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Optmyzr for Social - List of Budget Management Tools and Alerts

Radhika Shenoy avatar
Written by Radhika Shenoy
Updated over 2 weeks ago

Budget Monitor Alerts

The Budget Monitor Alerts in Optmyzr can help you efficiently track and manage your monthly budgets. You can either monitor your entire account or select specific campaigns or shared budgets to include in the monitor. The following are the different types of action you can take:

  • Track Spending: Monitor aggregate spend against a target budget and be notified when spend reaches a specific threshold.

  • Pacing Notifications: Receive alerts when your spend is overpacing or underpacing.

  • Automatic Campaign Actions: Pause campaigns automatically when spend approaches the target budget and re-enable them at the start of a new budget cycle.

You can access the tool here and the detailed user guide here.

You can use the Budget Monitors at the following levels:

  • Single Account (Meta)

  • Social portfolio (Meta + LinkedIn)

  • Search + Meta portfolio (if you subscribe to both, Optmyzr for Search and Social)

Optimize Budgets - Multi Account Portfolio (Meta Only)

The Optimize and Reallocate Budgets tool lets you track, monitor, and change campaign budgets across multiple accounts and platforms (Google Ads, Microsoft Ads, Meta Ads, and Yahoo Japan Ads).

You'll first need to create a portfolio using the PPC Portfolio Manager. A portfolio can include more than one account from different platforms.

For information on how to use the PPC Portfolio Manager, read this article.

The next step is setting up Budget Groups. A budget group can contain campaigns from different accounts that are present in a single portfolio. Each budget group has one target monthly spend.

You can access the tool here and the detailed user guide here.

Please note that this is a portfolio-level tool. Your Meta accounts need to be a part of a portfolio, either a Meta-only portfolio or a Search + Meta portfolio.

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