What is it?

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 their business objectives.

How are accounts grouped into Portfolios by Optmyzr?

When you connect your social logins to Optmyzr, the system automatically groups accounts with similar names into a single portfolio, across all ad platforms. However, you have full control over moving accounts between portfolios or creating new ones based on your needs.