In general, aim to use Fluency to manage all of your accounts. When you need to make changes within partners, however, you can use Reverse Sync to pull updates into Fluency. Additionally, Reverse Sync allows you to bring in new campaigns that were not originally created within Fluency.
How to use Reverse Sync
Step #1: Configure your preferences
Go to Manage in the top menu.
Click on an account from the list.
Click Account Settings on the top-right.
Within the account settings drawer, go to the Basic tab.
Under Reverse Sync, select your preference from three options:
Manually pull from partners. This option pulls in new changes when you click Tools > Pull From Partners. Note: If set to manually pull, Fluency will bring in any campaigns with advertising spend/impressions as read-only campaigns.
Automatically pull from partners. Reverse Sync occurs every evening (between 1–6 a.m. ET) with connected partners. Changes made during the day will reflect in the next Reverse Sync.
Never allow pull from partners. This disables Reverse Sync, and Fluency will only push information to partners.
Step #2: (Optional) Lock fields you don't want overwritten
If a campaign is linked to a Blueprint, you may want to lock the field to prevent unwanted changes by a Reverse Sync.
Step #3: Initiate a Reverse Sync
Back in the account in Manage, click Tools in the top-right and choose Pull From Partners from the dropdown.
Confirm by clicking Yes I'm sure.
Fluency will then search for new or changed content for that account within its advertising partner(s) and sync those updates.
Tip: To review your Reverse Sync history, go to Activity & Logs > Reverse Sync Logs or Insights > Reverse Sync Logs.
Special considerations by partner
Microsoft
While Microsoft Audience (Display) and Performance Max campaigns can be reverse synced in Fluency, you cannot create them or their ads directly within the platform. However, budget management remains available for these campaigns, just like for other channels.
Ads in Facebook are only synced once. If changes are made in Facebook, they will not update in Fluency. Instead, make the necessary changes in Fluency. When syncing campaigns with mixed budget types in the ad sets, consider the following:
If both lifetime and monthly budgets are active and the end date hasn't passed (-90 days), only the monthly budget ad sets will sync. This will create a monthly budget assigned to the campaign.
If all monthly budgets are paused and/or the end date has passed, the lifetime budgeted ad set will sync in, and a lifetime budget will be assigned to the campaign.
The budget for the campaign will be determined using the most relevant ad sets budgets—generally active ad sets.