Rules Automation Setup (Auto Top-Ups & Low Balance Notifications)

Threasury allows you to automate important wallet and account actions so your ads never stop due to low balance.

Using Rules Automation, you can set up:

Low balance notifications
Automatic top-ups for ad accounts that support instant top-ups

These rules ensure smooth spending, reduced downtime, and complete control over your ad account maintenance.

What Are Rules?

Rules are automated triggers that take action when certain conditions are met — such as your wallet or ad account balance falling below a specific amount. You will receive a notification on your configured email every time a trigger completes an action.

You can create rules for:

Sending notifications for low balance - available for both Ad account and Threasury wallet
Automatically topping up ad accounts at a threshold value set by you

Setting Up Rules

1. Low Balance Notifications

These alerts help you stay informed about the funds remaining in your Ad account/Threasury wallet.

How to set it up:

Go to Dashboard → Rules
Click Create New Rule
Choose Balance Notification
Select whether the rule applies to:

Your Wallet, or
Specific Ad Account

Set the Balance Threshold

Example: Notify me when balance goes below $100

Set the schedule - If you would like to be reminder every hour or once daily
Choose notification email on which you want to be notified
Save the rule

Once saved, the system will automatically alert you whenever the balance falls below your set value.

Set the threshold at least a day before depletion based on your daily spend to avoid ad pauses.

2. Automatic Top-Ups

Auto top-ups ensure your ad accounts never stop spending due to low balance.

How to set it up:

Go to Dashboard → Rules
Click Create New Rule
Select Auto Top-Up
Choose the ad account you want to automate
Set your Trigger Threshold

- Example: When balance falls below $50

Set the Auto Top-Up Amount

- Example: Add $200 from wallet

Set the schedule - If you would like to run every hour or once daily
Confirm and save the rule

Once live, the system will automatically top up the selected ad account whenever the balance hits your trigger threshold.

Auto top-ups draw money from your Threasury wallet balance, not your card or bank directly. Ensure your wallet has sufficient funds.

3. Recommended Rule Settings

To avoid disruption:

Wallet low balance threshold: 1–2 days of your average spend
Ad account low balance: At least 2–3x your hourly/daily burn
Auto top-up amount: Minimum of 1 day or 2 days’ worth of ad spend

Example: If you spend $300/day

Low balance alert → $100

Auto top-up trigger → $50

Auto top-up amount → $300–$600

When setting an auto top-up rule, we recommend configuring a wallet balance rule as well. This ensures you’re notified whenever your balance is low and can add funds in time, helping prevent auto top-ups from failing.

4. Editing or Deleting Rules

You can update or remove rules at any time.

Go to Rules
Select the rule you want to modify
Click Edit or Delete
Save changes

Changes apply instantly.

5. Common Issues & Fixes

Issue: Auto top-up didn’t work

Wallet has insufficient balance → Add more funds
Rule threshold set too low → Increase the value
Rule disabled → Re-enable it

Issue: Not receiving notifications

Email not correct
Email landing in spam
Threshold too low or unrealistic

If auto top-up fails for any reason more than three times, the rule will be turned off automatically. You will need to manually enable it again from the Rules page.

Benefits of Automation

Rules help you:

Prevent ad account pauses
Reduce manual monitoring
Maintain consistent campaign performance
Avoid sudden drops in ROAS due to downtime

Automation gives you full control while keeping operations smooth and reliable.

Updated on: 12/12/2025

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