Bulk Manage allows you to quickly make changes across multiple accounts. The Fluency team continually expands the list of available bulk actions to provide you with swift and effective account management.
How to use Bulk Manage
Go to Manage in the top menu.
Check the box next to one or more accounts in the list.
In the blue bulk edit menu, click Bulk Manage.
Optional:
Add a filter (see instructions below).
Toggle Include read-only accounts at the top right to apply changes to accounts in read-only mode.
Apply a filter to view specific accounts by clicking Showing All Accounts at the top right and choosing a filter (e.g., Assigned to Me, Read Only Accounts, etc.).
Add additional actions by clicking + Add an Action.
In the Actions section, click the Please Select dropdown to choose the element you want to make bulk changes to: Account, Budget, Campaign, Ad Group, Keyword, or Creative.
Select your desired action from the second Please Select dropdown that appears.
Click Preview to verify the accuracy of the changes.
Click Apply to implement your changes immediately, or choose Schedule to apply them at a later date.
Confirm your changes by clicking the gear icon (Settings & Tools) in the top menu and selecting Bulk Receipts from the dropdown. You can cancel scheduled changes here.
For example
A common bulk action is removing ad elements. Watch the following walkthrough video to learn how to quickly complete this task using Bulk Manage.
Common bulk actions
In addition to bulk-removing ad elements, below are more examples of bulk actions you can apply to advertising elements in Fluency:
Filtering elements for bulk changes
Use filters to narrow down a list to only the accounts, budgets, campaigns, or other advertising elements you want to modify in bulk. The filtering tool is collapsed by default, so you may need to expand it open before proceeding with the directions below.
Click the + Add a Filter Set button, and specify an Account, Budget, Campaign, Ad Group, Keyword, or Creative.
Choose between All rules match or Any rules match.
Select the field you want to change, and use "and/or" statements to apply multiple rules or filter sets as necessary.
Enter the desired value for filtering.
Reviewing past bulk changes
You can view all bulk changes made to one or more accounts using the Bulk Manage Receipts feature.
How to find Bulk Manage receipts
Option #1:
Go to Manage in the top menu.
Check the box next to one or more accounts in the list.
In the blue bulk edit menu, click Bulk Manage.
Select View Receipts to the right of the Bulk Manage title.
Option #2:
Go to Settings & Tools (gear icon) in the top menu.
Select Bulk Receipts from the dropdown.
Bulk Manage receipts explained
You can view the details for a bulk change by selecting an action in the Submissions list in Bulk Manage receipts. An overview of the bulk action will open and include the following information:
The date and time of the bulk action
The number of total updates along with the accounts impacted
A summary of the bulk action
The names of the impacted accounts
Children modified: The levels impacted (e.g., ad groups, budgets, keywords, etc.)
The status of the bulk action
