📌 What Brand Vault rules do
Brand Vault lets you store important, ongoing client context that Search Atlas can use when reviewing campaigns and developing recommendations. Add rules that should remain consistent across audits, strategies, and future project work.
Examples include service exclusions, seasonal priorities, budget changes, audience preferences, compliance requirements, and other business constraints.
✍️ Add a client rule
- Open the relevant client project in Search Atlas.
- Open Brand Vault from the project workspace.
- Find the section for client knowledge, guidelines, or persistent instructions.
- Add the rule using clear, specific language.
- Save the changes and review the entry to confirm it applies to the correct project.
✅ Write effective rules
State what should happen, when it applies, and any limits or exceptions. Avoid vague instructions such as “focus on better leads.”
- Service exclusions: “Exclude residential jobs priced below $2,000 from campaign recommendations.”
- Seasonal priorities: “Prioritize 4WD and SUV rentals from November through February. Prioritize exotic and convertible rentals from March through October.”
- Budget schedules: “Reduce ad spend by 20% each month from September through December. Restore the full budget from January through August.”
Use exact dates, percentages, price thresholds, locations, and product names whenever possible. If a rule has no end date, state that it remains active until updated.
🔄 Maintain your project context
Review Brand Vault rules whenever a client changes pricing, services, budgets, targeting, or seasonal plans. Update or remove outdated instructions instead of adding conflicting versions.
Keep each rule focused on one decision. This makes the guidance easier to interpret and reduces the risk of older instructions being applied incorrectly.
📊 How rules affect recommendations
Persistent rules provide project context for campaign audits and strategy recommendations. They help Search Atlas account for the client’s priorities instead of relying only on general performance patterns.
Rules do not replace accurate campaign data, tracking, conversion settings, or budget configuration. Confirm that those project settings also match the client’s current requirements.
🧪 Verify the result
- Save the updated Brand Vault information.
- Run or review the relevant audit or strategy output.
- Confirm that recommendations reflect the new rule.
- If the output does not reflect the rule, check its wording, scope, dates, and project assignment.
If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be instantly connected with a member of our team.