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Moby Actions: Augment Account Management

Execute advertising optimizations directly from Triple Whale without switching between platforms

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Written by Triple Whale
Updated today

Overview

Actions revolutionize how you manage your advertising campaigns by letting Moby execute changes directly in your Meta ad, Google ad, Klaviyo or Shopify account. Instead of manually logging into your platforms to pause underperforming ads or scale winning campaigns, you can now manage everything from a single interface in Triple Whale.

With Actions, you can:

Action

Meta

Google

Klaviyo

Shopify

Turn Off/On Campaigns, adsets, ads

Adjust bid amounts

Adjust budgets

Create new/duplicate campaigns, adsets, ads

Generate audience segments

Create email campaign

Create new product listing

Update inventory (variant level)

Edit Product (Title, Description, Image)

Create discount code

Note: Actions require access to Moby agents and a connected Meta Ad, Google Ad account or Klaviyo account.

Getting Started with Actions

Using Actions in Moby Chat

The simplest way to use Actions is through direct conversation with Moby:

  1. Open Moby chat and describe the action you want to take

  2. Be specific with your request using natural language

Simple Action Examples:

  • "Turn off my Meta ad called 'Summer Sale Creative'"

  • "Increase the budget for my Meta campaign titled 'Holiday Promotion' by 20%"

  • "Create a new Google Ads Search campaign called "Summer Sale 2025" with a daily budget of $50. Use Maximize Conversions bidding strategy. Target Google Search Network only. Set it to paused status so I can review before activating."

Data-Driven Action Examples:

  • "Turn off all ads that have spent more than $500 and have a ROAS of less than 1.0 in the last 7 days"

  • "Increase budgets by 30% for all campaigns that have spent more than $1,000 with ROAS greater than 2.5"

Action Approval Process

Moby Chat Confirmation

When you request actions through Moby chat:

  1. Moby asks for confirmation before proceeding

  2. Review the proposed actions in the summary

  3. A secondary slide-out appears for final execution confirmation

  4. Click confirm to execute the approved actions

Available Action Types

Toggle Status

Turn campaigns, ad sets, or ads ON or OFF

  • Pause underperforming assets quickly

  • Reactivate winning campaigns or ads

  • Useful for seasonal campaign management

Change Budget

Increase or decrease campaign and adset budgets

  • Scale winning campaigns with higher budgets

  • Reduce spend on poor performers

  • Implement percentage-based or fixed amount changes

Change Bid Amount

Adjust bid amounts for campaigns, ad sets, or ads

  • Optimize for better cost efficiency

  • Increase competitive positioning

  • Fine-tune performance based on metrics

Publish Ads & Create New Campaigns/Adsets (Meta Only)

Create and publish new ads to existing campaigns and ad sets or create net new campaigns and adsets

  • Launch new creative variations

  • Quickly deploy tested ad formats

  • Expand successful campaign reach

Google Actions

Want to launch new campaigns, ad groups and keywords directly from Moby?
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First, try a prompt like:

"Create a new Google Ads Search campaign called "Summer Sale 2025" with a daily budget of $50. Use Maximize Conversions bidding strategy. Target Google Search Network only. Set it to paused status so I can review before activating."

Next, you'll be served a series of setup screens allowing you to set up the campaign based on your preferences.

After confirming the campaign creation, you can create ad groups for this new campaign by simply asking Moby. Try a prompt like:

Create three new ad groups for my new google campaign

You will then be provided with another settings panel, allowing you toggle between the adsets.

Ensure you select the new campaign you created above in the campaign selection dropdown.

Next, you'll want to configure the adgroup settings based on your preferences.

  • Add keywords

  • Set audience and country target values

  • CPC bid

  • Total budget

  • Start and End date (optional)

Frequently Asked Questions

1. What happens if an action fails to execute?

  • If an action can't be completed (due to platform restrictions, account permissions, or technical issues), you'll receive an error message explaining why the action couldn't be performed.

2. Can I undo actions once they're executed?

  • Actions are executed immediately in your advertising platforms. You'll need to manually reverse changes in the platform or create new actions to counteract previous ones.

3. How often can I run actions?

  • There are no specific limits on action frequency, but be mindful of platform rate limits and avoid making too many rapid changes that could impact campaign performance.

4. What permissions do I need in my advertising accounts?

  • You need account-level permissions to modify campaigns, ad sets, and ads. Actions won't work with read-only access.

5. Can I schedule actions to run automatically?

  • Currently, actions require manual confirmation.

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