About the Alert Settings Page
The Alert Settings allow you to create and edit either metric or budget pacing alerts for your portfolios, accounts, and campaigns. You can access this page from the Insights menu or using the Settings option (
) present in the Active Alerts side tray.
Read more about where to view your created alerts once they get triggered.
Creating Alerts
On the Alert Settings page, you can:
Create new KPI alerts
Create new budget pacing alerts
Monitor Your Key Performance Metrics
The Single Metric Alert option allows you to create alerts 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, start by selecting one or more portfolios.
After selecting the portfolio(s), you'll need to specify the level you'd like to create the alert.
Metric alerts can be created at portfolio, account, and campaign level. The available metrics and scopes may vary depending on the platform and level at which the alert is being created.
If you select account or campaign level, a new dropdown menu will appear so you can select the specific entities you want to monitor.
Once you've selected the level, you can proceed with the metric selection. The menu will show the most popular metrics by default. Click on 'Choose Metric' to select different KPIs.
The Advanced Settings section allows you to specify the allowed deviation %, whether you'd like to ignore data from recent days (and how many days, if so.)
When setting up a metric alert at any level, you can define an offset of days of data to be ignored. 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.
After this, you'll have the option to use either the Automatic or Manual settings for the target.
If you don't have a specific target in mind, Automatic mode will calculate the average of the last 8 weeks' data. Using this average, the system will estimate a target for the previous 4 weeks.
If you choose the manual mode, then the value you enter should be your expected target based on the last 4 weeks.
Metric Alerts for Multiple Portfolios, Accounts and Campaigns
If you're interested in setting up the same Single Metric Alert across multiple portfolios, you can do so in bulk by selecting the desired portfolios in the portfolio selector menu.
This will create the same alert across all the selected portfolios. As these are Single Metric Alerts, the system will look at performance data for each portfolio individually, and it won't aggregate data across the portfolios. For portfolio level alerts, the system calculates the average of the KPI across all accounts to establish the target.
Similarly, if you create an alert for multiple accounts and campaigns (selecting 'Account' or 'Campaign' as the level), you will be alerted individually for each selected entity (account or campaign) when the conditions are met.
This implies that regardless of the level at which you create your alerts—be it 'Campaign' or 'Account'—you will receive alerts for each selected entity.
Monitor Your Monthly Budget Pacing
Using the 'Monitor & Control Budgets' option, you can create alerts to track the pacing of your monthly budget. Get notified whenever your portfolio is under or overspending.
Select your preferred portfolio and set the target monthly budget. Choose your budget cycle date, people to be notified and your budget pacing alert is good to be saved.
Filtering Alerts
You'll be able to filter alerts by portfolios or specific accounts, by level, and type of alert (budget pacing or metric).
Editing Alerts
You can modify the settings of a particular alert by clicking the edit button in the Actions column.
Deleting Alerts
You can remove alerts through the delete button in the Actions column. You can also select multiple alerts at once to delete them in bulk.
