Portfolio strategy (Strategy)

  1. Service
  2. Restrictions
  3. Strategy fields
  4. Highlights
  5. Portfolio strategy status

You can use portfolio strategies to combine multiple campaigns of the same type and strategy indicators settings. Use this strategy when you don't have enough conversions to train each campaign. Conversions brought by a portfolio strategy are used to train all the campaigns in this strategy.

Portfolio strategies are also useful for advertisers who need to share a single budget across multiple campaigns with different goals. The budget of a portfolio strategy is shared between the campaigns depending on their effectiveness.

Read more in Yandex Direct Help.

Restrictions

  • A maximum of 100 campaigns per strategy.
  • A maximum of 1500 strategies per client (no more than 500 of them are non-archived).
  • Automatic strategy types supported: AVERAGE_CPA, PAY_FOR_CONVERSION, WB_MAXIMUM_CONVERSION_RATE, WB_MAXIMUM_CLICKS, AVERAGE_CRR, PAY_FOR_CONVERSION_CRR, AVERAGE_CPC_PER_CAMPAIGN, AVERAGE_CPC_PER_FILTER, AVERAGE_CPA_PER_CAMPAIGN, AVERAGE_CPA_PER_FILTER, PAY_FOR_CONVERSION_PER_CAMPAIGN, PAY_FOR_CONVERSION_PER_FILTER.
  • Campaign types supported: TEXT_CAMPAIGN, DYNAMIC_TEXT_CAMPAIGN, SMART_CAMPAIGN, UNIFIED_CAMPAIGN.
  • You can only add campaigns of the same type to a portfolio strategy.

Highlights

  • To unlink a campaign from a portfolio strategy, specify a new value for BiddingStrategy and reset the PackageBiddingStrategy: null parameter value. Make sure that you set a relevant budget limit for this campaign.

  • You can't change campaign settings if this campaign is linked to a portfolio strategy. You can only edit the portfolio strategy settings. For more information, see here.

  • To create a campaign with a portfolio strategy:

    1. Create a portfolio strategy and get its ID.
    2. Create a campaign and specify the ID of your portfolio strategy in the settings.

    Alternatively, you can first create a campaign, get its ID, and link it to a new portfolio strategy.

    Moreover, instead of creating a portfolio strategy from scratch, you can use a strategy running in another campaign as a template. To do so, in the StrategyFromCampaignId field, specify the ID of the campaign whose strategy you want to make your portfolio strategy.

  • You cannot archive a portfolio strategy that has campaigns linked to it.

Portfolio strategy status

The StatusArchived parameter shows the status of your portfolio strategy.

Status Description
YES

The campaign is archived.
NO The campaign is not archived.
Status Description
YES

The campaign is archived.
NO The campaign is not archived.