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The Optimization Side Tray is a compact option to oversee, edit, and optimize multiple aspects of your account down to the keyword level. It can be used to quickly change account settings or even apply Optmyzr Express Suggestions.

There are various ways to access the side tray spread throughout Optmyzr. They are listed below:

To access the Side Tray on the All Accounts Dashboard, click the 'Edit Account Details' option under the three-dot menu at the end of each row (account). Alternatively, you can also click on the 'Suggestions' column for any of your accounts.

The 'Settings' button on the Account Dashboard for any account will open the Side Tray on the Account Settings Tab.

You can access the Campaigns tab (only Google Ads) of the Side Tray from various locations throughout Optmyzr such as Rule Engine Suggestions or PPC Account Audits.

Any Rule Engine Strategy that displays a campaign or an Ad group name in the suggestions generated will have the aforementioned name as a clickable button that will open the Side Tray allowing you to review or even edit that campaign/ad group quickly.

Similarly for an Account Audit, a few components have clickable Campaigns and Ad Group names.

The Side Tray allows you to view a condensed and detailed overview of a particular account. The account overview tab lists multiple widgets that provide you with key information and optimization opportunities for any Google Ads account.

Here is the list of all the widgets available for the Account Overview tab-

You can edit information for a particular account directly from the Side Tray using the Account Settings tab. The following information can be set up when changing the account settings:

The Monthly Budget needs to be added manually and will work based on the Cycle Date defined.

The dashboard lets you monitor monthly budgets from the beginning to the end of the month. For some accounts, you may follow a different monthly cycle that doesn't start on the 1st. To specify custom monthly cycles you can use the cycle date field.
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For example, if the month for an account starts and ends on the 15th, the cycle date will be 15.

The Cycle Date can take any value from 1 to 30. By default, it is set to 1.

This will allow you to include specific custom conversions from the Google Ads account, and GA4, as well as integrate data from your SA360 such as actions, action groups, and saved columns. Once custom conversion columns are enabled, the selected conversions will become available across Optmyzr tools.

Under ‘Google Custom Conversions’ you’ll find a dropdown including a list of custom conversions set up in the account. You can check the box of the different conversions you’d like to be reported on. You can select up to 5 custom conversions.

The Campaigns tab lists all the campaigns currently active in your Google Ads accounts along with their respective KPIs such as clicks, impressions, cost, etc.

For a more detailed view and editing options for a specific campaign, you can click on the campaign name. This will allow you to navigate further down the hierarchy to edit the properties of the campaign itself and view its Ad Groups, Search Terms, Ads, Keywords, and more.

Edit the name, status, networks, budget, bidding strategy, and Labels using the Campaigns Settings menu.

Similarly to the Campaigns Tab, the Ad Groups section lists all the Ad Groups in your campaign along with the type, clicks, cost, and conversions. Clicking on an ad group will show you these options:

The Assets Tab lists all the different assets that are available to the campaign along with the number of assets used in the campaign, clicks, cost, and conversions. Click on a specific asset to view more information about it.

The Express Suggestions Tab will show you a list of the different express optimization opportunities for the account. You can click on the optimization type to see the list of suggestions, this will give you more details on why the suggestion is being generated and allow you to adjust the suggestion and select the ones you'd like to apply.

If you don't want to see certain suggestion types, you can choose to snooze them for a defined period of time (1 day, 1 week, 1 month, 1 year). Removing these suggestions will reduce the count of 'Suggestions' displayed in that specific account's column on the All Accounts Dashboard.

This snoozing option will only affect what you see; it won't apply to the rest of your team. A message will be displayed to remind you that you snoozed some tasks, such as "Suggestions for some optimizations are hidden because they were snoozed."