Operations
Monthly Review
Monthly account review for long-term optimization.
A deeper monthly review ensures long-term protection health.
Monthly Tasks
Performance Analysis
- Pull monthly summary report
- Compare fraud rates month-over-month
- Calculate total savings
- Identify top fraud sources
Protection Tuning
- Review sensitivity settings
- Adjust based on false positive rates
- Update automation rules if needed
- Consider enabling stricter modes if fraud is high
Clean-Up
- Archive old exclusions (90+ days)
- Remove duplicate rules
- Update campaign structure in ClickFortify
- Sync any new campaigns
Monthly Report Template
Include in your monthly review:
| Section | Contents |
|---|---|
| Executive Summary | Key metrics and trends |
| Fraud Analysis | Top sources and patterns |
| Savings Breakdown | By campaign/account |
| Recommendations | Action items for next month |
Optimization Opportunities
Look for:
- Campaigns with consistently high fraud (consider pausing)
- Geographic regions with bad traffic (add exclusions)
- Time patterns (schedule campaigns during clean hours)
- Device types with issues (adjust targeting)