Actioning LinkedIn Ads

Actioning turns insights into changes you can push straight to LinkedIn Campaign Manager — no copy‑pasting between Aliveo and the LinkedIn UI. When you ask Aliveo to optimize budgets, bids, statuses, or bidding strategy across your campaigns and creatives, it produces an action table: a clear, side‑by‑side preview of current vs proposed values. You review the rows, adjust anything you like, select what you want, and click Apply — Aliveo then sends those changes to LinkedIn on your behalf and reports back which ones succeeded.

This guide covers:

How action tables work — reviewing and applying changes safely.
What you can action — budgets, bids, statuses, and optimization targets across the LinkedIn hierarchy.
Creating actions on the fly with /actioning in Analytics Chat.
Building repeatable Custom Actioning Workflows for campaign and creative optimization.
Example prompts, from simple one‑liners to multi‑step optimization workflows.

Access note: Actioning is only available for accounts you have management access to. If you only have read access, Aliveo will still analyze and recommend, but the Apply controls won't appear.

1. The Action Table

Whenever a chat answer or an agent step proposes changes to your account, Aliveo renders them as an action table. This is the single place where you review and apply changes — it looks and behaves the same whether the table came from a chat, a /actioning request, or a scheduled workflow.

Every action table carries the same instruction at the top:

Select rows, adjust the recommended values if needed, and click Apply.

Each row pairs a proposed value with its current value, and you can adjust any proposed value inline before applying. Select the rows you want, and the Apply button reflects how many you've chosen.

Anatomy of the table

Element	What it does
Row checkboxes	Select exactly which recommendations you want to apply. A header checkbox selects/deselects all eligible rows.
Proposed value (editable)	The recommended new value. You can edit it inline before applying — change a bid, round a budget, switch a status, etc.
Current value	Shown beneath the proposed value (e.g. Current: 50.00) so you always see what you're changing from.
Status badge	Pending until applied, then Applied once the change reaches LinkedIn successfully.
Search / filter / sort	Narrow large tables with the Filter rows… box, per‑column filters, and sortable headers — handy when a table has hundreds of creatives.

Proposed cells adapt to the field type: amounts like bids and budgets use a number input (with valid min/max bounds), while statuses and optimization targets use a dropdown of allowed values.

Reviewing → applying

Review each row — compare the proposed value against the current one.
Adjust any proposed value inline if you'd like something different from what was recommended.
Select the rows you want with their checkboxes (or use the header checkbox to take everything).
Click Apply (N) — the number reflects how many rows you've selected. The button stays disabled until at least one row is selected.
Aliveo validates the changes, pushes them to LinkedIn, and shows the result:
- Actions applied — "Selected recommendations were sent for execution."
- Some actions could not be applied — a few rows failed validation; review them and retry.
- Failed to apply actions — try again, or Refresh the table to reload the latest recommendations.

Applied rows flip to an Applied badge and their checkboxes lock, so you can't double‑apply the same change. You can keep working through the rest of the table, or hit Refresh to pull fresh recommendations against the now‑updated account.

Tip — expand for big tables. Use the maximize button to open the table full‑screen for easier review, and the refresh button to reload recommendations after the account changes.

Built‑in guardrails

Before anything reaches LinkedIn, Aliveo runs each row through safety checks so you don't get cryptic API errors:

No‑op protection — rows where the proposed value equals the current value are skipped.
Drift protection — if the account changed since the recommendation was generated (the "current" value no longer matches LinkedIn), the row is held back rather than overwriting newer data.
LinkedIn rule enforcement — Aliveo pre‑checks LinkedIn's constraints (see Things to know) and rejects rows that would violate them, with a plain‑language reason on the row.
Change log — every applied change is recorded (what changed, from → to, who, and when) for an auditable history.

2. What You Can Action

LinkedIn organizes accounts as Campaign Groups → Campaigns → Creatives (ads). Aliveo actions the two levels you optimize day‑to‑day — Campaigns and Creatives — which can be both updated and created. (Campaign groups act as the container you create campaigns into.)

Campaigns

Action	Values
Daily budget	Set a new daily spend cap
Lifetime budget	Set a campaign total (lifetime) budget
Bid (unit cost)	Set the campaign's bid — applies on manual, target‑cost, and cost‑cap bidding (see the bidding note below)
Status	`ACTIVE` / `PAUSED` / `DRAFT` / `ARCHIVED`
Optimization target	Switch the campaign's bidding strategy / optimization target (see the bidding note below)

Creatives (Ads)

Action	Values
Status	`ACTIVE` / `PAUSED` / `DRAFT` / `ARCHIVED` — pause underperformers or re‑activate
Name	Rename the creative

About bidding. LinkedIn separates three things: the optimization target (how LinkedIn optimizes delivery), the bid (unit cost), and the cost type (CPM / CPC / CPV, fixed when the campaign is created). Auto‑bid targets — MAX_CLICK, MAX_IMPRESSION, MAX_CONVERSION, MAX_VIDEO_VIEW, MAX_LEAD, MAX_REACH, … — let LinkedIn pace spend for you with no manual bid. Target‑cost (TARGET_COST_PER_CLICK / …IMPRESSION / …VIDEO_VIEW) and cost‑cap (CAP_COST_AND_MAXIMIZE_…) targets take a bid you set as the unit cost. Manual targets are NONE and ENHANCED_CONVERSION.

Note: Out of the box, actioning updates budgets, bids, statuses, and optimization targets on existing campaigns and creatives. Aliveo can also create campaigns (into an existing campaign group, with targeting, schedule, budget, and objective) and create creatives by referencing an existing organic post — these are typically assembled inside a Custom Actioning Workflow. Looking to clone winning campaigns, manage targeting, or build creatives from scratch (inline content / media upload)? Talk to us — we can set these up as custom workflows for your account.

3. `/actioning` in Analytics Chat

The fastest way to make a one‑off change is right inside a chat. Type / in the chat input to open the mode menu, then pick actioning.

Selecting actioning tells Aliveo you want to change the account, not just analyze it. It then makes the actioning tools available so your request comes back as a ready‑to‑apply action table instead of a plain answer.

You don't always have to type /actioning — Aliveo also recognizes actioning intent from phrasing like "pause…", "reduce the daily budget…", "increase the bid…", or "switch to maximize clicks…". Using the slash command simply makes your intent explicit.

Things you can say in actioning mode:

"Pause all campaigns with zero leads and more than $500 spend in the last 30 days."
"Reduce the daily budget by 20% for my two highest‑cost‑per‑lead campaigns."
"Increase the bid by 15% on the 3 campaigns with the best conversion rate."
"Pause the 3 creatives with the highest spend and no clicks in the last 14 days."

Aliveo finds the relevant entities, builds the action table, and hands it to you to review and apply.

The other chat modes, for reference: info (answer from context without running analysis), brainstorming (strategy and market exploration), web_search (pull in live external info), and create_agent (draft an automation agent). Only actioning produces apply‑ready action tables.

4. Custom Actioning Workflows

For optimizations you want to run repeatedly — or assemble as a multi‑step routine — use a Custom Actioning Workflow agent instead of a one‑off chat. This is a blank‑slate agent template pre‑wired for actioning: you describe the analysis and the change, and the workflow produces an action table each time it runs.

You'll find it in the agent creation flow under Step 2: Template Selection (look in the Optimization Agents group):

Custom Actioning Workflow

Blank‑slate actioning workflow for LinkedIn Ads at the campaign / creative level (budget, bidding, status).

Use it for: campaign daily / lifetime budgets, bid (unit cost), optimization target (bidding strategy), and pausing/enabling campaigns — plus creative status and name changes.
Set up with: Ad Performance data.

How to build one

The template drops you into the workflow playground with the actioning tools already switched on, so you assemble the steps yourself:

Shared Context — define anything common across steps (definitions, thresholds, the time window, e.g. "use the last 30 days").
Analyze steps — do the data work: pull performance, compute metrics like cost‑per‑lead / CPC / conversion rate, rank entities, and produce the proposed changes as an action table.
Summary step — (optional, always last) logically summarize the combined output of the analyze steps.

Because this is an actioning workflow, the analyze step that proposes changes renders an action table in the workflow output — you still review and Apply exactly as you would in chat. (Custom Actioning Workflows are set up as one‑off agents so you stay in control of when changes are proposed.)

For the general agent‑building mechanics — accounts, data context, grouping, steps, preview, and scheduling — see Creating an Agent.

5. Examples — From Simple to Complex

Every example below is a single natural‑language request. Aliveo handles the analysis (finding the entities, computing the metric, ranking) and produces the action table — you review and apply.

Simple, single‑step actions

These map directly to one type of change:

Budget — "Set a daily budget of $200 on my top 2 campaigns by leads."
Lifetime budget — "Set a lifetime budget of $10,000 on my top campaign by conversions."
Status (campaign) — "Identify the 2 campaigns with the highest spend and no conversions and pause them."
Status (creative) — "Pause the 3 creatives with the most spend and no clicks in the last 14 days."
Bid — "Find the 2 campaigns with cost‑per‑lead above $80 and reduce their bid by 25%."

Metric‑driven optimizations

These combine an analysis with a change — Aliveo computes the metric, ranks, filters, then proposes the action:

Cost‑per‑result trim — "Find the 2 campaigns with the highest cost‑per‑lead and reduce their daily budget by 20%."
Wasted‑spend cleanup — "Identify 3 campaigns with zero conversions and spend above $500 in the last 30 days, and pause them."
Bid efficiency — "For the 2 campaigns with the worst conversion rate, reduce the bid by 15%."

Pause underperformers, scale winners

A pair of complementary moves you can run together or on a schedule:

Cut the losers — "Pause campaigns where cost‑per‑lead is more than 1.5× the account average over the last 30 days." / "Pause creatives with a CTR below 0.4% and more than $100 spend."
Scale the winners — "Increase the daily budget by 20% on the top 3 campaigns by conversion rate." / "Raise the bid by 10% on campaigns beating their cost‑per‑lead target."

Bidding‑strategy automation

Go automated — "Switch my top 2 campaigns by conversions to Maximize Conversions." (LinkedIn paces the budget — no manual bid)
Lead optimization — "Move my lead‑gen campaigns to Maximize Leads." (requires a Lead Gen Form attached)
Cost control — "Switch campaigns with cost‑per‑click above $8 to a Target CPC and set the bid to $6."

Multi‑step workflows you can assemble

In a Custom Actioning Workflow, you can chain several of the above into one routine. A few patterns that work well:

Weekly account hygiene — (1) Analyze: find zero‑conversion, high‑spend campaigns → pause them. (2) Analyze: find worn‑out creatives by CTR → pause them. (3) Analyze: rank remaining campaigns by conversion rate → raise budget on the best. (4) Summarize what changed.
Budget & bidding reallocation — (1) Analyze: rank campaigns by cost‑per‑result, trim daily budget on the worst performers. (2) Analyze: rank by efficiency, raise budgets or bids on the best. (3) Analyze: move consistently efficient campaigns to an auto‑bid optimization target. (4) Summarize.

Each analyze step produces its own action table, so you can review and apply each set of changes independently.

Advanced, tailored workflows

Beyond the self‑serve patterns above, we build custom actioning workflows tuned to your account's strategy and scale. If any of these sound like what you need, talk to us and we'll set them up for you:

Sophisticated bid & budget management — rule‑based and goal‑seeking bid/budget logic that reacts to efficiency, conversion trends, and pacing rather than simple top‑N rules.
Pacing — keep daily/lifetime spend on track to budget targets across the period, with proposed budget adjustments when an account is over‑ or under‑pacing.
Campaign creation & cloning — stand up new campaigns into a campaign group from a brief, or replicate a proven campaign's structure, budget, and targeting into a new audience or market.
Creative build‑out — create creatives at scale, including building them from scratch (inline content / media upload) beyond the reference‑an‑existing‑post path.

These run as the same review‑and‑apply action tables, so even sophisticated logic stays fully under your control — nothing changes until you click Apply.

6. Things to Know — LinkedIn's Rules

Aliveo enforces LinkedIn's own constraints up front, so invalid rows are caught before they're sent. If you see a row rejected with a reason, it's usually one of these:

Budgets

Daily budget can't exceed the lifetime budget when both are set on a campaign.
Budgets are in the account's currency — Aliveo resolves the right currency for each account automatically.

Bidding & optimization

Cost type is fixed at creation — a campaign's CPM / CPC / CPV cost type can't be changed after the campaign is created.
The bid (unit cost) applies on manual, target‑cost, and cost‑cap targets. On auto‑bid targets (MAX_… — Maximize Clicks / Impressions / Conversions / Video Views / Leads / Reach), LinkedIn manages spend for you and there's no manual bid to set.
Optimization targets are grouped by bidding mode: manual (NONE, ENHANCED_CONVERSION), auto‑bid (MAX_IMPRESSION, MAX_CLICK, MAX_CONVERSION, MAX_VIDEO_VIEW, MAX_LEAD, MAX_QUALIFIED_LEAD, MAX_REACH), target‑cost (TARGET_COST_PER_CLICK / …IMPRESSION / …VIDEO_VIEW), and cost‑cap (CAP_COST_AND_MAXIMIZE_CLICKS / …IMPRESSIONS / …VIDEO_VIEWS / …LEADS).
The optimization target must fit the campaign's objective and tracking setup — for example, Maximize Leads requires a Lead Gen Form attached, and conversion targets need conversion tracking. LinkedIn rejects an incompatible target and Aliveo surfaces its reason on the row.

Status

Only ACTIVE / PAUSED / DRAFT / ARCHIVED can be set. Aliveo normalizes everyday phrasing like "enable", "turn off", or "disable" to the right value automatically.
A creative's status can change only after LinkedIn finishes reviewing it — its review status must be Approved. Creatives still in review are held back with a plain‑language reason rather than failing at apply time.

Creatives

Up to 100 creatives per campaign — proposals that would push a campaign over the cap are rejected before they're sent.
New creatives reference an existing organic post (a share or UGC post URN). Building creatives from scratch — inline content with media upload — is handled as a custom workflow.

These guardrails mean you can safely propose broad changes; Aliveo simply skips the rows LinkedIn wouldn't accept and tells you why.

That's actioning — analyze, review, and apply LinkedIn Ads changes without leaving Aliveo. Start with a quick /actioning request in chat, and graduate to a Custom Actioning Workflow once you find an optimization worth repeating.