Auto optimization automates the decision-making process while optimizing a campaign. The system will make decisions based on the optimization KPIs (Key Performance Indicators) defined by the user. Jivox dynamic campaigns can be auto-optimized to serve the best performing creatives based on a variety of metrics. |
Let's set up a campaign using the Auto Optimization feature. Here, we'll create a campaign with the strategy described below.
MeowWoofShack, a retail pet-care brand, would like to use Jivox’s personalization and auto-optimization capabilities to create awareness for its brand. The campaign would target pet owner audiences in the US and showcase personalized products to them. The campaign would involve personalized product images and product prices that would be shown to different audiences. Multiple personalized creatives will be equally rotated for each audience segment and the campaign will be auto-optimized at real-time to promote the best performing creative variation. |
The ads would personalize the background image, copy, product image and product price.
The Ad consists of two frames as shown in the image below. The background image, product image, copy and product price are personalized for the selected audience segments.

Below is the Mapping Document that defines the strategy for this campaign.
As you can see, the Mapping Document specifies the Background Image, Copy, Product Image, Product Price and other assets against each Audience Segment.
Make sure that the Creative Name in the Asset Source matches exactly with the Reporting Name here. This will help the system identify and serve the specific creatives that match the conditions. |
You can download the mapping document from the Resource section below.

Using the information in the Mapping Document and Jivox's Dynamic Canvas Studio, the different creative variations have already been generated. If you haven't done this yet, check out the Creating a Display Ad section. |
For this campaign, here's what the Asset Source looks like. As you can see, the Creative Name in the Asset Source is exactly same as the Reporting Name specified in the Mapping Document. The Creative Group is as per the Audience Segment.
You can download the Asset Source from the Resources section below.

As you you can see, we have three different variations to be served for Puppy Owners. So, all the variations are grouped under Creative Group - Puppy Owners while each variation is named uniquely as per the audience segment for which it is served.
Let's first select Create New Campaign on the Campaigns Dashboard to go to the Create Campaign page. On the Create Campaign page, select the ad for which you want to create the campaign in the Creative Masters field. You will see the Manage Segments tab under the Dynamic Campaign section.

Here, we'll use a Decision Graph for this campaign.
1- Apply the below settings in the Update Assets section:
Since we used DCS to create the Ad, the asset mapping process is completed in the ad section itself. You need not make any changes here.
2- Click Update. The asset source and data signal mapping process is now complete and the Decision Map is configured.
3- Next, let's scroll down to the Decision Graph section, and set the Priority to Rotate. Make sure the Priority is set to Rotate for auto-optimization to work.
4- Click the New button to add Segments.
We will create 4 segments, one for each Creative Group.
Ensure that the segment name exactly matches the Creative Group in the Asset Source. To avoid making any error, copy the Creative Name from the Asset Source and paste it directly to the Segment. |

For each segment, define the conditions and triggers as shown below.
| Condition - All of these Match |
|---|
| DSP Data Signal || Data Signal 1 || Is Equal To || {Data Signal ID} |
Make sure you enter the exact DSP Data Signal ID as defined in the Mapping Document for each segment.

The last step on the campaign setup is to save the campaign. Once you are done, scroll down, and update the Campaign Name as required. By default, the campaign will be named based on the Ad that you have selected. Enter a Click-Through URL and click Save Campaign.

Once you have setup the campaign based on the data above, we can now ahead and setup auto optimization.
There are two control parameters to Auto Optimization:
Let's now specify the auto optimization settings:
1- On the Campaigns Dashboards page, select the campaign that you want to optimize and click the Edit icon.

Your Campaign will be displayed.

2- Click the Optimization tab. The Auto Optimization tab is displayed.

3- Under Optimization Metric, select the KPI to use for optimization.


Since ours is an awareness campaign, for this strategy, we will select Clickthrough Rate.
4- Enter a number for the Optimization Threshold.
This determines the total number of impressions served before the optimization algorithm is applied. An optimal value depends on the number of creative variants used in the campaign and allows all variants to serve enough impressions so that the relative performance can be measured. Typical values range from 100,000 to 1,000,000 impressions. |
5- Enter a percentage for the Reserve Ratio.
This determines the minimum percentage of impressions served unoptimized from the pool of creative variants used in the campaign, to ensure that the campaign performance is being continuously sampled. Jivox recommends this to be set at 20%. |
6- Select the Optimization Algorithm you want to apply after Optimization Threshold is reached:
Winner Takes All returns the top performing creative variant after the Optimization Threshold is reached. In Fair Share, the creative variants are returned based on the ratio of the selected metric, whereas, in Top-N, the top N creative variants are returned in equal rotations. In all three scenarios, the reserve ratio ensures that creative variants are returned randomly based on the defined percentage. |
7- Click Save Auto Optimization. Your auto optimization settings are now configured and applied to the dynamic campaign.
Here's what you must do next.
If you want to generate multiple tags at once, use the Bulk Tag Generation feature.