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How to Use Bulk Edit Targeting

When viewing objects in list view within the UI, general settings can be bulk edited across multiple items at once. To access and use bulk edit, follow the steps outlined below. For example, to apply the same geo targeting update across several line items, bulk edit allows the change to be made once and applied to all selected items.

1. Access Bulk Edit Targeting:

   • From the Line Items list screen, select the line items to be edited.
   • Click Bulk Edit at the bottom of the screen to initiate the bulk edit workflow.
     
     

2. Choose Targeting Fields:

   • Targeting fields are organized by module (e.g., geo, device).
   • Search: A search bar can be used to locate specific targeting fields.
   • Show Favorites: Enabling the Show ★ only toggle will display only the favorite targeting fields.
   • Customize Favorites: Favorites can be added or removed, and changes will be applied across the platform.
     
     

3. Enable OR Fields (Optional):

   • The OR Fields toggle can be enabled for targeting expressions with OR conditions.
   • Caution: Excessive use of OR fields may lead to targeting errors or failed edits.
     
     

4. Select Bulk Edit Operations:

   Five operations are available for bulk editing:

   • Add to Existing: Adds new values to the current targeting values (not available for range fields like IP or Time targeting).
   • Remove All Values: Clears all values in a targeting field (limited to one operation per field).
   • Find & Remove: Removes specific values from a field (only one operation per field; not for range fields).
   • Find & Replace: Replaces specific values with new ones (can be performed multiple times per field).
   • Replace All Values: Clears all current values and adds new ones (limited to one operation per field, cannot be combined with others).
     
     

5. Enter Targeting Values:

   • When using Add or Find & Replace, any value that already exists in the targeting field with the same operator will be skipped (duplicate values are not allowed).
     
     

6. Add More Bulk Edit Actions (Optional):

   • Additional actions can be added by clicking the + icon in the side navigation.
   • Each action will be grouped by targeting field in the side navigation.
   • An ! icon indicates a missing required field.
     
     

7. Order of Operations:

   • Bulk edit actions are processed in the order they are added.
   • Replace All Values cannot be combined with any other operation.
   • If an action results in an empty targeting expression, the bulk edit will fail (e.g., clearing all values).
     
     

8. Review Changes (Optional):

   • Clicking Review provides a summary of the bulk edit actions.
   • Each targeting field and associated actions will be listed, with clickable links to specific actions for review.
     
     

9. Execute Actions:

   • Once reviewed, the Execute Actions button will apply the changes.
   • A success screen will display a summary of the changes made.
   • If errors occur, an error message will be provided, detailing the invalid line items and the reasons for failure.
     
     

10. Fix Errors or Skip Invalid Items:

    • If errors are encountered, the option is available to either fix them or proceed with valid changes and skip invalid line items.
    • Invalid line items will be listed, with links to their targeting page for quick editing.

Validations and Restrictions

• Field Availability: Fields may be greyed out if they are unavailable for selection.
• Required Fields: Missing required fields will trigger an incomplete flag, preventing submission until corrected.
• Backend Validations: The system ensures that:
  • Targeting expressions cannot be left empty.
  • Conflicting AND/OR logic is not allowed.
  • Multiple operators (e.g., Include and Exclude) on the same targeting key are not permitted.

Segment Recency

For segment targeting:

• Find & Remove/Find & Replace: No recency values are required or accepted.
• Add/Replace with: Recency values can be defined when adding segments to targeting.