PPC Client Manager
Creating clients across ad platforms in Optmyzr
Geetanjali Tyagi avatar
Written by Geetanjali Tyagi
Updated over a week ago

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With the PPC Client Manager, you can group together multiple accounts across platforms (Google Ads, Microsoft Ads, and Facebook), into one client. For now, clients can be used to manage budgets in the Optimize Budgets Across Platforms tool.

Create a new Client

To get started, click on the green (+) button and define a name for your new client. You'll see selectors for currency and time zone for the client. Selecting a time zone and currency will not make any changes to the actual PPC accounts. It is only for viewing data in Optmyzr.

Next on, select which accounts you want to group up into this client. You can choose from Google Ads, Microsoft Ads, and Facebook Ads accounts. An account can be part of multiple clients.

Manage Clients

Don't forget to click on save! You can rename or delete a client at any moment by clicking on 'Manage,' as well as edit the accounts and other details associated with it.

Note: The clients created on the alert settings page will also show up here, so you can continue editing it from this page, as well as use the Optimize Budgets Across Platforms tool to analyze the daily budget of your campaigns and make any necessary changes. Likewise, the clients created in this tool will be available on the alerts settings page dropdown, so you can create alerts for budget groups and also add new budget groups.

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