Read-only mode prevents Fluency from making updates at the partner and is available at the account, budget, and campaign levels. This feature is useful when onboarding a new client or off-boarding an existing client.
Read-only status for accounts
Setting an entire account to read-only means no changes can be made in Manage, and nothing will be pushed to the partners (Google, Microsoft, Facebook, etc.).
Note: When accounts are first ingested into the platform, they are set to read-only. No changes can take place within Fluency until you turn off read-only mode.
Turning read-only mode on or off for an account
Setting an account to read-only prevents changes made in Fluency from updating at the partner. The account will continue recording and reporting on any metrics provided by the partner, but it will no longer manage the account. Read-only will not discontinue spend; the campaign remains active at the partner.
Go to Manage (globe icon) in the left menu.
Select Accounts.
Click on an account from the list.
Go to Settings & Tools under Account Actions near the top.
Go to Account Details in the settings drawer menu.
In the Automation Settings section, toggle on or off Read Only.
Click Save.
In the settings, it will show Read Only or Fluency Managed under Mode.
Note: When an account is in read-only mode, you will see a red bar across the top in account settings. You will also receive an error message stating the account is in read-only mode if you try to make changes in Manage.
Read-only status for budgets
When you turn on read-only mode for a budget, changes can be saved within Fluency, but the changes will not be pushed to the partners.
Turning read-only mode on or off for a budget
Go to Manage (globe icon) in the left menu.
Select Accounts.
Click on an account from the list.
Check the box(es) for one or more budgets.
Click Read Only Mode in the blue bulk edit menu
Select either Turn ON read only mode or Turn OFF read-only mode.
The serving status badge will change to reflect the update.
Note: When a budget is in read-only mode, you will see the label Budget will not be published to partners in red with a lock, in budget settings.
Read-only status for campaigns
Once a campaign is in read-only mode, it will be grayed out and you won't be able to make edits to the campaign, ad group, ads, or keywords. Use this when you want to ingest a campaign but not take action on it.
Turning read-only mode on or off for a campaign
Go to Manage (globe icon) in the left menu.
Select Accounts.
Click on an account from the list.
Select the Campaigns tab and then a campaign.
Go to Settings & Tools under Campaign Actions near the top.
In the Basic Settings section in Campaign Details, toggle on or off Read Only.
Notes:
When a campaign is in read-only mode, you will see the label Read-Only next to the campaign name.
Campaigns are brought into Fluency in read-only mode if the synchronization method of the account is set to Manual Pull Only and a campaign has accumulated metrics that do not already exist within Fluency.
Adjusting the read-only status in bulk
The Bulk Manage tool allows you to update statuses across multiple accounts and campaigns. Here's how:
Bulk-updating read-only mode for multiple accounts
Go to Manage (globe icon) in the left menu.
Select Accounts.
Check the box(es) for one or more accounts.
Click Bulk Manage in the blue menu that appears above the account list.
(Optional) Add filters:
Select + Add a Filter Set and choose "Read Only Mode."
Toggle Include read-only accounts at the top-right to also apply changes to accounts in read-only mode.
Apply a filter to see some of your accounts by clicking Showing All Accounts at the top-right and choosing a filter (e.g., Assigned to Me, Read Only Accounts, etc.).
Under Actions, select Account and either releasing account from read only mode or putting account on read only mode.
Click Preview to check that the changes are accurate.
Click Apply.
(Optional) Click Schedule if you want to apply the changes at a later predetermined time.
Confirm your changes by selecting View Receipts near the top-left. You can cancel scheduled changes here.
Bulk-updating read-only mode for multiple budgets
Go to Manage (globe icon) in the left menu.
Select Accounts.
Click on an account from the list.
Check the boxes for multiple budgets.
Click Read Only Mode in the blue menu that appears above the budget list.
Select either Turn ON read only mode or Turn OFF read-only mode.
Note: The serving status badge will change to reflect the update.
Bulk-updating read-only mode for multiple campaigns
Go to Manage (globe icon) in the left menu.
Select Accounts.
Click on an account from the list.
Check the box(es) for one or more campaigns.
Click Bulk Manage in the blue menu that appears above the campaign list.
(Optional) Add filters:
Select + Add a Filter Set and choose "Read Only Mode."
Toggle Include read-only accounts at the top right to also apply changes to accounts in read-only mode.
Apply a filter to see some of your accounts by clicking Showing All Accounts at the top-right and choosing a filter (e.g., Assigned to Me, Read Only Accounts, etc.).
Under Actions, select Campaign and either setting to read-only or turning off read-only.
Click Preview to check that the changes are accurate.
Click Apply.
(Optional) Click Schedule if you want to apply the changes at a later predetermined time.
Confirm your changes by selecting View Receipts near the top-left. You can cancel scheduled changes here.
