What is a Portfolio?
Optmyzr for Social allows you to group accounts from social ad platforms (Facebook, Instagram, and LinkedIn) into 'Portfolios.' By creating a portfolio, you can organize related accounts based on your preferred criteria—such as brand similarity, creative styles, or reporting needs—ensuring more streamlined management and reporting.
Why Portfolios?
Optmyzr for Social uses the concept of portfolios to help streamline ad management and analysis. Here's an overview of how portfolios can help you in your social media marketing journey:
Portfolios serve as centralized hubs for managing and analyzing multiple accounts simultaneously. You can access key performance metrics, generate reports, and implement optimization strategies across all accounts within a portfolio, streamlining account management and workflows, thereby enhancing productivity.
Portfolios are designed to facilitate logical groupings of accounts based on various criteria, such as similar creatives, reporting needs, advertising objectives, or business units. By organizing accounts into portfolios, you can align your social media strategies more effectively and focus on shared goals.
You have the flexibility to define portfolios according to your specific requirements and preferences. Whether organizing accounts by campaign type, audience segment, or geographic region, portfolios can be tailored to reflect the unique structure and priorities of each of your social media initiatives.
Overall, portfolios in Optmyzr for Social offer a versatile framework for organizing, managing, and analyzing social media accounts to help you achieve your business objectives.
Manage Portfolio Accounts
To access the page where you can add or remove accounts and assign them to portfolios, head over to the All Portfolio Dashboard and click on the 'Manage Linked Accounts' button.
The Manage Linked Accounts page lets you connect manager accounts (logins) from ad platforms like Facebook, Instagram, and LinkedIn to Optmyzr for Social. Each manager account can have multiple ad accounts associated with it, and all linked accounts will be displayed when a specific login (manager account) is selected.
The list displays all accounts and pages linked to a login, regardless of whether they’re currently part of the portfolio. Accounts or pages not yet associated will have a ‘+’ button to add them, while those already associated will show a ‘-’ button to remove them.
Note: If you add an account that is already part of another portfolio, it will be removed from the previous portfolio and added to the current one. You will receive a warning confirming this change.
Set Up a New Portfolio
Creating portfolios is a quick and easy way to manage multiple accounts more effectively. From the All Portfolio Dashboard, click on the ‘Create Portfolio’ button to begin the portfolio creation process.
In the Portfolio Creation Flow, you'll first be prompted to name the new portfolio. We recommend choosing a clear, descriptive name to easily identify it later. Next, you can add new logins, associate the desired accounts and pages, and configure settings such as currency and time zone.
Once you save the configuration, the new portfolio will appear in your Optmyzr for Social profile.
Edit Portfolio Details
To edit portfolio details, go to the All Portfolio Dashboard. Click on the three-dot menu at the end of the portfolio row and select ‘Edit Portfolio Details’.
A side tray will open where you can update details for the portfolio, including its name, owner, notes, tags, monthly target budget, budget cycle date, currency, and time zone.
Remove a Portfolio
To delete a portfolio from your Optmyzr for Social profile, you must first remove all accounts associated with it. Use the Manage Linked Accounts page to remove accounts by clicking the ‘-’ button next to each account.
Once all accounts are removed, the portfolio will no longer appear on the interface.