Use Insights in rules

Who can use this feature: You need the Core Pro plan in your Channable subscription to use this feature.

The Insights dashboard must be active to be able to use the fields in Rules and you need to have an Insights plan to activate a dashboard.

You can use any active Insights Dashboard fields (metrics) in the Rules step. Use these Insights metrics to make calculations and create labels based on the performance data from your ads and listings.

The fields available in rules depend on the type of dashboard (channel-specific) that you set up.

Tip: Learn more about Rules in Channable and how to use them.

To use Insights fields in the Rules step, follow these steps:

1

Set up an Insights dashboard

• Set up an Insights Dashboard.

• At Date range setting, select an option.

• At Date range, select an option.

• Once you’ve completed the setup, go to Dashboard > Insights to view your data.

2

Open Rules for your channel

• Go to [your channel] > Rules.

• To use one of these fields in your rule, select a field in your IF or THEN statement and select your Insights dashboard.

3

Example rule using ROAS

For example, create a ROAS-specific rule for your well-performing products:

IF ‘ROAS’ is greater than "500" THEN take ‘custom_label_1’ and set it to value “ROAS 500%”

Note: You may need to add new project fields to use in your rules. For example, if you don't have custom label fields ‘custom_label_1’, you can add them.

4

Create more rules

Create more rules to add labels for your normal and bad performers.

Example: ROAS for Google Ads

Calculate ROAS: ROAS = Revenue / Ad Cost

1

Create dashboard

Create a new Insights dashboard for Google Shopping and select 1 month as the rolling date range.

2

Create ROAS rules

Create ROAS-specific rules for top, average, and worse-performing products in your Google Shopping feed.

Example: If “ROAS” is greater than "500", then take “custom_label_1” and set it to value “ROAS 500%”. Then continue creating rules for your normal and bad performers.

3

Apply in Google Ads

Go to your Google Ads account. Your custom labels will be visible in Google Ads and you can now assign a higher “max CPC” to your good performers and a lower “max CPC” to your bad performers, giving you greater control over your ad spend.