Skip to main content
All CollectionsAUTOMATE
How to share a rule with another Bïrch user
How to share a rule with another Bïrch user

Learn how to effortlessly share rules with fellow Bïrch users to enhance collaboration and maximize advertising campaign efficiency

Aigul avatar
Written by Aigul
Updated over a month ago

Whether you're a seasoned marketer or just getting started with Bïrch, sharing rules is a simple yet powerful way to distribute automated workflows, enabling teams to leverage each other's expertise and optimize campaign performance collectively.

In this article, we'll provide instructions on how to share your rules with fellow Bïrch users, fostering collaboration and maximizing the efficiency of your advertising efforts. Let's dive in!

1) Navigate to Strategies within "Automate" section:

2) Click on My Strategies on the top right corner:

3) Click "Create strategy":

4) Next, you can give your strategy a name, add a description, a link to an associated Youtube video (if you have one), select a preview image. In order to share an existing rule, select "+ From rule list":

Once the rule list opens up, you will be able to select one or more rules:

If you want to add a new rule to your strategy, you can do so by choosing "+ from scratch".

Please note that rules that contain some ad account specific parameters cannot be added to a strategy and further shared, for example:

  • Specific item selections

  • Facebook custom conversions

  • Custom metrics with Facebook custom conversions

  • Custom metrics using the Google Sheets integrations

If the rule you are adding contains any of the above or has any issues, you will see a warning. These issues can be fixed by clicking "edit rule".

6) Once everything is ready, click "Save" on the top right corner, and you'll be taken to the list of your strategies. From there, you can share, edit, duplicate or delete the strategy:

Once you click "Share", make sure you enable the access by link, copy the link and then you can provide this link to your community. You can also include your referral program link:

Congratulations! You've now mastered the art of sharing rules with other Bïrch users. Remember, effective communication and teamwork are key to achieving exceptional results 🏆

If you have any further questions or need assistance with any aspect of Bïrch, don't hesitate to reach out to our dedicated team via in-app chat or at support@bir.ch

Did this answer your question?