---
title: "Using strategic objectives"
slug: "using-strategic-objectives"
updated: 2026-11-09T04:58:01Z
published: 2026-11-09T04:58:01Z
canonical: "docs.scaleinsights.com/using-strategic-objectives"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.scaleinsights.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Using Strategic Objectives

A **Strategic Objective** combines automation rules into a reusable strategy.

If you want to understand how it works within the Automation Engine, see Overview of the Automation Engine.

**Follow the walkthrough below to learn how to create and assign a Strategic Objective to your ads.**

[How to Create and Assign a Strategic Objective to Your Ads](https://app.supademo.com/embed/cmv0p5uh411leqmtspepynca4?embed_v=2&utm_source=embed)

### Create a Strategic Objective

Create a Strategic Objective by grouping the automation rules you want to use for a specific advertising goal.

1. Go to **Automation > Strategic Objectives**. Select the campaign type. [![](https://245731704.fs1.hubspotusercontent-na2.net/hubfs/245731704/Knowledge%20Base%20Import/IMG-201.png)](https://downloads.intercomcdn.com/i/o/wxu9101v/1390417033/56c7c5bf97904c1bfa39a97655c9/IMG-201.png?expires=1780888500&signature=04592147fce2babb9abb31f858b49f8bc3596c01bd07cb969a347322a6ff9520&req=dSMuFs1%2FmoFcWvMW1HO4zU04q51mzNIqMVS3GPOHypDaeY%2B%2B%2FR%2BgUTl6F6Kz%0AtHZjQ56m8FtL0w8GKpg%3D%0A)
2. Click **Create Objective**. [![](https://245731704.fs1.hubspotusercontent-na2.net/hubfs/245731704/Knowledge%20Base%20Import/IMG-208.png)](https://downloads.intercomcdn.com/i/o/wxu9101v/1390417041/1ab101862e497a20e5234b62caf9/IMG-208.png?expires=1780888500&signature=3d0b179786db5fed9cfcb24436cc3fd89a048257521fb54ad14742a3eeb612c6&req=dSMuFs1%2FmoFbWPMW1HO4zdXIxKMBf3G5MKCyDsKvyjzTEsg6%2Fr%2FRQHpLjGD%2F%0AQNiheVDWLS7bwPB7kWw%3D%0A)
3. Select the automation rules you want to include. ![](https://245731704.fs1.hubspotusercontent-na2.net/hubfs/245731704/image-png-Oct-09-2026-10-29-33-0650-AM.png)
4. Enter a name and description for your strategy. ![](https://245731704.fs1.hubspotusercontent-na2.net/hubfs/245731704/image-png-Oct-09-2026-10-30-14-1660-AM.png)
5. Click **Create Strategy** to save it. ![](https://245731704.fs1.hubspotusercontent-na2.net/hubfs/245731704/image-png-Oct-09-2026-10-30-30-9146-AM.png)

> [!NOTE]
> **Tip** Use a descriptive name that reflects your strategy's purpose, making it easier to identify when assigning it to ad groups.

### Assign a Strategic Objective to Ad Groups

Once you've created a Strategic Objective, you can assign it to the ad groups you want to optimize. [![Assign Strategic Objective](https://245731704.fs1.hubspotusercontent-na2.net/hubfs/245731704/GIF_Assign%20Strategic%20Objective.gif)](https://245731704.fs1.hubspotusercontent-na2.net/hubfs/245731704/GIF_Assign%20Strategic%20Objective.gif)

1. Open the **Assign Objective** tab. ![](https://245731704.fs1.hubspotusercontent-na2.net/hubfs/245731704/image-png-Oct-09-2026-10-34-18-2031-AM.png)
2. Select the ad groups you want to assign the strategy to. ![](https://245731704.fs1.hubspotusercontent-na2.net/hubfs/245731704/image-png-Oct-09-2026-10-35-03-3112-AM.png)
3. Choose your Strategic Objective from the dropdown at the top. ![](https://245731704.fs1.hubspotusercontent-na2.net/hubfs/245731704/image-png-Oct-09-2026-10-35-39-9077-AM.png)
4. Click **Assign** to apply it to the selected ad groups. ![](https://245731704.fs1.hubspotusercontent-na2.net/hubfs/245731704/image-png-Oct-09-2026-10-36-04-0542-AM.png)

This lets you apply the same strategy to multiple ad groups without configuring each one separately.

### Edit a Strategic Objective

To update an existing strategy: [![Edit Strategic Objective](https://245731704.fs1.hubspotusercontent-na2.net/hubfs/245731704/GIF_Edit%20Strategic%20Objective.gif)](https://245731704.fs1.hubspotusercontent-na2.net/hubfs/245731704/GIF_Edit%20Strategic%20Objective.gif)

1. Open the **Objectives** tab. ![](https://245731704.fs1.hubspotusercontent-na2.net/hubfs/245731704/image-png-Oct-09-2026-10-37-24-6663-AM.png)
2. Find the Strategic Objective you want to update. Click the edit icon in the **Action** column. ![](https://245731704.fs1.hubspotusercontent-na2.net/hubfs/245731704/image-png-Oct-09-2026-10-38-47-4530-AM.png)
3. Update the strategy name, description, or selected rules. ![](https://245731704.fs1.hubspotusercontent-na2.net/hubfs/245731704/image-png-Oct-09-2026-10-39-58-1632-AM.png)
4. Click **Save Strategy**. ![](https://245731704.fs1.hubspotusercontent-na2.net/hubfs/245731704/image-png-Oct-09-2026-10-40-41-2342-AM.png)

Review the selected rules before saving to ensure they still align with your intended strategy.

### Clone a Strategic Objective

If you want to create a variation of an existing strategy, clone it instead of building a new one from scratch.

[![Clone Strategic Objective](https://245731704.fs1.hubspotusercontent-na2.net/hubfs/245731704/GIF_Clone%20Strategic%20Objective.gif)](https://245731704.fs1.hubspotusercontent-na2.net/hubfs/245731704/GIF_Clone%20Strategic%20Objective.gif)

1. Open the **Objectives** tab. ![](https://245731704.fs1.hubspotusercontent-na2.net/hubfs/245731704/image-png-Oct-09-2026-10-37-24-6663-AM.png)
2. Find the strategy you want to duplicate. Click the clone option in the **Action** column. ![](https://245731704.fs1.hubspotusercontent-na2.net/hubfs/245731704/image-png-Oct-09-2026-10-42-29-3163-AM.png)
3. Update the strategy's details and rules as needed. Make sure to **rename** the new strategy. ![](https://245731704.fs1.hubspotusercontent-na2.net/hubfs/245731704/image-png-Oct-09-2026-10-39-58-1632-AM.png)
4. Save the new strategy. ![](https://245731704.fs1.hubspotusercontent-na2.net/hubfs/245731704/image-png-Oct-09-2026-10-44-20-4746-AM.png)

For example, you might clone an existing strategy to create a variation with different rule criteria for another group of ad groups.

### Unassign a Strategic Objective

If you no longer want an ad group to use a particular strategy, you can unassign it.

1. Open the **Assign Objective** tab. ![](https://245731704.fs1.hubspotusercontent-na2.net/hubfs/245731704/image-png-Oct-09-2026-10-34-18-2031-AM.png)
2. Select the ad groups from which you want to remove the strategy. ![](https://245731704.fs1.hubspotusercontent-na2.net/hubfs/245731704/image-png-Oct-09-2026-10-45-59-5458-AM.png)
3. Click **Unassign Objectives**. ![](https://245731704.fs1.hubspotusercontent-na2.net/hubfs/245731704/image-png-Oct-09-2026-10-46-29-3544-AM.png)

Check your selection before proceeding to make sure you're removing the intended assignments.

### What's Next?

After assigning a Strategic Objective, review your automation activity to check whether the rules are executing as expected.

See [**Reviewing Automation Actions**](https://docs.scaleinsights.com/docs/reviewing-automation-actions-taken) to learn how to review recorded automation actions.

For more information about the available algorithms for each Sponsored Ad type, see [**Available Algorithms for Strategic Objective**](https://docs.scaleinsights.com/docs/available-algorithms-for-strategic-objectives)**.**