Campaign Creation and Management
Paid Campaign Launcher
Portfolio-level tool
The Paid Campaign Launcher streamlines the process of creating and launching paid social advertising campaigns across Meta and LinkedIn. With this tool, you can quickly select accounts, customize campaign themes, and manage ad elements. (User Guide)
Organic Campaign Launcher
Portfolio-level tool
The Organic Campaign Launcher simplifies the process of creating and launching organic social media posts across Meta and LinkedIn. With this tool, you can quickly select accounts, customize post themes, and manage post elements (User Guide)
Social Campaign Manager
Portfolio-level tool
The Social Campaign Manager is designed to help you view, create, and manage configurations for your social campaigns, ad sets, and ads. (User Guide)
Data Analysis Tools
All Accounts Dashboard
Account-level tool
The All Accounts Dashboard makes it easier to monitor and manage your Social ads accounts. You can visualize performance data for all your Meta and LinkedIn Ads accounts in one place to analyze performance and find optimization opportunities. (User Guide)
All Portfolio Dashboard
Portfolio-level tool
The All Portfolio Dashboard is a one-stop solution to easily manage and monitor all your portfolios. A portfolio can contain any number of Meta and LinkedIn Ads Accounts, and the All Portfolio Dashboard helps you visualize performance data and find optimization opportunities for all of them. (User Guide)
Account Dashboard
Account-level tool (Meta Only)
The Account Dashboard provides a concise overview of the account's performance, including key metrics such as impressions, clicks, conversions, cost, and more. (User Guide)
Portfolio Dashboard
Portfolio-level tool
The Portfolio Dashboard provides quick takeaways at the portfolio, account, and campaign levels. It allows you to quickly identify optimization opportunities. You can view portfolio, account, and campaign performance segmented by devices and demographics, or analyze data by platform. (User Guide)
Shareable Dashboard
Account-level tool (Meta Only)
Optmyzr's Shareable Dashboard is a live view of the Account Dashboard that can be shared externally as a link with clients or stakeholders. Share white labeled live dashboards with custom domains to provide a personalized experience to your clients. (User Guide)
Insight Tools
Performance Comparison
Account-level tool (Meta Only)
Compare almost any combination of campaigns, Optmyzr labels, networks (publishing channels), and devices in your Meta Ads accounts using the Performance Comparison tool. Use it to isolate problem areas in the account by drilling down to the campaign level for each device and network. (User Guide)
PPC Investigator
Account-level tool (Meta Only)
The PPC Investigator tool helps you understand why metrics like clicks or conversions changed. It lets you analyze which parts of your account are affecting performance using a cause chart. The root cause analysis further identifies potential reasons at the keyword, ad group, or campaign level. Gain valuable insights into your metrics and optimize your marketing efforts effectively. (User Guide)
Magic Quadrants
Account-level tool (Meta Only)
The Magic Quadrants Insight Tool helps you visualize and analyze your account’s performance through an interactive quadrant chart. Whether you're exploring campaigns, ad sets, or ads, this tool transforms complex performance metrics into easily understandable visual patterns. (User Guide)
Ad Analyzer
Portfolio-level tool
The Ad Analyzer lets you focus on what matters most by quickly filtering ads based on performance strategies. Whether you're looking to isolate converting ads, flag expensive ones, or customize filters to match your goals, the tool helps you drill down to the insights that drive optimization decisions. (User Guide)
Monitoring and Reporting Tools
Metric Alerts
Account & portfolio-level tool
Monitor and analyze performance metrics for an account or campaign level. Receive notifications via email, Slack, or Microsoft Teams if any metric falls below the target or shows a negative trend. (User Guide)
Budget Alerts
Account & portfolio-level tool
Create budget monitoring alerts through the Alerts Settings page. You can set a Monthly Target Budget to track spending and pacing. You can also combine budgets across platforms, to receive status updates and prevent overspending. Automatically pause campaign groups when they reach their monthly budget target. (User Guide)
Reports
Account (only Meta) & portfolio-level tool
Create reports to monitor and analyze various aspects and KPIs of your campaigns and account, or compare the performance of your Social campaigns with other accounts/platforms such as Google, Microsoft, etc., using the Multi-Account reports. (User Guide)
Optimization Tools
Optimize and Reallocate Budgets
Account-level tool
Track, monitor, and change campaign budgets across your Facebook Ads. The tool helps you make sure campaigns don’t overspend and get reallocation suggestions to boost performance. (User Guide)
Rule Engine
Account (Meta only) & portfolio-level tool
Build your strategies or use our pre-built ones to optimize various aspects of your Social accounts, and automate them to run on a schedule. Currently, Rule Engine for Social supports setting up strategies for Campaigns, Ads, and Ad Sets scope that enable you to report, modify budget & spend limits, and pause/re-enable campaigns automatically. (User Guide)