Setting up Your Alerts
Rishabh Singh Jasrotia avatar
Written by Rishabh Singh Jasrotia
Updated over a week ago

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About the Alert Settings Page

The Alert Settings allow you to create and edit alerts for single accounts and budget alerts at both, the single and portfolio (multi-account) levels. You can access this page from the Settings option () present in the Triggered Alerts Side Tray.

Read more about where to view your created alerts once they get triggered.

Creating Single Account Alerts

For single account alerts, the 'Create New Alert' dropdown allows you to choose from three different options, each one available to help you track varying aspects of your account. They are:

Monitor Your Key Performance Metrics

The Monitor KPIs option allows you to create alerts to track the performance of important metrics and get notified when a significant deviation is detected in contrast to the target.

When creating these alerts, you will need to select an account first. You'll be able to select accounts across different platforms (Google Ads, Microsoft Ads, Amazon Ads, and Facebook Ads).

After selecting the account, you'll need to specify the level you'd like to create the alert. Single Account Alerts can be created at different levels such as account, campaign(s), bid strategy, campaign type, or labels. Metrics and scopes may vary depending on the platform and level at which the alert is being created.

Once you've selected the level, you can proceed with the metric selection. After this, you'll have the option to use either the Automatic or Manual settings for the target.

If you don't have a specific target in mind, this mode automatically calculates the average of the last 8 weeks' data. Using this average, it estimates a target for the previous 4 weeks.

If you choose the manual mode, then the value you enter should be your expected target based on the last 4 weeks.

The Advanced Settings section allows you to specify the allowed deviation %, whether you'd like to ignore data from recent days (and how many days, if so.)

When setting up a metric alert at any level, you can define an offset of days for ignoring data. This offset pushes back the data by the specified number of days, which can be beneficial for accommodating conversion delays. Typically, we suggest setting an offset between 1 to 14 days to account for such delays.

KPI Alerts for Multiple Accounts and Campaigns

If you're interested in setting up the same Single Account Alert across multiple accounts, you can do so in bulk by selecting the desired accounts in the account selector menu.

This will create the same alert across all selected accounts. As these are Single Account Alerts, the system will look at performance data for each account individually, and it won't aggregate data across the accounts.

Similarly, if you create an alert for multiple campaigns (selecting 'Campaign' as the level), you will be alerted individually for each selected campaign when the conditions are met.

This implies that regardless of the level at which you create your alerts—be it 'Campaign', 'Bid Strategy', or 'Label'—you will receive alerts for each selected constituent. In cases where labels and bid strategies include a set of campaigns, we calculate the average of campaigns' KPIs within that particular label or bid strategy.

Monitor Your Monthly Budget Pacing

Using the Monitor Budget Pacing option, create alerts to track the pacing of your monthly account budget. Get notified whenever your account is under or overspending.

Select your preferred account and set the target monthly budget. Choose your budget cycle date, people to be notified and your budget pacing alert is good to be saved.

Track Your Monthly Target Budget

When creating a new alert, the 'Track Budget' option allows you to set a target budget for an account so that you get the ability to

  • be notified when the spend reaches a certain threshold of your target budget, and

  • pause campaigns automatically when the aggregate spend approaches the target budget

Select your desired account and the budgets you would like to track. The 'Friendly Name' text field allows you to set a name for the alert which will be visible to you all across Optmzyr.

The 'Track all current and future budgets' 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.

Actions that you can take

  1. You can choose to get notified when your spend reaches 50%, 75%, 90%, and 100% of the target budget

  2. 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. You can also have the system re-enable these paused campaigns at the start (1st) of the next month.

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.

Creating Multi-Account Budget Alerts

The Multi-Account Budget Alert option when creating a new alert is a feature that works in sync with our Optimize Budgets - Multi Account Portfolio 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, Facebook 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' to proceed further. You can visit the PPC Portfolio Manager to delete or alter a portfolio.

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.

After selecting the Portfolio, you'll be able to create budget alerts for the same. You can do this by:

  • Tracking all the current and future budgets of all the accounts included in the portfolio, or by

  • Grouping campaigns across the different accounts,

and assigning their target budget. You can also select to be notified once the spending passes 50%, 75%, 90%, and 100% of its target budget.

You can choose to automatically pause the campaigns/budgets and get notified when the aggregate spend of the selected budgets equates to the target budget. You can also have the system re-enable these paused campaigns at the start (1st) of the next month.

Set a Friendly Name for your alert and select additional team members to be notified optionally. Save the alert to let the system get started with monitoring.

Filtering Alerts

You'll be able to filter alerts based on platforms or specific accounts, types of alerts (metric, single-account budget, or multi-account budget), and alert level.

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.

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