Batch create and edit managed groups with templates lets you use Excel to create or update multiple AI Managed Groups at once. This is useful when you need to migrate Campaigns in bulk, update AI Objectives, adjust AI Action Space switches, or manage Managed Group Budget across multiple managed groups.

With this feature, you can:

Note: This feature is permission-based. If you do not see the batch create or batch edit entry on the AI Managed page, contact your customer success manager to confirm whether the feature is enabled for your account.

Create multiple managed groups in bulk: When you need to split managed groups by brand, product line, Campaign type, or operational objective, you can fill in multiple managed groups in one creation template.

Migrate Campaigns in bulk: If a Campaign already belongs to an existing managed group but needs to move to another one, fill in the final Campaign ID list for the target managed group. The system will migrate it after validation passes.

Update existing managed group settings in bulk: When you need to update targets, AI Personality, AI Action Space switches, or budgets for multiple managed groups, use the batch edit template and fill in only the fields you want to change.

Maintain managed group budgets in bulk: If you enter Managed Group Budget, the system reallocates budgets based on the current daily budget ratio of enabled Campaigns. If you leave it blank, no manual budget reallocation is triggered.

Batch create and batch edit use separate entries and separate templates.

In the creation template, Campaign ID list is the final complete Campaign set for the new managed group. In the editing template, Campaign ID list is also the final complete Campaign set after editing. If it is blank, the Campaign set is not changed.

Before filling in the template, download a campaign-level report from Custom Report to get the IDs required by the template.

For batch creation, you need at least:

For batch editing, you need at least:

1. Go to the AI Managed page under AI advertising optimization.

2. Click the Smart creation dropdown.

3. Select Batch create managed groups.

4. In the upload modal, click Download template.

The template contains two sheets:

Note: Download the template that matches your current system language. The system identifies the Application Form sheet and column headers based on the current language.

In the batch creation template, each row represents one new managed group. The following fields are required:

The following fields are optional:

1. Return to the Batch create managed groups modal.

2. Drag the file into the upload area, or click to select a file.

3. Make sure the file format is .xlsx or .xls and the file size is 10 MB or less.

4. Click Upload.

After upload, the system validates the file and each managed group. A single upload supports up to 500 managed groups.

After the upload succeeds, the system creates a batch asynchronous task and processes managed groups one by one.

Each managed group follows an all-or-nothing rule. If any field or Campaign in that managed group fails validation, the whole managed group fails and no changes are written. The task can still be partially successful.

If a Campaign already belongs to another managed group, the system removes it from the original managed group and adds it to the new managed group after validation passes.

1. Go to the AI Managed page under AI advertising optimization.

2. Click the Smart creation dropdown.

3. Select Batch edit managed groups.

4. In the upload modal, click Download template.

The batch editing template is a blank template. It does not prefill all managed group data. You need to get IDs from Custom Report and fill in only the fields you want to edit.

Batch editing uses the following two fields to identify an existing managed group:

If Profile ID + Managed Group ID cannot identify one unique managed group, the managed group in that row fails.

Batch editing uses partial overwrite:

Common editable fields include:

1. Return to the Batch edit managed groups modal.

2. Upload the completed .xlsx or .xls file.

3. Click Upload.

The system validates the managed group object, field values, and Campaign set row by row. If any field or Campaign in a managed group fails validation, the whole managed group fails and no changes are made.

After the task is submitted, you can open the in-progress task from the upload success modal. You can also find the in-progress task entry next to the Smart creation button.

The in-progress task entry only shows unfinished tasks submitted by the current user. If multiple Excel tasks are in progress, they share one entry, and you can switch between them after opening it.

The in-progress task details show:

After a task is complete, it is removed from the in-progress entry. The system sends a notification where you can view the final result.

The notification shows:

Task statuses include All succeeded, Partially succeeded, and All failed. Downloading failure details as Excel is not supported in the first version.

Q: Can batch creation and batch editing use the same template?

A: No. Batch creation creates new managed groups, while batch editing updates existing managed groups. The required fields and blank-cell meanings are different. Download the corresponding template for each entry.

Q: Why is the batch editing template not prefilled?

A: Batch editing uses a blank template and partial overwrite. You only fill in the fields you want to change, and blank fields do not overwrite existing values. This avoids exporting all managed group configurations and reduces the risk of unintended changes.

Q: If Campaign ID list is blank in the editing template, will it clear Campaigns in the managed group?

A: No. In batch editing, a blank Campaign ID list means the Campaign set is not changed. Only when Campaign ID list is filled does the system treat it as the final complete Campaign set after editing.

Q: Will upload fail if a Campaign already belongs to another managed group?

A: Not necessarily. If the Campaign is valid and the managed group passes validation, the system automatically removes it from the original managed group and adds it to the target managed group. If the same uploaded file assigns the same Campaign to multiple target managed groups, the related managed groups fail.

Q: Can batch editing change the optimization method of an AI Action Space?

A: No. Batch editing only changes AI Action Space switches. It does not switch optimization methods or edit rule content. If the original optimization method is rule-based, disabling and enabling it again keeps the original rule content.

Q: What happens if Managed Group Budget is blank?

A: In batch creation, the system fills it with the sum of current daily budgets of enabled Campaigns. In batch editing, leaving it blank does not trigger manual budget reallocation. If this edit changes the enabled Campaign set, the displayed managed group budget changes naturally with the Campaign set.

Q: Why can I not see the final result immediately after upload succeeds?

A: Upload success only means the task has been submitted. It does not mean all managed groups have finished processing. Check the in-progress task first, then view final results and failure reason summaries in notifications after the task is complete.

Q: Can I edit managed groups whose AI Status is disabled through the template?

A: Yes. As long as the managed group exists, you can edit its settings through the batch editing template even when AI Status is disabled.