Tracking Tool Design & Ad Automation

at Tolocal Inc.

Overview: Campaign Tracking and Automation

As performance marketers, particularly when operating at scale, we often face a multitude of challenges. Managing thousands of ad sets—a common issue for many affiliate and performance marketers—analyzing performance data, and optimizing campaigns in real-time require both precision and speed. The margin for error is razor-thin, and every decision—whether related to budget adjustments, audience targeting, or ad creative—can significantly impact ROI.

This is where Keater (my former boss at ToLocal Inc.) and I recognized the need for a more sophisticated campaign management tool—a solution that could streamline operations, reduce manual intervention, and optimize performance at scale. After extensive deliberation, we decided to develop Aitracker, a custom-built tracking and automation platform designed to address the specific pain points our teams faced while managing large-scale paid media campaigns.

Core Pain Points

In the early stages of the company's growth, managing campaigns was relatively straightforward. However, as our campaigns matured and scaled, we encountered several bottlenecks:

1. Overwhelming Data Volume: Each ad specialist on my team managed hundreds of ad sets and creatives, generating vast amounts of data. This made it increasingly difficult for both the CEO and me to track and analyze performance effectively.

2. Scaling Complexity: Scaling successful campaigns and ad sets often led to diminishing returns. Increasing budgets without negatively impacting ROI required precise rule-setting, which proved to be one of the most challenging aspects of my role.

3. Inconsistent Strategy Application: Maintaining successful campaigns often depends on iterating on winning strategies. However, quickly applying these strategies to new campaigns without a high-fidelity handoff process was difficult. This manual process consumed significant time and hindered our ability to capitalize on new opportunities swiftly.

4. A/B Testing Bottlenecks: While we conducted numerous A/B tests—literally hundreds per day—tracking ad set performance, adjusting budgets for scaling opportunities, and applying insights from these tests was no easy task. Each successful test had to be interpreted and applied to other campaigns, delaying potential gains.

Designing the Solution: Aitracker

My involvement in the development of Aitracker was deeply rooted in solving the company challenges we were facing in performance marketing at scale. The vision was clear—we needed an automated system that could track, optimize, and scale campaigns more efficiently and we can share the learning and strategy in a very efficient way. 

Sprint by Sprint: 

The development process was structured around agile methodology, where we broke the project into numerous biweekly sprints, each focusing on specific functions or problem areas that needed to be addressed. I worked closely with the CEO and engineering teams in China to design the logic behind core features such as A/B testing automation, budget scaling, and performance tagging.

Each sprint was an opportunity for me to test features, and refine our approach based on real campaign data. For example, in the early version, I struggled with finding the right approach designing rule-based budget adjustments for Facebook campaigns. We tested multiple functions—varying budget increase thresholds, different duplication strategies, and scaling rules—which in the end allow the us to quickly apply right rule combo that lead campaigns to grow quickly and maintain ROI. These kind of tests were not always successful at first, but every failure was an opportunity to learn, adjust, and improve.

Challenges and Iterating on Solutions

We encountered several roadblocks that required creative problem-solving and relentless testing. One such challenge was incorporating dynamic lead selling prices into the automated decision-making process (We do hot lead transfer and leads were sold in auction).

Initially, our database could not record and merge the data quickly enough to fluctuating CPA and live selling price from the auction platform, which affected the automated decision making. To solve this, We tested multiple solution and I found a solution to utilize Tableau and a 3rd party data processing tool to process the data separately and merge the clean data into Aitracker to eventually solve the issue.

Another challenge was ensuring that the system’s automation didn’t result in over scaling exceed buyer's maximum capacity and make sure the company has a health cashflow (Each of our buyers has different payment terms and buying capacity and these often change over time).

On one hand, I ran tests with different budget caps, scaling frequencies, and geographic targeting adjustments to ensure we had all the settings and rules in place. On the other hand, I worked with developers to integrate a buyer management system so we could manage each buyer's purchasing capacity and payment terms in a single platform. 

Final Product

After 3 months of collaboration, continuous testing, and refinement, we finally had a home grown product that transformed the way we managed campaigns. It became a core asset in our marketing toolkit, drastically improving our efficiency and scalability. The iterative development process was challenging but rewarding, and it taught me the importance of resilience, team collaboration, and data-driven optimization.

A Learning Journey in Performance Marketing Automation

Being part of Aitracker’s development process was more than just about building a tool—it was about reshaping how our team approached performance marketing at scale. Through continuous testing, learning, and refinement, I helped create a platform that not only improved efficiency but also empowered our team to operate with greater precision and profitability.

Mobirise


"Thanks for Reading, You are a Good hooman"


Puff 
Assistant Treat Manager

2024-04-15

San Francisco