Read-Only Mode

Read-only mode in Manage prevents Backpack from making updates at the provider and is available at both the account and campaign levels. This feature is useful when onboarding a new client or off-boarding an existing client.

In This Article:

Read-Only Preferences for Accounts

Read-Only Preferences for Campaigns

Adjusting Read-Only Mode Preferences in Bulk

Read-Only Preferences for Accounts

Setting an entire account to read-only means no changes can be made in Manage, and nothing will be pushed to providers (Google, Microsoft, Facebook, etc.).

Turning Read-Only Mode on for an Account

Putting an account on Read-Only prevents changes made in Fluency from updating at the provider. The account will continue recording and reporting on any metrics accumulated in the account.

Go to Manage in the top menu.
Select an account from list.
Select Account Settings in the top right corner.
Click the Tools dropdown, and select Mark Accounts as Read-Only.

In the settings, it will show Read Only under Mode.

Note: You can see an account's status in the Manage account list (screenshot below).

Turning Read-Only Mode off for an Account

When accounts are first ingested into the platform, they are set to read-only. No changes can take place within Backpack until you turn off read-only mode.

Go to Manage in the top menu.
Select an account from list.
Select Account Settings in the top right corner.
Click the Tools dropdown, and select Turn off Read-Only.

In the settings, it will show Fluency Managed under Mode.

Note: You will receive an error message stating the account is in read-only mode if you try to make changes in Manage.

Read-Only Preferences for Campaigns

Once a campaign is in read-only mode, it will be grayed out and you won't be able to make edits to the campaign, ad group, ads, or keywords. Use this when you want to ingest a campaign but not take action on it.

Turning Read-Only Mode on or off for a Campaign

Go to Manage in the top menu.
Select an account from the list and then a campaign.
Click Campaign Settings in the top right corner.
In the upper right corner, you will see either Campaign is in Read-Only mode or Campaign is managed in Fluency. Click on the text to change it from one to the other.

Note: Campaigns are brought into Backpack in read-only mode if the Synchronization Method of the account is set to Manual Pull Only and a campaign has accumulated metrics that do not already exist within Backpack.

Adjusting Read-Only Mode Preferences in Bulk

The Bulk Manage Tool in Backpack allows you to update statuses across multiple accounts and campaigns, streamlining operations and driving productivity. Let's look at how to use Bulk Manage to update read-only preferences:

Bulk-Updating Read-Only Mode for Multiple Accounts

Go to Manage in the top menu.
Check the box for one or more accounts.
Click Bulk Manage in the blue menu that appears above the account list.
(Optional) Add filters:

Select + Add a Filter Set and choose "Read Only Mode."
Toggle Include read-only accounts at the top right to also apply changes to accounts in read-only mode.
Apply a filter to see some of your accounts by clicking Showing All Accounts at the top right and choosing a filter (e.g., Assigned to Me, Read Only Accounts, etc.).

Under Actions, select Account and either releasing account from read only mode or putting account on read only mode.
Click Preview to check that the changes are accurate.
Click Apply.
(Optional) Click Schedule if you want to apply the changes at a later pre-determined time.
Confirm your changes by going to Settings & Tools (gear icon) in the top navigation menu, and then select Bulk Receipts. You can cancel scheduled changes here.

Bulk-Updating Read-Only Mode for Multiple Campaigns

Go to Manage in the top menu.
Select an accounts and then check the box next to one or more campaigns.
Click Bulk Manage in the blue menu that appears above the campaign list.
(Optional) Add filters:

Select + Add a Filter Set and choose "Read Only Mode."
Toggle Include read-only accounts at the top right to also apply changes to accounts in read-only mode.
Apply a filter to see some of your accounts by clicking Showing All Accounts at the top right and choosing a filter (e.g., Assigned to Me, Read Only Accounts, etc.).

Under Actions, select Campaign and either setting to read-only or turning off read-only.
Click Preview to check that the changes are accurate.
Click Apply.
(Optional) Click Schedule if you want to apply the changes at a later, pre-determined time.
Confirm your changes by going to Settings & Tools (gear icon) in the top navigation menu, and then select Bulk Receipts. You can cancel scheduled changes here.

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