4. Set the Goal

This is the most important part of creating a Performance Group.


The default goal is Maximize Sales with a Daily Cost Limit (formerly Cost/Day).

When creating a new Performance Group the only option available is the Maximize Sales with a Daily Cost limit. Read this article to know why.

  • Scenarios: Is the value in the 30 days Scenario range

  • Last Goal Change: The goal was changed only recently. It’s better to wait before making another change

  • Historic Values: Is the selected value in the +/-20% range to the historical value

  • Current Goal: Is the selected value in the +/-20% range of the current goal

  • Daily Budget: Is the selected value at least 80% of the daily campaign budgets

Scenarios

Right below the Daily Cost Limit field, you’ll find Scenarios, showing the expected impact of different values (now also including impressions).

Goal Tips

A visual “close the circle” element helps you check if your goal is well set. Tips include:

  • Goal consistency with budgets.

  • Last goal change.

  • Daily budget coverage.

Try to close the circle for the best setup.

5. Set Bids

  • Max Bid is mandatory and caps Adspert’s base bids. A suggested value is pre-filled.

  • Min Bid is only available for Enterprise, Scale, and Pro customers:

    • It is optional and defaults to be empty.

    • Must be lower than or equal to Max Bid.

    • You will see hints if the Min Bid is set too high or too close to the Max Bid.

6. You want to do any changes on your setting ?

  • If you want to adjust or do any changes to the Performance Group Name, Currency & Optimization Type just click on "Edit" on the very right and Adspert will take you back to the beginning where you start (Point 2 Define your basic Information).

  • If you want to adjust the election of your campaigns for the Performance Group as well just click on "Edit" on the very right and it will take you back to your selection (Point 5 Select your Campaigns) and you can easily change the campaigns for your Performance Group.

7. Submit the Performance Group

  • Review your settings.

  • Click Submit to create the Performance Group

8. Your first Performance Group is created.

  • Right after creation, the Performance Group will show as Learning in the Health column.

  • The Performance Group Assistant may suggest changes (budget adjustments, bid settings, goal tweaks) once enough data is collected.

  • Accepting a suggestion applies immediately without additional setup.

If you want to learn more about the various Health Status please read this article.

Note: If you would like to optimize towards revenue-based goals such as ACoS, ROAS or Cost per Conversion, see this article.

Congratulations, you have successfully created a Performance Group, assigned campaigns to it and set the optimization goal!

What is next?

First, let Adspert complete the Learning. This means you should let the optimization run without any adjustments for approximately 2-3 weeks.

After Learning is finished, you can review the Performance Group results, create additional Performance Groups, adjust the goals and more. See this article to learn how to check and adjust goals.

You can create already more than one performance group. See this article to learn best practices of dividing campaigns between several Performance Groups with different goals.

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