Optmyzr Checklist - Automation
Geetanjali Tyagi avatar
Written by Geetanjali Tyagi
Updated over a week ago

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Automation in Optmyzr

Optmyzr provides a wide range of tools and features which can be automated to help you keep your PPC accounts optimized effortlessly. Set up scripts, automate custom strategies & tools, schedule reports & audits, and get alerted about the performance of important metrics automatically to stay on top of your competition.

You can check the automations set on the Automation Schedules page or the Automation History.

URL Checker

  • With the URL Checker tool, you can easily search for broken landing pages with 404 errors, or with any piece of text that indicates a product is out of stock. Click '+ Add Setting' to configure your preferences. Set a schedule for automatic runs, choosing the date, time, and notification preferences. By default, a new spreadsheet is generated, but you can specify an existing Spreadsheet URL if needed. (User Guide).

Reports

  • The Report Scheduler automates the delivery of Google, Microsoft, Facebook, and Amazon Ads reports to you or your stakeholders and clients. You can schedule custom or pre-made report templates and specify the date, frequency, format, and recipient details. Simply access the Preview mode of a report template, click on 'Schedule Report,' provide the required information in the pop-up window, and save the schedule to set it up. (User Guide)

PPC Account Audit

  • The PPC Account Audit feature provides a convenient solution for auditing your accounts. It allows you to define parameters, receive a detailed performance grade, and view information through a user-friendly interface. You can create personalized audits, download results in various formats, and even schedule automatic runs at regular intervals. By scheduling the audit, you can receive an email with a link to the most recent audit results. (User Guide)

Rule Engine

The Rule Engine lets you automate pre-made or custom strategies that are created using if-then logic. You can choose a trigger event and set an action for Optmyzr to take when that condition is met. Automate your strategies by scheduling them to run at specified dates and times. Receive notifications by entering your email address.

Get started automating by creating custom Rule Engine strategies or using pre-built strategies such as these ones!

  • Report for disapproved ads

    • Get a report with a list of disapproved ads

  • Monitor Ad Strength for RSAs

    • Get a report on the ad strength of RSAs and identify the ones with poor ad strength.

  • Monitor Quality Score components for keywords

    • Label and report on Low-Quality Score keywords that have low Ad relevance, expected CTR, or Landing page experience. This strategy can also be used to pause keywords with QS < 3.

Enhanced Scripts

  • With the Pause When Things Spend Too Much script, you can easily check if an item (keyword, ad, ad group, campaign, or account) is exceeding the budget you set up for it. It pauses the entity and notifies you over email when the budget is hit. It also reenables the entity at the beginning of the next budget period (User Guide).

  • With the Reach Target Monthly Spend script, you can automatically adjust budgets to meet a target spend. This script can modify campaign-level budgets and shared budgets, and by using multiple settings, it can manage all budgets for the entire account (User Guide).


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