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Optimization Modes

Scope3 offers two primary approaches to campaign optimization, each designed for different team needs and strategic preferences.

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🎯 Built-in Optimization

Perfect for: Teams seeking efficiency and simplicity, agencies managing multiple clients, or campaigns where speed-to-market is critical.

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How It Works

When you create a campaign without specifying inventoryManagement parameters, Scope3 automatically optimizes your inventory allocation: 
await create_campaign({
  brandAgentId: "ba_123",
  name: "Brand Awareness Q4",
  prompt:
    "Maximize reach for our new product launch targeting tech-savvy millennials",
  budget: {
    total: 100000,
    currency: "USD",
  },
  startDate: "2024-10-01",
  endDate: "2024-12-31",
  // No inventoryManagement specified = scope3_managed mode
});

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What Scope3 Handles Automatically

Inventory Mix Optimization
  • Analyzes available publisher inventory for your campaign goals
  • Selects optimal mix of premium and programmatic options
  • Balances reach, efficiency, and brand safety requirements
Signal Selection
  • Chooses appropriate targeting signals based on campaign prompt
  • Combines first-party data, contextual signals, and audience insights
  • Optimizes signal costs against performance goals
Budget Allocation
  • Distributes budget across selected inventory sources
  • Sets appropriate daily caps and pacing strategies
  • Adjusts allocation based on early performance indicators
Performance-Based Rebalancing
  • Monitors campaign performance across all inventory sources
  • Automatically shifts budget toward higher-performing options
  • Maintains overall campaign goals while maximizing efficiency

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Example: Auto-Optimized Campaign Flow

// 1. Simple campaign creation
const campaign = await create_campaign({
  brandAgentId: "ba_456",
  name: "Holiday Electronics Campaign",
  prompt:
    "Target electronics enthusiasts ages 25-45 with premium video inventory",
  budget: { total: 75000, currency: "USD" },
  startDate: "2024-11-15",
  endDate: "2024-12-24",
});

// 2. Scope3 automatically creates inventory options like:
// - Premium CTV (Hulu, Samsung TV+) with contextual targeting: $30,000
// - YouTube Select with electronics affinity data: $25,000
// - Premium display on tech sites with 1P lookalikes: $20,000

// 3. Daily optimization adjustments:
// Week 1: Equal distribution to gather data
// Week 2: 60% to CTV (best CTR), 25% YouTube, 15% display
// Week 3: Further optimization based on conversion data

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Built-in Optimization Benefits

✅ Faster Time-to-Market - Launch campaigns in minutes, not hours ✅ Expert-Level Strategy - Leverage Scope3’s optimization algorithms ✅ Continuous Improvement - Benefit from platform-wide learning ✅ Reduced Complexity - Focus on creative and messaging, not tactical details ✅ Consistent Performance - Proven strategies applied to your campaigns

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🎛️ Granular Control

Perfect for: Teams with specific strategic requirements, experienced traders comfortable with manual optimization, or campaigns requiring custom inventory mixes.

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How It Works

Specify user_managed mode to take full control over inventory selection and allocation: 
await create_campaign({
  brandAgentId: "ba_123",
  name: "Performance Campaign Q4",
  budget: {
    total: 100000,
    currency: "USD",
  },
  inventoryManagement: {
    mode: "user_managed",
    optimizationGoal: "conversions",
    constraints: {
      maxCpm: 45,
      brandSafetyLevel: "high",
      minimumReach: 5000000,
    },
  },
});

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Manual Inventory Configuration

After creating a user-managed campaign, configure your specific inventory mix: 
// High-value CTV inventory with first-party data
await create_inventory_option({
  campaignId: "camp_123",
  name: "Premium CTV + 1P Data",
  mediaProductId: "hulu_premium_ctv",
  targeting: {
    signalType: "buyer",
    signalProvider: "customer_data_platform",
    signalConfiguration: {
      audiences: ["high_ltv_customers", "lookalike_premium"],
    },
  },
  budgetAllocation: {
    amount: 40000,
    percentage: 40,
    dailyCap: 2000,
    pacing: "even",
    currency: "USD",
  },
});

// Contextual targeting on premium sites
await create_inventory_option({
  campaignId: "camp_123",
  name: "Premium Display + Contextual",
  mediaProductId: "premium_display_network",
  targeting: {
    signalType: "scope3",
    signalConfiguration: {
      contextualKeywords: ["luxury", "premium", "high-end"],
      categories: ["automotive", "technology"],
    },
  },
  budgetAllocation: {
    amount: 35000,
    percentage: 35,
    pacing: "front_loaded",
    currency: "USD",
  },
});

// Programmatic scale with third-party data
await create_inventory_option({
  campaignId: "camp_123",
  name: "Programmatic Scale + 3P Data",
  mediaProductId: "open_exchange_display",
  targeting: {
    signalType: "third_party",
    signalProvider: "liveramp",
    signalConfiguration: {
      segments: ["auto_intenders", "luxury_shoppers"],
    },
  },
  budgetAllocation: {
    amount: 25000,
    percentage: 25,
    dailyCap: 1500,
    pacing: "asap",
    currency: "USD",
  },
});

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Advanced Portfolio Management

Allocation Adjustments 
// Shift budget based on performance
await adjust_inventory_allocation({
  campaignId: "camp_123",
  adjustments: [
    { inventoryOptionId: "io_premium_ctv", newAmount: 50000 }, // Increase top performer
    { inventoryOptionId: "io_programmatic", newAmount: 15000 }, // Reduce underperformer
  ],
});
Performance Analysis 
// Get detailed performance breakdown
const performance = await analyze_inventory_performance({
  campaignId: "camp_123",
  dateRange: { start: "2024-10-01", end: "2024-10-07" },
  groupBy: ["inventoryOption", "signalType", "dayOfWeek"],
});

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Granular Control Benefits

✅ Strategic Precision - Execute specific inventory strategies ✅ Advanced Optimization - Fine-tune every aspect of allocation ✅ Institutional Knowledge - Build and leverage team expertise ✅ Custom Requirements - Handle unique brand or compliance needs ✅ Maximum Transparency - Full visibility into allocation decisions

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🔄 Hybrid Mode (Coming Soon)

Combine the best of both approaches: 
await create_campaign({
  inventoryManagement: {
    mode: "hybrid",
    baseOptimization: "scope3_managed",
    userOverrides: {
      maxCpmOverride: 35,
      preferredInventory: ["premium_ctv", "youtube_select"],
      budgetConstraints: {
        premiumMinimum: 0.6, // 60% minimum to premium inventory
      },
    },
  },
});

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Choosing the Right Mode

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Use Built-in Optimization When:

  • ✅ Launching campaigns quickly is priority
  • ✅ Team lacks deep programmatic expertise
  • ✅ Campaign goals are standard (reach, awareness, performance)
  • ✅ Trust in platform optimization is high
  • ✅ Focus should be on creative and messaging strategy

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Use Granular Control When:

  • ✅ Specific inventory relationships need to be maintained
  • ✅ Custom allocation strategies are required
  • ✅ Team has strong programmatic trading experience
  • ✅ Campaign has unique compliance or brand safety needs
  • ✅ Maximum control and transparency are essential

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Decision Framework

FactorBuilt-in OptimizationGranular Control
Speed to Launch⭐⭐⭐⭐⭐⭐⭐
Strategic Control⭐⭐⭐⭐⭐⭐⭐
Learning Required⭐⭐⭐⭐⭐
Custom Requirements⭐⭐⭐⭐⭐⭐⭐
Optimization Quality⭐⭐⭐⭐⭐⭐⭐⭐⭐

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Mode Switching

You can change optimization modes for existing campaigns: 
// Switch from auto to manual mid-campaign
await update_campaign({
  campaignId: "camp_123",
  inventoryManagement: {
    mode: "user_managed",
    transitionStrategy: "preserve_performance", // Maintain current allocation as starting point
  },
});
This creates inventory options matching your current auto-optimized allocation, giving you a starting point for manual optimization.

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Best Practices

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For Built-in Optimization

  1. Provide Rich Context - Detailed campaign prompts help our AI understand your goals
  2. Set Clear Budgets - Include total budget, currency, and date ranges
  3. Monitor Early Performance - Review first week results to ensure alignment
  4. Trust the Process - Allow 7-14 days for optimization to stabilize

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For Granular Control

  1. Start with Discovery - Use discover_publisher_products to explore options
  2. Plan Your Portfolio - Design allocation strategy before creating options
  3. Test Systematically - Create similar inventory options with single variable changes
  4. Monitor and Adjust - Use performance analysis to guide allocation changes
Both modes are designed to help you achieve your campaign goals - choose the one that best fits your team’s needs and expertise level.