Portfolio is a way to group campaign sets with similar achievement goals or key performance metrics. It's easier to manage the effectiveness of campaigns with common key metrics.
Specifics of working with a portfolio:
A campaign can only be included in one portfolio.
Portfolio metrics are available in the Yandex.Direct and Google Ads event rules.
You can add campaigns from different ad systems to one portfolio.
To work with portfolios, select the campaigns in the list of campaigns in Statistics. This will activate the Portfolio button.
Add campaign to portfolio
Select Add to portfolio in the drop-down list of actions Portfolio. In the pop-up window, select a portfolio from the list if you've previously created portfolios. If there's no suitable portfolio in the list, you can enter a new portfolio name and click Add. In this case, a new portfolio will be created for the selected campaigns.
Delete campaigns from portfolio
To delete campaigns from the portfolio, select the campaigns and choose the Delete from portfolio action.
View portfolio list
To view all the portfolios you've created, go to View portfolio list. In the pop-up window, you can also manage portfolios: create, edit, or delete them.
See which portfolio the campaign is included in
To see which portfolio the campaign is included in, add the Portfolio column: go to Columns and move the measurements of the ad system from the left column to the right.
In the ad system statistics, the column reflects the portfolio the campaign is included in.
Manage portfolio in the summary report
Go to the Summary report tab. Then group the data by portfolio and by campaigns to see all the campaigns included in the portfolio. To learn more about working with the summary report, see the article Summary report.
Manage portfolio in the rules
Portfolio metrics are available in the conditions of the rules.
- How the rules handle portfolios
Let's imagine that you've added a condition for the portfolio name Regions. YAN and assigned the Set bid action.
You selected the campaigns the rule will apply to.
In this case, K50 will check which campaigns are in the portfolio Regions. YAN, will collect the total number of impressions of all campaigns in the portfolio Regions. YAN, and will assign a bid on keywords for the campaigns included in the portfolio Regions. YAN.
If more campaigns were selected to be used in the event, and these campaigns aren't included in the portfolio Regions. YAN, than the Set bid action won't apply to such campaigns.