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. Note: Read-only will not discontinue spend; the campaign remains active at the partner.
Read-only status for accounts
Setting an entire account to read-only means no changes can be made, and nothing will be pushed to the partners.
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/off
When an account is on read-only, it will continue pulling metrics from 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.
Note: When an account is in read-only mode, you will see a Read Only label next to the account name.
Read-only for budgets
When you turn on read-only mode for a budget, changes can be made in Fluency, but the changes will not be pushed to the partners. Note: If an account is on read-only mode, all budgets will be on read-only as well.
Turning read-only on/off for budgets
Go to Manage (globe icon) in the left menu.
Select Accounts.
Click on an account from the list.
Select the Budgets tab.
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Note: When a budget is in read-only mode, you will see the label Budget will not be published to partners in red with a lock, in budget settings.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 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. Note: If an account is on read-only mode, all campaigns will be on read-only as well.
Turning read-only mode on/off for campaigns
Go to Manage (globe icon) in the left menu.
Select Accounts.
Click on an account from the list.
Select the Campaigns tab and then check the box(es) next to the campaign(s) you want.
Select Read-Only in the blue menu and choose Turn On or Turn Off.
Turning read-only mode on/off for a single campaign
In the Campaigns tab, go to Settings & Tools under Campaign Actions near the top.
In Campaign Details, find the Basic Settings and toggle on/off Read Only.
(Optional) In Campaign Details, you can turn read-only on/off for the budget the campaign is attached to.
Select Save.
Notes:
You can turn read-only mode on/off for multiple campaigns by checking the boxes of the campaigns in the campaign table and selecting Read-Only in the blue menu.
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 account’s reverse sync setting is set to Manually Pull From Partners, campaigns brought into Fluency will be in read-only mode.
Turning on/off read-only mode in Bulk Manage
In Manage, select the accounts, budgets, or campaigns you want to turn on/off read-only for.
Click Bulk Manage in the blue bulk menu.
(Optional) Toggle Include read-only accounts at the top-right to apply changes to elements already in read-only mode.
Under Actions, select + Add an Action and select Account.
Under Account Action, select either Turn Off Read Only Mode or Put Account(s) in 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.