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Home Page: Insights & Automations
Home Page: Insights & Automations

Learn how to create Insights and Automations from the Home Page

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Written by Luna
Updated over 9 months ago

In this article we'll cover:

Insights

Insights give you a personalized view of your activity. You can find them on Luna's Home Page. Clicking on View will automatically open the selected entities in Campaign Manager to take action:

Email notifications

Receive daily email notifications on Insights that are important to you by toggling on the email switch:


Custom Insights

From Campaign Manager:

  1. Filter for entities you'd like to get notified about and click Create Insight

  2. Give your Insight name & description

You'll then see all present and future entities on the Home Page:


Automations

Automation is created based on existing insights, so whenever an entity is within the Insight's conditions, an action will occur. To create an Automation:

  1. Click Automate on the relevant Insight logic

  2. Define the app, action type, and frequency

  3. Click Save

The automation will appear in the Optimization Center:

Note: Any changes to Insights will not affect the automation thresholds after its creation.

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