written by
Landon Bennett

Unlocking Efficiency in Retail Media: A Guide to Automating Your Workflows

Ad Ops Account Management Creative review Ad Tech 3 min read
Retail media networks

Retail Media is on fire! Every day I'm seeing a new consumer business standing up an ad business. Those teams are growing quickly and getting bombarded with new processes and internal work that they can't hire fast enough to handle. It would be wise for these teams to start implementing automation from the start, so that they can scale up quickly. By using automation, retail media teams can reduce mistakes and use their resources better, taking their more strategic work up a level. Let’s explore some easy tips and strategies to boost automation and polish those retail media efforts.

The Benefits of Internal Workflow Automation

Internal workflow automation acts like a personal helper that reduces repetitive tasks like data entry, creative QA, report creation, ad approvals, and campaign screenshots. This frees up time for you and your team to focus on meaningful projects, improving the results for your customers and the team's morale. Automation also improves data accuracy—vital for tweaking retail media strategies. By responding faster to market changes, you keep campaigns fresh and competitive. Plus, automation helps everyone work better together.

Streamline with Campaign Screenshots Automation

Technology is central to optimizing retail media processes, managing everything from data integration to campaign execution efficiently. Automation tools ensure your advertising is both organized and adaptable. One workflow we've seen a bunch of retail media networks automating is campaign screenshots, or ad tearsheets. There's no sense in spending dozens of hours a week manually creating screenshots and decks. Simply use a platform like Ad Reform to automatically capture screenshots for GAM campaigns (or any other ad platform).

Foster Team Collaboration with Creative Approval and Creative QA Tools

Collaboration is vital for successful retail media teams. With open communication and shared goals, your team works seamlessly together. Tools like project management software keep everyone updated, ensuring nothing is overlooked. Use a centralized platform (instead of email) to share feedback on ads while also running creative QA on your site's specs. No one should be doing any of this manually.

Enhance Reporting with Automated Report Generation

As retail media teams manage growing data volumes, efficient reporting becomes a critical component for strategic decision-making. Automating report generation saves time and ensures accuracy, providing an up-to-date picture of campaign performance. Tools like Google Data Studio or Tableau can be integrated to pull data automatically from various sources, delivering consistent and comprehensive reports without the manual labor. This not only accelerates the reporting process but also allows team members to focus on analyzing data trends and producing actionable insights.

Elevate Data Accuracy with Data Integration Platforms

Data integration is at the heart of retail media success, bridging the gap between multiple data sources to provide a unified view of campaign metrics. Automation platforms like Zapier can streamline data flows, reducing human error, and ensuring that you're working with the most accurate data possible (Ad Reform + Zapier example). By centralizing data management, teams can react swiftly to performance shifts, optimizing campaigns with precision. This results in more targeted advertising efforts and maximizes the return on investment.

Embrace Automation for Long-Term Success

Incorporating automation into retail media workflows is not just a trend but a necessity for sustaining growth and achieving long-term success. By automating mundane tasks like proof of performance screenshots, teams can redirect their focus to high-impact activities that drive innovation and competitive advantage. The synergy between technology and human expertise will empower retail media teams to excel, offering exceptional value to consumers and staying ahead in an ever-evolving market landscape.

Embrace these strategies and watch your efficiency soar, paving the way for a more dynamic and future-ready retail media operation.

Ad Screenshots Ad Ops QA Ad preview