Step-by-step Manual on Using Automation for Launching Advertising Campaigns from Dolphin

When a media buyer works with 2-5 advertising accounts, the set-up and maintenance routines take up little time. Logging into each account, checking the statistics, transferring Business Managers (BMs), and linking cards can take about an hour.

If we talk about dozens of advertising accounts, this one hour turns into several. Instead of testing bundles, one switches between accounts – one of the things that automation has been able to do for a while now.

We have prepared a guide for those who have never worked with automation to help you quickly get the hang of this tool.

What is Automation, and Why Do You Need It

Automation software is a particular type of software that allows you to automate advertising activities on Facebook. For example, Dolphin Cloud will enable you to:

• Manage campaigns, ad sets, and ads. Edit, change budgets, launch, stop, and set notifications;
• Transfer accounts between team members;
• Share ad accounts between any types of personal accounts and BMs;
• Create FPs;
• Upload avatars, edit bios, link Instagram to FPs;
• Link cards to ad accounts and BMs, use BM payment methods for BM ad accounts, change billing country, currency, and time zone;
• Create, configure, and assign automatic rules;
• Turn off notifications on social accounts, FPs, and ad accounts;
• Send appeals against risk blocks and ad rejections;
• Track statistics in one place;
• Create, duplicate, and edit bundles;
• Customize creatives;
• Set up comment moderation and much more.

Everything you do by hand, repeating action after action, can be done with a few clicks in Dolphin Cloud.

What a Media Buyer Needs to Work with Dolphin Cloud

To work with automation, you will need:

• Facebook accounts;
• Trusted mobile or residential proxies;
• International cards with valid bins;
• Paid Dolphin Cloud account.

You can also get expense information from Keitaro Tracker. To do this, you will need a “PRO” or “BASE” Dolphin Cloud subscription and Keitaro Tracker with an “Expert” tariff.

How to Add a Proxy to Work with Automation

To add a proxy, you need to go to Dolphin Cloud, select “Proxy” on the left sidebar, and then click on “Add proxy”:

In Dolphin Cloud, you can upload proxies in four formats:

• 192.168.0.1:8000;
• http://192.168.0.1:8000:myproxy[https://change-my-proxy.com];
• socks5://login:password@192.168.0.1:8000;
• 192.168.0.1:8000:login:password.

If you do not specify the proxy type, then automation sees them as HTTP by default.

When you enter all proxies in the correct format, click the “Add” button on the top right corner:

You can add one account or several at once.

With “Single Add”, it’s pretty straightforward: specify the account name, tags, EAAB token, and cookies. You can also generate a “useragent” automatically, but we recommend using the UA from the browser with the account. We recommend using cookies in 99% of cases; otherwise, you’ll often have to update the EAAB token manually – these are the realities of FB now.

To upload multiple accounts, click on “Bulk Add” and enter the profiles in one of the formats:

• Name :: access_token :: User agent :: proxy_id;
• Name :: access_token :: User agent :: http://host:port:login:password:name;
• Name :: access_token :: User agent :: socks5://host:port:name;
• Name :: access_token :: :: http://host:port:login:password:name;
• Name :: access_token :: :: http://host:port:login:password:name :: [{json cookie}] :: account password.

By the way, many vendors sell accounts that are formatted for adding to Dolphin Cloud already.

Adding accounts will take some time. Every so often, if accounts are added with old cookies or without them, you might see a “No FB ID” error pop up. To fix this, select the added profiles and then “Renew token”:

If the token does not renew, it could be for one of the three reasons:

• A problem with your proxies;
• Invalid cookies. You’ll need to take new cookies from the account from the browser and add them to the account settings in Dolphin Cloud;
• You entered the data incorrectly when adding the account.

When all accounts are ready for work, the status will change from “Error” or “New” to “Active”:

After that, you can work with the accounts. For example, create BMs in one click:

Create and immediately set up FPs on all accounts:

Manage ad accounts, share accounts with other users, create BMs, turn off notifications, transfer accounts, etc.

If you go to the “BMs” tab, you can manage the BMs you created. For example, you can create an ad account and invite links, confirm email, change the main page, or link a card:

How to Link a Bank Card

To link cards to an account, go to “ad accounts,” select all the ad accounts you want to connect a payment method to, and click on “Attach bank card.”:

Cards are added in the format: card number; expiration date; CVV; NAME; ZIP; VATID. When adding, you can choose the linking method, set the country and currency of the ad account, and choose the pause between ad accounts:

How to Run Advertising with Dolphin Cloud

One of the convenient features of Dolphin Cloud is the ability to run ads on multiple accounts through the automation interface itself. To do this, select “Create ads” on the left sidebar:

Click “Upload bundle” if setting up automation for the first time. Specify:

• Campaign goal;
• Bundle name;
• Campaign name in Facebook;
• Macro;
• Budget;
• Bid strategy.

Next, we proceed to set up the ad set and specify:

• Name of the ad set;
• Conversion;
• Demographics;
• Geo-targeting;
• Interests and behavior;
• Placements and devices.

The last stage is setting up the advertisement. Here, you should specify macros, title, advertisement text, description, and call to action. When everything is ready, click “Create”.

Refresh the Dolphin Cloud page, and the created bundle will appear when you click on the dropdown menu:

Here, you can set the start time, dates of the ad run, pause for ads and ad sets, and edit the bundle.

Select the accounts on which you’d like to run the bundle and add the link:

Upload the creatives and toggle the switch to the right. “Uniq creatives” will be active:

Wait until the bundles are uploaded and processed:

Setting Up Expenses Export with Keitaro Tracker

If you use Keitaro Tracker, you can set up the transfer of expense information. In Dolphin Cloud, this is done in just two clicks. You will need:

• A link to the tracker in the form of http://tracker_domain.com;
• An API key.

To get an API key in Keitaro Tracker, click on your username at the top right → “Profile” → “API keys” → “Create new key”.

Then go to Dolphin Cloud, select “Settings” on the bottom left corner of the page → “Export expenses” and specify:

• The link to the tracker. This takes you to the Keitaro Tracker’s control panel;
• The API key. This can be generated in the profile;
• In which Sub ID is the ad ID indicated? Keitaro Tracker suggests choosing Sub ID 3;
• Where to export the data. If you don’t have a lot of campaigns, you can leave “All campaigns”. But if you have many, sort the campaigns by groups or sources;
• The period for the statistics. Usually, “Today and yesterday” is selected to track the previous day’s expenses;
• The frequency of export. Keitaro Tracker recommends choosing not more often than once every 60 minutes;
• Pause between requests.

Advantages of Working with Dolphin Cloud

Automation is convenient, simple, and necessary for everyone who launches many advertising campaigns.

With Dolphin Cloud, you can: 

• Save time when working with Facebook Ads;
• Get rid of routine tasks;
• Scale and customize bundles in one place;
• Track expense statistics;
• Manage payments and accounts;
• Moderate comments;
• Control the work of your buying team.

Manually running ads on 10 accounts, you will spend about 330 minutes. Doing the same with Dolphin Cloud, you will only spend 20 minutes, and you can devote all the other time to communicating with advertisers, negotiating favorable conditions, or searching for a profitable bundle.

Automation is a must-have for media buyers who value their time and want to delegate routine tasks to software. Even a novice can handle the automation setup, and Dolphin Cloud’s and Keitaro Tracker’s support are always there to help with set up and integration.

Test Dolphin Cloud for free – all new users get a fully functional 3-day trial.