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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 phase.

Karin Hollstein avatar
Written by Karin Hollstein
Updated over a month ago

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. Campaigns - add campaigns to a Performance Group

  2. Name

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

Attention: Learning Phase - Keep All Campaigns in One Performance Group

When you first start with Adspert, the algorithm needs a bit of time to learn about your account and campaigns. The learning phase takes approximately 2 weeks for Amazon Ads, Walmart Connect, Google Ads, Bing Ads and 4 weeks for eBay Ads. During the learning phase, we strongly advise you to keep all campaigns in one Performance Group.

Transcript - Video - What is a Performance Group?

As a first step: What is a Performance Group?

First of all, let me explain the term "Performance Group," which is specific to Adspert. A Performance Group refers to a group of campaigns that are optimized towards a common optimization goal. The idea is to group campaigns with similar goals together within a specific Performance Group. For example, if you have multiple campaigns aiming to maximize conversions or achieve a common ACoS (Advertising Cost of Sale) goal, you should place them in the same Performance Group.

If you are just starting to use our tool, we strongly recommend creating only one Performance Group and assigning all your campaigns to it. Let it run for two to three weeks. Why? Because, like anything or anyone, our AI needs some time to learn about your campaigns — a short learning phase.

How to initiate the learning phase?

Here are three simple steps:

1. Create one Performance Group.

2. Add all your campaigns to this Performance Group.

3. Set the Maximize Sales Goal with a Daily Cost Limit and let it run for two to three weeks.

The learning phase typically takes around two to three weeks for Amazon Ads, Walmart Connect, Bing Ads and Google Ads, and four weeks for eBay ads. During this time, our AI learns and adapts on its own. As long as you follow these three steps, you don't need to do anything else. Just give it time to learn, similar to training a new employee.

It's important to note that this learning phase setup applies to about 95% of cases. However, there are exceptions to consider. If your case doesn't fall into either of the exceptions I will mention, please feel free to ask your question in the chat, and myself or one of my colleagues will be happy to assist you.

The first exception is when you have connected multiple advertising accounts to Adspert, with some being e-commerce accounts (such as Amazon Ads, Walmart Connect and eBay Ads) and others being search accounts (such as Google Ads and Microsoft Bing Ads). E-commerce and search campaigns have different goals and costs. In this scenario, I recommend creating two Performance Groups—one for e-commerce-related campaigns and another for search-related campaigns.

The second exception is when you have various marketplaces with specific goals or a fixed budget for two or more different marketplaces. For example, if you have a budget of €500 for Germany and €1000 for the UK, putting campaigns from both marketplaces in the same Performance Group may result in Adspert allocating more budget to one of them. To ensure that you spend €500 for Germany and €1000 for the UK, it is recommended to create two Performance Groups—one for Germany-specific campaigns and another for UK-specific campaigns.

So, what's the bottom line of the learning phase?

By allowing our AI to learn about your account, you will achieve better results in the long run. Our algorithm gains more bidding flexibility, learns faster, and improves its understanding of the factors that enhance the performance of your campaigns. When Adspert works better, it optimizes your ads, leading to increased sales and profits. All of this happens automatically, saving you time and allowing you to focus on your core business and its growth.

If you ever encounter any difficulties while using Adspert, please visit our help center, which contains a wealth of articles and videos explaining different functionalities. Alternatively, you can get in touch with our support team for further assistance.

Afterwards, you can create more Performance Groups and divide the campaigns based on their similarities. See this article to learn best practices of dividing campaigns between several Performance Groups with different goals.

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 Phase. This means you should let the optimization run without any adjustments for approximately 2-3 weeks.

After the Learning Phase 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.

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