Starting a Free Trial
Let's kick things off by creating your free 14-day Optmyzr trial. No credit card is required! Head to our signup page, enter your work email address, create a strong password, and provide the necessary information related to your account.
Clicking on the 'Create Account' button will lead you to the general onboarding flow, where you will be able to connect your Social ad accounts, set up general monitoring, invite your teammates, and much more.
Connecting Your Social Ad Platforms
Once you create an Optmyzr for Social Account, you can go ahead and connect your LinkedIn, Instagram, or Meta Ads account. You can always connect more platforms and accounts later.
Steps After Linking Accounts
After successful account creation, you'll be redirected to the All Accounts Dashboard for Social. Here, you'll have access to view crucial performance data and discover optimization opportunities for all the accounts you've connected to Optmyzr for Social, conveniently in one place.
Read all about it here.
Manage Linked Accounts
The Manage Linked Accounts page is where you can link new Facebook and LinkedIn accounts to Optmyzr or manage your existing accounts.
Navigate to the Manage Linked Accounts page either from the All Accounts Dashboard or from the 'My Account' drop-down on the top right of the tool.
Actions in the Manage Linked Accounts Page
Search for a Particular Login or Name
The search bar in the Manage Linked Accounts page can help you filter out email logins by account type. You can use this to know how many instances are present for each platform.
On the Manage Linked Accounts page, you'll see all the account types on the left side.
Re-Link and Rename an Account
To re-link an account through a different login email:
Add a new login (or select the Google Ads login you want to use).
Find the account ID of the account you’d like to relink.
Click on the relink option next to the account name.
You will also see an option to rename your ad account beside each linked account.
Sync Account Names to Optmyzr
Click on the hamburger menu to use the option to sync account names to Optmyzr. Clicking on this option will update all the account names to the Google Ads interface account names. So if you have changed your account name in the Google Ads interface, you can use this option to see the changes in Optmyzr.
Unlink a Login
To unlink an account, press the hamburger menu, then "unlink login."
Before you proceed with the unlinking process, it is recommended that you connect all the associated account(s) with a different login to avoid disabling all your automations and schedules.
When you choose to unlink a login in Optmyzr, all the ad accounts connected to that login will be unlinked. As a result, if applicable, any or all of the following actions will occur:
All of your Rule Engine automations will be paused.
All scheduled Reports and Audits will be paused.
All Alerts and Budget Monitoring will be paused.
If you decide to relink the accounts associated with the login in the future, you will find your automations and schedules in a paused state. You can then individually re-enable them from the interface as needed.