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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

Anshika Srivastava

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

Read our Blog

YouTube Channel

Book a demo

Start a trial

Optmyzr Academy

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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.

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.

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Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

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General Information and Getting Started

General FAQs

Optmyzr's Tools and Supported Platforms

Optmyzr Tool Navigation

Google's Performance Max Support in Optmyzr Tools

Google Ads Metrics Glossary

Microsoft's Performance Max Support in Optmyzr Tools

Custom Conversion Support in Optmyzr

Consulting Service for Optmyzr's Tools and Features

Privacy FAQs

Optmyzr's Affiliate Program

Supported Campaigns Types in Optmyzr's Budget Tools

General Information

Connecting Your Ads Accounts in Optmyzr's Free Trial - FAQ

Features Available to Essentials Plan Users

Features Available to Premium Plan Users

Features Available to Enterprise Users

Free Trial Features and Limitations

Subscription, Overages, and Billing FAQs

Sales Tax - FAQs

Fair Usage Policy

Optmyzr Setup Service

Optmyzr's Free Grants Account Offering

Optmyzr Platform Migration Service

Subscription & Payment

Tools Available for Microsoft Ads Accounts

Create a new Microsoft Ad account in Optmyzr

Linking a Microsoft Advertising login to Optmyzr - Troubleshooting

How to claim your New Microsoft Advertising Account coupon on Optmyzr

Getting Started - Microsoft Ads

Tools Available for Amazon Ads Accounts

Amazon Ads Glossary of Metrics & Terms

Amazon Ads: FAQs & Troubleshooting

Getting Started - Amazon Ads

List of Tools Available for Meta and LinkedIn Ads

Optmyzr for Meta & LinkedIn Ads - FAQs

Getting Started - Meta and LinkedIn Ads

Optmyzr Sidekick - About & User Guide

Optmyzr Sidekick (AI) - FAQs

Optmyzr Sidekick MCP - User Guide

Optmyzr MCP - FAQs & Troubleshooting

Optmyzr MCP Integration - Data Privacy & Security

Machine Learning & Artificial Intelligence in Optmyzr's Tools

Web Page Audience Fit Analyzer - User Guide

Pre-Built Prompts for Optmyzr Sidekick MCP

AI Features in Optmyzr

What's New in Optmyzr?

What’s New in Optmyzr? (October 2026)

What’s New in Optmyzr? (September 2026)

What's New in Optmyzr? (August 2026)

What's New in Optmyzr? (July 2026)

What's New in Optmyzr? (June 2026)

What's New in Optmyzr? (May 2026)

What’s New in Optmyzr? (April 2026)

What’s New in Optmyzr? (March 2026)

What’s New in Optmyzr? (February 2026)

2026 Updates

What's New in Optmyzr? (December 2025)

What's New in Optmyzr? (November 2025)

What's New in Optmyzr? (October 2025)

What's New in Optmyzr? (September 2025)

What's New in Optmyzr? (August 2025)

What's New in Optmyzr? (July 2025)

What's New in Optmyzr? (June 2025)

Optmyzr AI Updates (May 2025)

What’s New in Optmyzr? (May 2025)

What's New in Optmyzr? (March 2025)

What’s New in Optmyzr? (April 2025)

What's New in Optmyzr? (February 2025)

2025 Updates

Manage Your Accounts & Portfolios

Link your Accounts

Manage your Linked Accounts

Account Management Side Tray - User Guide

Troubleshooting your Connected Accounts

Using Optmyzr Labels

Add-on Accounts in Optmyzr

Link and Manage your Accounts

Settings and Users Page

Activity Dashboard: User Guide

Managing Users & Team Members

Access Levels in Optmyzr (Enterprise Only)

Timezone in Optmyzr's Tools

Account Settings & Users

All Accounts Dashboard - User Guide

All Accounts Dashboard