Features
While Formulas define the logic for creating Segments (filtered lists of items + custom properties), Workflows define the automated Actions you want to perform on those segments and the Schedule (Frequency) on which those actions should run.
(Note: Currently, saving a Formula requires configuring an associated Workflow, even if the action is minor or the schedule is set to "Manual".)
Here are the common actions available for primary datasets:
state
to "enabled", "paused", or "archived".state
to "enabled", "paused", or "archived".When setting up an action like "Change Bid" or "Change Daily Budget":
Workflow actions involving currency adjustments (bids, budgets) that result in values with fractions of a cent (sub-cent values) will apply a rounding strategy to arrive at a whole cent value.
Weighted Rounding the default and recommended strategy, which uses probability based on the fractional cent (e.g. $0.102 has a 20% chance of rounding to $0.11, 80% chance of staying $0.10). Other strategies (Always Round Up/Down, Normal) are available but may lead to bid stagnation or excessive increases, especially with small bid
/budget
values or adjustment amounts, and with frequent adjustments. Rounding strategies are configurable in your Merch Jar account settings.
See Rounding Strategies overview
You can choose how often the Workflow runs:
The process flows like this:
Understanding which actions are available for your chosen dataset is key to building effective automation.
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