SmartSwitch : Helpdesk

SmartSwitch

Overview

SmartSwitch is powerful tool for automatic optimization control that pauses traffic based on KPI criteria and entirely defined by your rules and metrics. SmartSwitch Notifications can be enabled for Network and Partner users, and includes an optional delay mechanism to allow Partners a chance to optimize before the traffic is paused. This tool is similar to the Alerts, but pauses traffic as well as sends out alerts regarding traffic quality.

WEBINAR: Click here for a visual overview with the Smart Switch webinar.

A How-To Guide

Enabling the SmartSwitch feature

First, approve the roles for which you will allow SmartSwitch. Go to Control Center - Roles > click on three vertical dots in the row which you would like to add SmartSwitch > Click the '+' next to Offers > Check the box for SmartSwitch. 

Creating a SmartSwitch

Step 1

Go to Offers - SmartSwitch.

Step 2

Click '+ Add New Rule'.

You will land on the General tab. As you start filling in the fields, a preview of the rule will appear on the right side.

  • Start/End Dates are optional. Leave blank if you do not wish to have dates associated with the rule. 
  • Targeted Entity Type: Decide whether your rule is based on Advertiser, which will include all Offers attached to the selected Advertiser(s) or is based on an Offer.
  • Enabling Notify Partners will send out a notification to Partners whose traffic is affected by a SmartSwitch rule. Please note that even if "Notify Partners" is turned on, your Partners will not see the notifications if they have disabled notifications from their portal. Partners can manage notifications here. 

Please note there is a maximum allowance of 30 individual rules.

Click 'Continue' to move on to the Settings tab.

Step 3

You will land on the Settings tab. As you start filling in the fields, a preview of the rule will appear on the right side.

Using the settings entered below as an example, this would mean that a report will run every 12 hours that analyzes the Sub4 data from the past 24 hours to determine whether action is necessary. If there are sources that should be paused, Partners and Networks are notified with a 1 hour delay before the pause takes effect.

  • Variable: Select source_id or sub1-5 to indicate which data set you would like the rule to be associated with.
  • Action: Decide whether you would like to send the blocked Click to a blank page or to follow the Fail Traffic logic.
  • Run Frequency: Define how often the data is checked against the rule. 
  • Data Lookback Window: Define the time window each data check analyzes. 
  • Action Delay: Define the length of time allowed between notifying the Partner/Network and the action taking effect.

Click 'Continue' to move on to the Rules tab.

Step 4

You will land on the Rules tab. As you start filling in the fields, a preview of the rule will appear on the right side.

Using the settings entered below as an example, this would mean that once any sub4 variable reaches 5001 total Clicks and the CVR (Conversions/total Clicks) is below .05%, the sub4 traffic source will be blocked an hour after the notification is sent. Once the Rule is set up, click 'Run Evaluation' to determine whether any current traffic is affected by this rule.

Activation Thresholds must be met to enforce the associated KPI, and are defined by a specific data point (Total Clicks, Revenue, Payout, Impressions, Events or Conversions) and the assigned minimum or maximum value

KPIs are Key Performance Indicators based on Events and associated values. 

SmartSwitch makes real-time calculations based on your defined thresholds and KPIs to automate optimization. Please note that you can add multiple thresholds and KPIs by clicking the '+' and/or remove them by clicking the trashcan. Please note the following logic is applied when there are multiple settings implemented:


Multiple Thresholds - "OR"

Multiple KPIs - "AND"


  • Events: Select Base, Event or the specific name of the Event to which this KPI will apply. 
  • Metric: Determine the data point the rule will use in the KPI formula. You can read the definitions of the metrics here.
  • Value: Assign a number or percent value to the event which the KPI formula is solving for. 

PRO TIP: Confirm you've assigned the correct value using the preview display on the right hand side.

Click 'Continue' to move on to the Exclusion (Optional) tab.

Step 5

You will land on the Exclusion (Optional) tab, which allows you to exclude a Partner / Variable combination from any rule.

Click 'Save' to finalize the SmartSwitch rule. 

Managing Blocked Variables and existing SmartSwitch activations

Manage existing SmartSwitch rules and associated variables from the same screen. Go to Offer - SmartSwitch > click on the SmartSwitch Rule > Blocked Variables tab. 

Show Filters: You can filter the variables to display by clicking the Show Filters button, and selecting by Offer, Partner, Variable, Status (of rule) Created After, Created Before, Blocked After, Blocked Before, allowing for a more granular historical view.

Apply to Selected: Select rules using the check boxes to apply either Block, Delete or Whitelist from the drop-down menu.

Using Run History 

The Run History tab provides a list of each SmartSwitch activation and its associated results. 

Click the three vertical dots on the far right end of each row for a detailed view. 


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