Optmyzr

Geetanjali Tyagi

Rishabh Singh Jasrotia

Radhika Shenoy

How to link, set up, and overview your accounts in Optmyzr

Manage Your Accounts & Portfolios

Link your Accounts

Manage your Linked Accounts

An overview of Optmyzr’s Optimization Side Tray and how it lets you manage campaigns, keywords, ads, budgets, bidding strategies, and optimization suggestions quickly from a single interface.

Account Management Side Tray - User Guide

Troubleshooting your Connected Accounts

Using Optmyzr Labels

Manage multiple teams or clients more efficiently with additional Optmyzr accounts linked to your subscription.

Add-on Accounts in Optmyzr

Link, organize, and manage your ad accounts across platforms in Optmyzr

Link and Manage your Accounts

Settings and Users Page

Activity Dashboard: User Guide

This article helps you change your account owner, add or remove team members, and enable 2-step verification for your Optmyzr account.

Managing Users & Team Members

Configure account settings and manage users, roles, and team activity in Optmyzr

Account Settings & Users

User Guide for the new interface of the All Accounts Dashboard

All Accounts Dashboard - User Guide

All Accounts Dashboard - FAQs

All Accounts Dashboard - Troubleshooting

Calculated Metrics on the All Accounts Dashboard

How to schedule a report for all linked accounts in Optmyzr

Schedule All Accounts Dashboard CSV Report

This article explains how to prepare and edit your bulk upload file before uploading budgets & other attributes in Optmyzr.

Bulk Upload Options - Guidelines

Bulk Upload Options - About & User Guide

Amazon Ads Account Data on the All Accounts Dashboard

View, track, and manage performance across all your connected accounts from one central dashboard

All Accounts Dashboard

Account Dashboard - User Guide

Invalid Activity Protection Widget - User Guide

Frequently asked questions regarding the CHEQ Invalid Activity Protection feature.

Invalid Activity Protection Widget - FAQs

Shareable Dashboards - About & User Guide

Successfully setup Invalid Traffic monitoring and blocking

Google Tag Manager Implementation

How to Create a CNAME Record For Your Domain

How to update the domain to host Optmyzr's white-labeled dashboard

PMax Channel Distribution Widget - FAQs

Build smarter custom audiences based on competitor URLs and link them to campaigns at scale.

Create Audiences Using Competitor Website - User Guide

Amazon Account Dashboard - User Guide

Amazon Account Dashboard - Identify Ads Missing Custom Images and Fix Them To Boost Performance

Julie Porteils

Monitor account-level performance, share dashboards, and access key insights across platforms

Account Dashboard

Manage cross-platform search advertising portfolios and uncover insights to boost performance across accounts.

All Accounts Dashboard - Portfolio View

Portfolio Dashboard - User Guide

Below is a complete overview of how Optmyzr supports portfolio-level management across a wide range of tools.

Portfolio Support in Optmyzr

Anshika Srivastava

Manage, monitor, and optimize your portfolios across Optmyzr's tools

Portfolios

Read our Blog

YouTube Channel

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.