The KPI and Budget Monitoring page allow you to create and edit KPI alerts at both, the single and portfolio (multi-account) levels.

On the page, you will see two tabs:

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.

Optmyzr Alerts let you:

Use the “Create new KPI Alert” option 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 Meta 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, product, or merchant feed. 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 see options to set your target.

You can choose to be alerted:

You can also choose to be alerted if a metric trends in the wrong direction, even within the target range.

Under the Advanced Settings section, you can choose to ignore data from recent days.

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.

The Account 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.

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.

Use the Portfolio option under the “Create new KPI Alert” option to track the performance of important metrics for an entire Portfolio, and get notified when a significant deviation is detected from the target.

When creating these alerts, you will need to select a Portfolio first.

Once you've selected a Portfolio, you can proceed with the metric selection and naming the KPI Alert.

The Enhanced Column Picker lets you add all the metrics, including all Social and custom conversion metrics. Click on the "KPI to monitor" and the metrics will be available.

After this, you'll see options to set your target.

You can choose to be alerted:

You can also choose to be alerted if a metric trends in the wrong direction, even within the target range.

Under the Advanced Settings section, you can choose to ignore data from recent days.

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.

The Portfolio Owner and team members who have starred the Portfolio will receive notifications via email and Slack if the integration is set up.

You can also manually select additional team members to notify.

You'll be able to filter alerts based on:

You can modify the settings of a particular alert by clicking the edit button in the action menu.

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.

Problem: Campaign performance is prone to sudden drops in key metrics like ROAS or conversions. Tracking this manually makes responding time-consuming and inefficient.

Solution: Create a KPI Alert at the campaign or account level to monitor critical metrics. You can choose to receive alerts when a KPI drops below a defined threshold or deviates by a certain percentage from the target.

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.