Setting up your Alerts
Maria Salazar avatar
Written by Maria Salazar
Updated over a week ago

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Creating New Alerts

Here you'll be able to create metrics alerts for single accounts and budget alerts at both the single and multi-account levels.

Single Account Alerts

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 at which you'll 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 may vary depending on the platform and level at which the account is being created.

Once you've selected the level, you can proceed with the metric selection. After this, you'll be able to enter your target value, the allowed deviation %, whether you'd like to ignore data from recent days (and how many days, if so), and select which team member(s) should be notified.

When creating a metric alert, you'll have the option to use Automatic or Manual settings for the target. If you don’t have an exact target in mind, the automatic mode uses the last 8 weeks’ data as the target. If you choose the manual mode, then the value should be your expected target based on the last 4 weeks.

You can also create alerts to monitor budgets. Once you've selected "Monthly Budget" as the metric to monitor, you'll be able to specify your target monthly budget and the cycle date.

Creating Single Account Alerts in Bulk

If you're interested in setting up the same Single Account Alerts across multiple accounts, you can create them in bulk by selecting the different accounts in the account selector menu.

You can then proceed to specify the level and metric to monitor. The available levels and metrics may vary based on the selected accounts (the tool will only show what's commonly supported across the selected platforms).

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.

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, and Facebook 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.

After selecting the Portfolio, you'll be able to create different budget groups. You can do this by grouping campaigns across the different accounts, assigning their target budget, and setting a name for the budget group. You can also select to be notified once the budget group's spending passes 50%, 75%, and 90% of its target budget.

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.

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