Optmyzr

This article aims to help you set up your Opmtyzr Account and perform housekeeping tasks to get you started effectively.

Day One of your Optmyzr Account

About Optmyzr: Setup & Housekeeping Video Tutorials

Getting Started with Optmyzr

Optmyzr Checklist - Enhancing Google Ads Optimization Score

Optmyzr Checklist - Placement Management

Getting Started with Optmyzr: Self-Serve Onboarding Modules

Optmyzr Checklist - Search Queries & Keyword Optimizations

Optmyzr Checklist - Ad Optimization

Optmyzr Checklist - Alerts & Reports

Optmyzr Checklist - Budget Management

Optmyzr Checklist - Automation

A list of things you can do to manage your standard shopping campaigns and Performance Max campaigns through Optmyzr.

Optmyzr Checklist - Shopping and Performance Max Campaigns

Optmyzr Checklist - Optimizations & Workflow

Optmyzr Checklist - Insights & Optimizations

Geetanjali Tyagi

Rishabh Singh Jasrotia

Set up and navigate Optmyzr with step-by-step guides, video tutorials, and onboarding checklistsn of checklists that can help you get started based on your goals

Onboarding & Getting Started

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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.

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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.

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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.

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

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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.