Creating New Audits: A Step-by-Step Guide
This guide walks you through creating new audits tailored to specific channels. Whether focusing on Google Ads or any other channel, follow these steps to set up your audits efficiently.
Starting Point: Access the Audits Module
Navigate to the Audits Module: Begin by entering the Audits section of your platform.
Select a Channel: Click on the channel card for which you wish to create new audits.
Audit Creation Process
Audit Details Page
Initiate Audit Creation
Find the '+Audits' Button: Look to the right side, above the channel details, and click '+Audits' to start.
Choose Audit Type
Select Audit Style: Based on your assessment needs, choose between 'Aggregated Audit' or 'Row-Wise Audit.'
For Aggregated Audit
Toggle to Aggregated Audit: Choose this option for a comprehensive overview.
Specify the Channel: The channel name will auto-fill as you create it for that specific channel.
Define the Object: Select the object (e.g., campaign, ad group) for your audit criteria.
Set the Application Filter: Apply the chosen object to this filter at diverse levels.
Input Conditions: Establish conditions tailored to the object for thorough auditing.
The User can use the 'Add Condition' button to include additional conditions to the Audit.
The User may also delete the condition by clicking on the 'Delete' icon placed at the end of the condition panel.
The User may copy the condition by clicking the 'Copy' icon.
Determine Data Timeframe: Specify the period for which data will be analyzed.
Decide Audit Frequency: Indicate how often (e.g., monthly) the Audit should run. The User will have to choose the days according to their preference.
Categorize Audit Type: To classify your audit, choose from types like Urgent, Errors, Essentials, Activity, or Opportunities.
Name Your Audit: Provide a clear, recognizable name.
Describe Your Audit: Offer details on why this Audit is being conducted.
Impact Selection: Decide whether a passing audit indicates a positive or negative impact.
Connect Playbook Page
Option to Create Recommendations: Create new recommendations or skip this step.
The Users can skip this step by clicking the 'Next' button.
Notifications Page
Set Up Notifications: Add groups to receive updates about the audits. You can add multiple groups as needed.
The User may also delete the notifications by clicking the 'Delete' button from the icon.
Following these steps, you can create targeted audits for any channel, ensuring your analysis is precise, relevant, and actionable.