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Applying bulk actions with Bulk Manage

Use Bulk Manage to apply changes to multiple elements (e.g., accounts, budgets, campaigns, etc.).

Bulk Manage allows you to quickly make changes across multiple elements, whether it’s accounts, budgets, campaigns, etc. The Fluency team continually expands the list of available bulk actions to provide you with swift and effective account management.

💡 Tip: You can also apply bulk actions in Data Explorer.


How to use Bulk Manage

  1. Hover over Manage (globe icon) in the left menu, and select Accounts.

  2. Check the box next to one or more accounts in the list.

  3. In the blue bulk edit menu, click Bulk Manage.

  4. 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 Remove Filter, then selecting Showing All Accounts at the top-right and choosing a filter (e.g., My Accounts, Read Only Accounts, etc.).

    • Add additional actions by clicking + Add an Action.

  5. In the Actions section, click + Bulk Action to choose the element you want to make bulk changes to: Account, Budget, Campaign, Ad Group, Keyword, or Creative.

  6. Select your desired action from the Action dropdown that appears and complete any additional fields.

  7. Click Preview to verify the accuracy of the changes.

  8. Click Apply to implement your changes immediately, or choose Schedule to apply them at a later date.

  9. Confirm your changes by clicking View Receipts in the top-left. You can cancel scheduled changes here.


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:

Example #1:

Example #2:

Example #3:

Example #4:

Example #5:


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.

  1. Click the + Filter Group dropdown, and select Account, Budget, Campaign, Ad Group, Keyword, or Creative.

  2. Select the field you want to change and the operator, and enter in the filter you want to apply.

  3. (Optional) Select + Rule to include "and/or" statements to apply multiple rules or filter sets as necessary.

  4. Enter the desired value for filtering.

  5. (Optional) Select + Filter Group to add additional filter options.


Reviewing past bulk changes

Option #1:

  1. Hover over Manage (globe icon) in the left menu, and select Accounts.

  2. Check the box next to one or more accounts in the list.

  3. In the blue bulk edit menu, click Bulk Manage.

  4. Select View Receipts to the right of the Bulk Manage title.

Option #2:

  1. Hover over Manage (globe icon) in the left menu, and select Bulk Receipts.

View the details for a bulk change by hovering over an action and clicking Preview (eyeball icon).

Details of the bulk action will open and include the following information:

  • Number of accounts impacted

  • Number of changes made

  • User who submitted the request

  • Date and time of the request

  • Date and time when the request was applied

  • Receipt ID

  • Status of the bulk action

  • Summary of the bulk action

  • Table of the individual accounts with the outcome and description of the bulk change

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