About the KPI and Budget Monitoring Page
The KPI and Budget Monitoring page allow you to create and edit Budget alerts at both, the single and portfolio (multi-account) levels.
On the page, you will see two tabs:
KPI alert
Single Account
Portfolio (Multi Account) (Read here)
Budget Alert
Single Account
Portfolio (Multi Account)
Setting your alerts is available for all platforms — Google Ads, Microsoft Ads, Amazon Ads, Meta Ads, Yahoo Japan Ads, and LinkedIn Ads.
You can access this page from the Settings option (icon) present in the Triggered Alerts Side Tray or find it directly from the left-side menu, under ‘Monitor’.
Read more about where to view your created alerts once they get triggered.
Why Use It?
Optmyzr Alerts let you:
Monitor budgets proactively: Set up budget alerts to monitor pacing and spend thresholds. This prevents budget overruns and maintains better control over your campaign investments.
Automate routine monitoring: Reduce manual oversight by automating alerts and actions. This saves time and ensures timely responses to critical changes.
Respond faster with real-time notifications: Receive alerts via email and Slack to take immediate action when something needs attention.
Customize alerts based on your business goals: You can define targets, thresholds, and conditions that align with your performance objectives. This ensures alerts are relevant and actionable.
Single-Account and Portfolio Budget Alerts
Single-Account Budget Alerts
To create a budget alert for a single account, choose the 'Monitor & Control Budgets - Single Account' option.
Using the single account budget alerts, you can:
be notified whenever your account is under or overpacing
be notified when the spend reaches a certain threshold of your target budget,
Automatically adjust the budgets to reach target, and
pause campaigns automatically when the aggregate spend approaches the target budget, and re-enable them on the 1st of the next month.
Select your desired account and the budgets you would like to track. The 'Budget Monitor Name' text field allows you to set a name for the alert which will be visible to you all across Optmzyr.
The 'Track account' option will select all of your active budgets in your account as well as include the ones that you decide to create later in the future.
The 'Track specific budgets' option allows you to have more granular control over your account's budget alerts.
However, it requires manual selection of specific budgets and will not automatically include future budgets. This means you'll need to edit the alert if you create new budgets in the future.
Portfolio (Multi-Account) Budget Alerts
The Multi-Account Budget Alert option when creating a new alert is a feature that works in sync with our Reallocate and Optimize Budgets tool.
When selecting this option, you will first need to create a new PPC Portfolio or select an existing one from the dropdown menu.
When creating a new PPC Portfolio, you'll need to select the accounts that belong to the Portfolio. You'll be able to select multiple accounts across the different supported platforms (Google Ads, Microsoft Ads, Meta Ads, and Yahoo Japan Ads).
After that, you'll need to enter the timezone, currency, and name of the Portfolio. You can also select the team member who's in charge of managing the Portfolio, so they can receive all related alerts.
A new portfolio created here will be saved once you click 'Next'. You can manage portfolios from the All Accounts Dashboard.
Note: When editing a portfolio, if you have Access Level enabled for your Optmyzr account, only the account owner (or primary user) will be able to transfer the ownership of the portfolio to themselves. This will ensure that the owner of the portfolio has access to all of the accounts included in it.
Actions That You Can Take After Account/Portfolio Selection
You can choose a budget tracking period and manage budgets using the Custom Budget Period feature:
Weekly cycle
Monthly cycle
Quarterly cycle
Note: Once any budget alert has been created, you cannot edit the budget period. To change it, you need to delete the alert and create a new one.
This feature is only available for Premium and Enterprise users.
Essentials users cannot access the Custom Budget Period feature. Their budget cycle is fixed as monthly.
Once you set a monthly target budget and select a budget cycle, you can:
1. Choose to be notified when spend is overpacing or underpacing.
2. Choose to get notified when your spend reaches 50%, 75%, 90%, and 100% of the target budget.
3. Automatically adjust budgets to reach the target. You can read more about this here.
If you choose to be alerted when your spend reaches 100% of the target budget, you might see your notifications (email or integrations) coming in when the spend reaches 98% of the target. This is done to ensure timely notification, allowing for potential delays or unforeseen circumstances.
4. You can choose to automatically pause the campaign/budget and get notified when the aggregate spend of the selected budgets equates to the target budget. Note that the pausing action has a threshold window of 98% to 104%. This means that if the aggregate spend falls within this range, the system will automatically pause the campaign.
You can also have the system re-enable these paused campaigns at the start (1st) of the next month.
If you set up an action to pause and enable campaigns, the changes will be made using a specific user's email, referred to as the Alert Owner. So, please ensure that the email used to link the account has write access. If not, you will see an error message as in the above image.
Who Will Be Notified?
The Account/Portfolio Owner and team members who have starred the Account will receive notifications over email and Slack if the integration is set up.
You can also manually select additional team members to notify.
Filtering Alerts
You'll be able to filter alerts based on:
Platforms
Accounts and Portfolios
Types of alerts (metric, single-account budget, multi-account budget)
Alert level (account, bid strategy, campaign, campaign type, campaigns in portfolio bidding strategy, feed, label, products)
Alert Status (working as expected, attention required, no status)
Editing Alerts
You can modify the settings of a particular alert by clicking the edit button in the action menu.
Deleting Alerts
You can remove alerts through the delete button in the action menu. You can also select multiple alerts at once to delete them in bulk.
You will not be able to edit or delete the system default Anomaly Alerts. Read more about it here.
Use Cases
Prevent Overspending and Ensure Consistent Pacing
Problem: Staying within your allocated budget is difficult, especially if your campaigns tend to overspend. This impacts your overall performance.
Solution: You can set up a single-account budget alert to track your monthly budget pacing. Get alerts when your defined thresholds are breached.
Additionally, with Optmyzr, you can automatically pause overspending campaigns when they reach their monthly budget.
Monitoring Specific Alerts
Problem: It can be difficult to isolate alerts for a specific account, type, or severity.
Solution: You can access triggered alerts from the triggered alerts side tray and filter based on accounts and settings. You can also access alerts directly from the All Accounts Dashboard or Account Dashboard to view alerts filtered for that account. This lets you act on alerts more efficiently.