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Suggestions Review Page
How to Use the Suggestions Review Feature
How to Use the Suggestions Review Feature

Review, accept, or reject criteria suggestions and adjustments to their destinations.

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

Video Script

What can I see on the Suggestions Review?

You don’t have to white-knuckle your own way to discover new keywords and other criteria over and over again. That’s what Adspert’s powerful automation is for!

If at least one of the actions for your platform is set to Review, this is where the Suggestions Review page comes in.

To open Suggestions Review, hover over Criterion Hub in the main navigation bar and select “Suggestions Review” from the drop down menu.

One of the things that we’ve heard from our users is that they wanted to have more information and options available when they review the suggestions and conflicts. And that’s exactly what you can see on the Suggestions Review page.

So, after Adspert diligently harvests, refines and qualifies suitable criteria, it serves them to you here so you can review them.

– – – A quick reminder on what is “criteria”: criteria is an umbrella term for everything that can be bid on: keywords, products, categories, and so on. – – –

Besides suggestions, you can also review different conflicts that you should resolve. For instance, if there are conflicting actions between two rules, issues with destination, etc.

Any kind of conflicts cannot be independently altered by our automation, and that’s intentional. We want you to maintain control and show you the issues to them, so you can address them.

Before we go through all the elements, a quick note on the Global Selectors at the top: Accounts, Performance Groups, Active Campaigns and Ad Groups.

For the last three levels (Performance Group, Active Campaigns and Ad Groups) the selectors work for both: sources and destinations at the same time.

Sounds confusing? Let me show you it’s not that complicated. Click Ad Group selector. Now you can see that this selector has two tabs, Source and Destination. This means you can filter by sources and destinations at the same time. Also the results of both filters are shown together.

What can I see and do on the Suggestion tab?

Suggestions Review page has 2 tabs, Suggestions and Queue. Let’s start with the Suggestions tab!

The Suggestions tab displays a collection of tables. Each table represents a source ad group. It starts with the title that reflects the entire source ad group’s hierarchy. The title starts with the platform, advertising account, followed by campaign and ad group name.

After you locate the ad group you’d like to review, there’s many different columns. Let’s go through one by one.

In the first, Accept column, you can approve or reject each individual suggestion. Or, if you like everything on the page, there’s a faster way: click Accept All or Reject All. (point to Accept all/Reject all)

Attention - after you click Accept or Reject, you still need to Confirm the action. Plus, you can still change your mind and edit any exceptions. Click “Confirm” from the right and marked suggestions automatically moved from the Suggestions tab to the Queue tab. I’ll explain more about the Queue tab a bit later.

From the Suggestion column you can see all the information regarding the Suggestion:

  • Suggestion type itself with criterion type, like exclude keyword

  • Criterion, like men oily skin

  • and the suggestion reason, like Low click value

To make things easier for you, we’ve added a filter.

Click the filter icon, “Add Filter” and choose whichever filter you want. You can filter by Suggestion Type, Criterion Type, Suggestion Reason and Criterion Name. With these you can also filter by Suggestion Additions or Exclusions, only Keywords, only PATs, Placements and so on.

The next 4 columns display metrics: Conversions, Revenue, Cost and CR. These are the defaults but you can simply modify that too! Click the Metrics icon and select your preferred metrics. Does the pop up with Metrics look familiar? You’re right - you’ve seen it on the Goals and Key Figures page. Plus Adspert automatically saves your selection so you won't have to change it every time you use the page.

You can select a maximum of 4 metrics, to keep the information clear and tidy.

Again, you can fully filter the metrics as well. Click the filter icon next to the chosen metric and set any kind of filters to help you out.

One thing you cannot set is the date range for the metrics. The default is the last 30 days and this is the default that you cannot modify.

Next, from the Rule column you can see a short recap of the rule that triggered the criterion suggestion. If you’d like to see the full rule, hover over the “i” icon to get full rule details.

Then there’s the Destination column. From here you can see where the suggestion will be added.

And lastly there’s Actions. Click the menu icon. Depending which user plan you have, you will either see only the “Edit Destinations” or also the “Save as Rule” option. The latter is only available to the users with the Enterprise plan.

If you ever get stuck, click the hand icon in the upper right corner to get on-screen explanations of all elements on the page.

How to edit a suggestion's destination?

If you click Edit Destinations, you can do exactly that: set the destination. For keywords you can also set the Match Type and for others you can set a type.

First, select the destination from the left column. You can choose from the available options based on your campaign type. The options may include the same ad group, an existing ad group, or creating a new ad group. Choose whatever is available and works best for you!

Here’s where Adspert helps and guides you: only the selection of ad groups that make sense are clickable. You’re not able to select the destinations that don’t make sense. They are shown on the list but are grayed out and not clickable.

Choose the Type

After you select the destination, you need to choose the match type or type as well. Adspert helps you again: it only offers the type options that make sense based on your selected destination and all the rest are not clickable.

If you ever get stuck, click the hand icon in the upper right corner to get on-screen explanations of all elements on the page.

What can I see and do on the Queue tab?

Whenever you accept or reject suggestions, they are automatically moved from the Suggestion tab to the Queue tab.

We have listened to our users who said they would like to have a place in Adspert that displays criteria after they've been accepted or rejected but before they appear in the Log. That's precisely what the Queue is for – it's where criteria wait to be submitted. We didn’t limit it to just a list; you can also take different actions on the Queue tab. Please remember: criteria in the Queue won't stay there forever! After 24 hours of accepting or rejecting them, criteria is submitted and removed from the Queue.

Let’s jump in!

The table in the Queue tab is a condensed version of the Suggestions table. In both tabs you find a collection of tables, each representing a source ad group. However, the main difference is that the Queue tab table doesn’t include metrics.

Let’s have a look at the actions:

  • From the Actions column, click the menu icon. One or two options appear, depending on the selected criteria.

    • One option is Edit Destinations which works the same as on the Suggestions tab.

    • Another option is to Undo your decision about a specific suggestion that you’ve accepted or rejected.

You can do this one by one. Click the menu icon from the Actions column and select “Undo/Return to Suggestion”.

Or you can save yourself some time and do it in bulk. Select the suggestions from the first column and then click “Undo Selected” button.

What does “Undo Selected” and “Undo/Return to Suggestion” options do?

Both options perform exactly the same action, the only difference is in their name.

When you undo your decision, the suggestion reverts back to its original state. This means that you will also lose any changes you made to destination and match types.

Once you undo your decision, the suggestion will return to its original state in the Suggestions tab.

If you ever get stuck, click the hand icon in the upper right corner to get on-screen explanations of all elements on the page.

If at least one of the actions for your advertising platform is set to Review, this is where the Suggestions Review feature comes in. Suggestions Review enables you to manage the criteria suggestions generated by Adspert.

So, after Adspert diligently harvests, refines and qualifies suitable criteria, it serves them to you on Suggestions Review so you can review them. But you can do more than that.

You can review, accept, or reject criteria suggestions, adjust destinations and directly save suggestions as rules (the latter is only available for Enterprise users).

This guide walks you through how to do all that.

Let’s start!

Table of Contents

  1. Elements on the Suggestions Review Page

    1. Global Selectors

    2. Suggestions Tab

    3. Queue Tab

  2. Key Actions in the Suggestions Tab

    1. Filter and Sort the Table

    2. Review and Approve/Reject Suggestions

    3. Edit Destinations

    4. Save Suggestions as Rules

    5. Resolve Conflicts

    6. Download List

  3. Key Actions in the Queue Tab

    1. Filter and Sort the Table

    2. Undo Actions

    3. Edit Destinations

    4. Download List

1. Elements on the Suggestions Review Page

Global Selectors

At the top of the page, you'll find global selectors that help you narrow down your focus. These include selectors for Accounts, Performance Groups, Campaigns, and Ad Groups.

Selectors for "Performance Group," "Campaign," and "Ad Group" have two tabs: "Source" and "Destination". This means you can filter by sources and destinations at the same time. Also the results of both filters are shown together. "Accounts" does not have a source and destination tab, as criterion additions and exclusions are limited to the same advertising account.

Suggestions Tab

In the "Suggestions" tab, you'll find a collection of tables. Each table represents a source ad group. It starts with the title that reflects the entire source ad group’s hierarchy. The title starts with the platform, advertising account, followed by campaign and ad group name.

After you locate the ad group you’d like to review, there’s many different columns. Let’s go through one by one.

Columns:

  • Accept - Yay or Nay?
    This column allows you to approve or reject each criteria suggestion. Click once to select, click again to deselect. You can also use "Accept All" or "Reject All" on the top right for faster processing. Once you've made your selections, the "Confirm" button appears at the bottom. Click it to move approved suggestions to the "Queue" tab.

  • Suggestion - All The Suggestion Details
    Displays the suggestion details, including the action (addition/exclusion) and the reason for the criteria suggestion.

  • Metrics - How Did The Suggestions Perform?
    Provides up to 4 performance metrics for each suggestion, aggregated for the last 30 days.

Conversions, Revenue, Cost and Conversion Rate are shown by default, but you can select other metrics in the upper right corner of the table, under Metrics. You can set max 4 metrics. They are all fully filterable.

  • Rule - Where Did The Suggestion Come From?
    Shows which rule triggered the suggestion. We provide a few key details in the table, but if you hover over the i, you’ll see all of the details regarding the rule.

  • Destination - Where Will The Suggestion Go To?
    Displays the ad group the suggestion will be added to if approved.

  • Actions - Take The Actions You Need.
    Allows you to edit destinations and save suggestions as rules.

Queue Tab

The "Queue" tab presents a similar table to the "Suggestions" tab but without metrics columns. Here, you can undo your decisions and edit destinations.

2. Key Actions in the Suggestions Tab

Filter and Sort the Table

  1. Use the global selectors to filter suggestions by Accounts, Performance Groups, Campaigns, and Ad Groups. Filters for "Performance Group," "Campaign," and "Ad Group" have two tabs: "Source" and "Destination". This means you can filter by sources and destinations at the same time. Also the results of both filters are shown together. "Accounts" does not have a source and destination tab, as criterion additions and exclusions are limited to the same advertising account.

  2. Click the "Metrics" option on the top right to choose up to four performance metrics for display. One thing you cannot set is the date range for the metrics. The default is the last 30 days and this is the default that you cannot modify.

  3. Utilize the sort icon to reorder the table based on different options.

Review and Approve/Reject Suggestions

  1. Use the "Accept" column to approve or reject each suggestion individually.

  2. Alternatively, use "Accept All" or "Reject All" to process all suggestions on the page.

  3. Once you've made your selections, the "Confirm" button appears at the bottom. Click it to move approved and rejected suggestions on the page to the "Queue" tab.

Edit Destinations

If you’re not happy with the destinations, let’s change them! You have the full suite of destination options available on a single screen to make the changes you want.

  1. In the "Actions" column, click on the 3 dots and choose "Edit Destinations" to modify the destination of a suggested criteria.

  2. A pop-up appears allowing you to adjust the destination settings. At the top, you see the suggestion's source account, campaign, and ad group for context, as well as the suggestion itself, the four performance metrics available on the table and which rule triggered the suggestion.

  3. Under Destinations, you can pick where Adspert adds the criterion. Based on the platform and campaign type, the options here might vary, but you are free to choose any of them as you see fit.

  4. Under (Match) Type, you pick whether your criterion should be added as positive (addition) or negative (exclusion) for each destination individually, so Adspert can add or suggest new criteria based on your preferences.

  5. Confirm your changes by clicking the "Save" button.

Save Suggestions as Rules (Enterprise Plan Only)

Save as Rule option only exists on the Suggestions Review page. It is a shortcut to quickly add a custom rule. You don’t need to go to the Rules page and go through the entire rule creation process. Instead, say goodbye to repetitive actions: click Save as Rule and that’s it!

If you currently have the Simplified Mode enabled on the Rules page, bear in mind that saving a suggestion as rule automatically activates the Rules Advanced mode, so you can see the rule from the Rules table.

  1. In the "Actions" column, click on the 3 dots and choose "Save as Rule" to automate applying suggestions as rules.

  2. A pop-up displays the new rule's details. You can see the source and destination ad groups, and change the action to Add or Ignore.

  3. If applicable, an existing rule that will be overwritten by your new rule is shown below. This can be an inherited rule or not - all the information is on screen, along with an explanation of what Adspert will do.

    1. If the source ad group has an inherited rule in place, saving the rule will define an ad group specific rule.

    2. If there is already an ad group specific rule in place, the new rule will fully replace it. If you prefer to not fully replace the rule, click “Edit”. A new tab opens with the rule in edit mode, so you can make the necessary edits.

  4. Click the blue "Save as Rule" button to confirm.

Resolve Conflicts

  • If you encounter a warning icon instead of a green checkmark, it indicates an issue. Click "Edit Destination" to resolve the issue and proceed.

Download List

  • Click on the download icon in the upper right corner to download a CSV or XLS file.

3. Key Actions in the Queue Tab

Filter and Sort the Table

  1. Use the global selectors to filter suggestions by Accounts, Performance Groups, Campaigns, and Ad Groups. Filters for "Performance Group," "Campaign," and "Ad Group" have two tabs: "Source" and "Destination," allowing you to filter based on the source and/or destination. "Accounts" does not have a source and destination tab, as criteria additions and exclusions

are limited to the same advertising account.

  1. Use the sort icon to reorder the table based on different options.

Undo Actions

  1. In the "Actions" column, click "Undo/Return to Suggestion" to revert your decision on accepting or rejecting a criterion suggestion.

  2. For bulk changes, select multiple criteria suggestions and click the "Undo Selection" button in the bottom right.

Bear in mind that if you select "Undo/Return to Suggestion" the suggestions will revert to their original state. This means you will lose any edits on destinations including (match) type.

Edit Destinations

Similar to the "Suggestions" tab, you can edit destinations in the Action column of the "Queue" tab to make adjustments.

  1. In the "Actions" column, click on the 3 dots and choose "Edit Destinations" to modify the destination of a suggested criteria.

  2. A pop-up appears allowing you to adjust the destination settings. At the top, you see the suggestion's source account, campaign, and ad group for context, as well as the suggestion itself, the four performance metrics available on the table and which rule triggered the suggestion.

  3. Under Destinations, you can pick where Adspert will add the criterion. Based on the platform and campaign type, the options here might vary, but you are free to choose any of them as you see fit.

  4. Under (Match) Type, pick whether your criterion should be added as positive (addition) or negative (exclusion) for each destination, so Adspert can add or suggest new criteria based on your preferences.

  5. Confirm your changes by clicking the "Save" button.

Download List

  • Click on the download icon in the upper right corner to download a CSV or XLS file.

Congratulations!

You've learned how to use the "Suggestions Review" feature within Adspert's Criterion Hub to optimize your criterion management.

If you have any further questions or need assistance, feel free to reach out to our support team.

Happy optimizing!

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