Performance Insights & Optimization
Rule Engine Automation
Use the Rule Engine to build optimization strategies and automate them on schedule. The Essentials plan includes weekly and monthly Rule Engine automations, along with custom optimizations and insights.
Note: Only premium and higher plans include daily automations.
Audits and Alerts
Essentials plan users can:
Run Account Structure Audits to check for best-practice compliance and surface optimization opportunities.
Set KPI and performance alerts to get notified when metrics fall below target or trend in the wrong direction.
Bid Optimization and Adjustments
You can use Optmyzr's bid management tools, such as Geo Bid Adjustments and Audience Bid Adjustments, to optimize campaign performance across manual and automated bidding strategies.
Learn more about these tools here.
Keyword Management
Access Optmyzr's full suite of keyword and search query tools to find opportunities and eliminate wasted spend.
You can analyze search queries, identify positive or negative keywords, bid on the right keywords, find expensive keywords, and more.
Learn more about keyword optimization tools here.
Standard Placement Exclusions
You can analyze and exclude placements based on performance metrics such as accrued cost, impressions, and conversions to prevent ads from appearing on unwanted sites.
To know more about the placement optimizations, read here.
Note: Only premium and above plans currently include Smart Placement Exclusions.
Reporting
Essentials users get single-account reporting capabilities. You can build, schedule, and share professional reports.
You can:
Access single account performance dashboards to monitor campaign and account level metrics.
Create custom and ready-to-use report templates using the Report Designer.
Build single-account reports covering Google Ads, Microsoft Ads, Amazon Ads, and Meta Ads accounts.
Schedule automated report delivery on a weekly or monthly cadence.
Share white-labeled reports and dashboards with clients.
Add an AI-generated performance summary to your reports.
Use calculated metrics to add custom parameters and formulas as columns in your report tables.
For a full overview of reporting capabilities, read here.
Managing and Optimizing Budgets
Budget Pacing, Alerts, and Optimizations
You can monitor, manage, and optimize budgets at the single-account level. The Reallocate and Optimize Budgets tool offers detailed projections for spend and budget behavior. You can optimize campaign-level budgets by reallocating spend to campaigns driving the best results.
Access the Budget Pacing feature on the All Accounts Dashboard and configure automatic monthly budget alerts when you set a budget target.
Read about different budget-related tools you can access here.
Spend Analysis and AI-Based Predictions
The Spend Projection tool uses historical spend patterns, seasonality, and recent performance to predict future spend — helping you understand when an account is likely to reach its target or whether the account is likely to underspend.
You can use Optmyzr's AI-powered spend predictions to anticipate budget behavior and plan ahead.
Learn more about the tool here.
Campaign Creation
Rapid Campaign Launcher
The Essentials plan includes access to the Rapid Campaign Launcher, which lets you quickly set up new campaigns. This tool streamlines campaign creation, reduces setup time, and ensures consistency in naming conventions, structure, and campaign settings.
You can read more about the Rapid Campaign Launcher here.
Workflow Management
Accessing Blueprints
You can use Blueprints to build and manage structured PPC workflows, making it easier to keep accounts healthy and ensure consistency across campaigns.
Access pre-built Blueprints that provide ready-made workflow templates.
Create custom Blueprints tailored to your specific account management processes.
Use AI-generated Blueprints to automatically produce workflow recommendations.
Schedule recurring or one-time tasks to organize and manage your optimization work.
Read the Account Blueprints user guide to learn more.
Integrating Other Platforms With Optmyzr
Essentials plan users can connect Optmyzr with a range of external platforms to streamline notifications, data inputs, and workflow management.
Optmyzr supports Slack, Microsoft Teams, and Zapier integrations for notifications and workflow automation.
To learn more about integrations, read here.
Optmyzr Onboarding Support
The Essentials plan includes the following support and onboarding resources to help you get started with Optmyzr:
One Q&A onboarding session with an Optmyzr expert to help you set up your account, connect your platforms, and understand key tools.
Email support with a 24-hour turnaround.
Access to a Setup Service at $199/hour for additional hands-on configuration support.
You can read more about our Setup Service here.