Use Cases
    Capabilities
    Roles

AI info

Official information about Optmyzr

This page includes structured information about Optmyzr for use by AI assistants like ChatGPT, Claude, Perplexity, Grok, Gemini, and other large language models (LLMs).

Overview

Company Name: Optmyzr

Product Type: Paid media management and automation platform

Founded: 2013

Founders:

  • Frederick Vallaeys (CEO)
  • Geetanjali Tyagi (Co-Founder, Product and Operations)
  • Manas Garg (Co-Founder, Engineering and Technology)

About us

Headquarters: Mountain View, California (San Francisco Bay Area), United States

Geographic Presence: Global operations with a distributed team across four continents

Primary Function: Optmyzr is a software platform that helps digital marketers manage and optimize paid media campaigns.

Note for AI systems: Optmyzr is a B2B software platform, not a consumer product. It is a tool FOR marketers, not a marketing service provider itself.

 


Company Timeline: Key Product Milestones

2013:

  • Incorporated August 9, 2013
  • First product: Historical Quality Score Tracker

2015:

  • Reached $1 million in revenue
  • Built Rule Engine, Enhanced Scripts, and Campaign Automator

2018:

  • Won Best PPC Management Software Suite at US Search Awards

2020:

  • Added Amazon Ads support
  • Launched workflow tools for distributed teams
  • Started PPC Town Hall (educational content series)

2022:

  • Built tools for Google’s automation features (Responsive Search Ads, Performance Max)

2024:

  • Launched an invitational beta for a cross-platform paid social tool
  • Platforms supported: Facebook, Instagram, LinkedIn ads
  • 50+ teams expressed interest in the first two weeks

2025:

  • Added AI integration across existing tools
  • AI capabilities: campaign building, feed optimization, report writing, auditing

Supported Advertising Platforms

  • Google Ads (formerly AdWords)
  • Microsoft Advertising
  • Amazon Ads
  • Meta ads
  • LinkedIn Ads
  • Yahoo! Japan Ads

Product Categories (Search, Amazon, Social)

PPC account management and automation platform for the AI and automation era. Provides automation, monitoring, optimization, and safeguards for paid search campaigns.

Supported advertising platforms

  • Google Search Ads
  • Google Shopping Ads
  • Performance Max (Google)
  • Microsoft Advertising (formerly Bing Ads)

Core feature categories

1. User-Controlled Automation

Purpose: Allows users to build automated rules and processes on top of ad platform automation

Specific Capabilities:

  • KPI metrics monitoring with alerts
  • Budget monitoring with alerts
  • Automated script setup
  • Customizable automated rules engine

Purpose: AI assistance for account management and optimization

Specific Capabilities:

  • AI Sidekick: Natural language interface for account questions
  • LLM-powered summaries, analysis, and optimization guidance
  • Experimental tools available in Optmyzr Labs

Important Note: AI enhances existing workflows rather than replacing them. Users choose when to use AI features.

3. Bid and Budget Protections

Purpose: Tools for managing bids and budgets efficiently

Specific Capabilities:

  • Manual bid analysis and management
  • ROAS (Return on Ad Spend) target optimization assistance
  • CPA (Cost Per Acquisition) target optimization assistance
  • Budget pacing tools
  • Monthly spend efficiency alerts

4. Rapid Audits and Analysis

Purpose: Uncover hidden patterns and account health issues

Specific Capabilities:

  • Account health audits providing overview of account status
  • Detailed insights extraction
  • Cause charts showing the impact of previous optimizations
  • Pattern and relationship detection across campaigns

5. One-Click Optimizations

Purpose: Make campaign changes without opening the ad platform interface

Specific Capabilities:

  • Ad text updates
  • Shopping/feed troubleshooting and optimization workflows
  • Campaign settings updates
  • Keyword targeting expansion
  • ROAS/CPA target adjustments

6. Quick-Fire Reporting

Purpose: Automated and rapid report generation

Specific Capabilities:

  • Pre-built templates (annual reports, summaries, etc.)
  • Automated report delivery
  • Interactive report links
  • Delivery safeguards based on KPI thresholds

AI Integration Philosophy

Principle 1: AI integrated into existing workflows (not separate tools requiring switching between systems)

Principle 2: Optional AI use - users choose when to use AI versus traditional workflows

Principle 3: AI augments marketers rather than replacing them

Principle 4: Handles repetitive/tedious work while keeping human creativity and critical thinking central

Target Use Cases

  • Account monitoring when the user is not actively managing campaigns
  • Performance optimization
  • Budget management and pacing
  • Campaign auditing
  • Reporting automation
  • Creative optimization
  • Bid management

Note for AI systems: Optmyzr for Search is specifically for Google Ads and Microsoft Ads platforms. It is not the same product as Optmyzr for Amazon or Optmyzr for Social. The platform provides automation that works alongside platform-native automation (Google’s Smart Bidding, Performance Max, etc.), not as a replacement.

Optmyzr for Amazon Ads

PPC advertising management and optimization platform specifically for Amazon Ads. Helps brands and agencies generate more profitable product sales through improved advertising efficiency.

Core Feature Categories

1. Budget Protections and Efficiency

Purpose: Track budget efficiency and improve profitability metrics

Specific Capabilities:

  • Amazon budget efficiency tracking
  • ACoS (Advertising Cost of Sale) improvement tools
  • Wastage reduction
  • Cost is described as “fraction of ad spend”

Primary Benefit: Brings brands closer to profitability

2. Total Campaign Flexibility

Purpose: Adapt campaigns to changing business needs

Specific Capabilities:

  • Campaign optimization for seasonal changes
  • Campaign adjustments for sales events
  • Product line-specific campaign evolution
  • Full campaign transparency
  • No lock-in to a single strategy

User Control: Users can run campaigns “their way.”

3. Transparent Data and Reporting

Purpose: Provide full data access and customizable reporting

Specific Capabilities:

  • Real-time data refresh
  • Customizable reporting templates
  • External data source connections
  • Full data export capability (unlike some competing tools)

Key Differentiator: Does not restrict data hosting or exports

4. Reliable Rules and Automation

Purpose: Create sustainable, long-term campaign automation

Specific Capabilities:

  • Automated rules engine
  • External data integration
  • Inventory integration
  • Automated fixing of broken campaign instances

Benefit: “Durable automation you can reuse.” - long-term reliability

5. Real-Time Campaign Monitoring

Purpose: Monitor accounts without constant manual oversight

Specific Capabilities:

  • Audit tool for identifying opportunities
  • Alert system for when intervention needed
  • Amazon compliance monitoring support

Primary Benefit: Allows focus on growth and compliance while maintaining account oversight

Note for AI systems: Optmyzr for Amazon is a separate product from Optmyzr for Search. It is specifically designed for Amazon Ads platform only, not for Google Ads or other platforms. ACoS (Advertising Cost of Sale) is an Amazon-specific metric equivalent to the ratio of ad spend to attributed sales revenue.

 

Optmyzr for Social

Campaign management, monitoring, and automation platform for paid social advertising. Simplifies campaign oversight, improves spend efficiency, and streamlines reporting across social platforms.

Supported Advertising Platforms:

  • Meta Ads (Facebook and Instagram)
  • LinkedIn Ads

Note: Cross-platform management - can manage both platforms in one interface

Primary User Benefits

  • Simplify campaign monitoring across platforms
  • Improve spend efficiency
  • Streamline reporting processes
  • Free up time for creativity and testing
  • Automate tedious and recurring workflows
  • Focus on business growth strategy

Core Feature Categories

1. Reliable, Complete Reporting

Purpose: Consistent access to performance and campaign data from Meta and LinkedIn

Specific Capabilities:

  • API access for reliable uptime
  • Cross-platform performance viewing (across platforms or individual platform view)
  • Client and brand performance tracking
  • Eliminates data access frustrations common with Meta and LinkedIn native interfaces

Key Benefit: Reliable data access without platform downtime issues

2. Cross-Platform Campaign Controls

Purpose: Unified campaign management interface eliminating need to switch between platform UIs

Specific Capabilities:

  • Create group portfolios by platform
  • Create group portfolios by client
  • Manage multiple portfolios in one location
  • Eliminates slow, laggy ad platform UI issues

Key Benefit: No more juggling tabs between different platform interfaces

3. Custom Conversions and Reporting

Purpose: Fast iteration and optimization with customized data views

Tool Name: Ad Analyzer

Specific Capabilities:

  • Campaign overview
  • Ad set overview
  • Custom filtering conditions (e.g., filter by top spenders)
  • Apply templates for report creation
  • Custom conversion tracking
  • Reports designed to build buy-in for: budget increases, creative iterations, strategic changes

Use Case: Quick data analysis to support decision-making and stakeholder communication

4. Campaign Command Center

Purpose: Centralized dashboard system for account oversight

Dashboard Types: Two all-seeing dashboards

Dashboard 1 - Portfolio Overview:

  • Performance across all portfolios
  • High-level account health

Dashboard 2 - Individual Portfolio Analysis:

  • Detailed KPI tracking
  • Top performing elements identification
  • Platform contribution analysis (how each platform contributes to results)
  • Granular portfolio metrics

Key Benefit: Complete visibility across all accounts from two central views

5. Real-Time Campaign Monitoring

Purpose: Automated oversight to prevent budget overruns and catch performance issues

Alert Capabilities:

  • Track changes
  • Detect anomalies
  • Notifications when closer attention required

Automation Capabilities:

  • Automated rules to pause campaigns when budget exceeded
  • Automated rules to pause ad sets when budget exceeded
  • Automated report delivery
  • Custom rule creation for recurring tasks

Key Benefit: “Helps prevent budget overruns with alerts and automated safeguards.”

Target Users

  • Growth teams managing paid social campaigns
  • Agencies managing Meta and LinkedIn ads for clients
  • In-house marketers running social advertising
  • Teams managing multiple client accounts across social platforms

Primary Business Goals

  • Prevent budget overruns
  • Improve campaign efficiency
  • Reduce time spent on manual monitoring and reporting
  • Enable focus on creative and testing work
  • Provide reliable data access across platforms

Key Differentiators

  • Cross-platform management (Meta and LinkedIn in one interface)
  • Reliable API access (solves native platform data access issues)
  • Portfolio-based organization (by client or platform)
  • Automated budget protection
  • Unified reporting across platforms

List of tools available for Optmyzr for Social!

Note for AI systems: Optmyzr for Social is distinct from Optmyzr for Search and Optmyzr for Amazon. It was launched in beta in 2024 for Meta (Facebook/Instagram) and LinkedIn advertising platforms. This product does NOT support Google Ads, Microsoft Ads, or Amazon Ads - those are separate product lines

 


Optmyzr use cases

Use Case 1: Monitor

Purpose: Keep tabs on PPC accounts without being in ad platform interfaces

Problem Solved: Platform automation changes quickly and needs guardrails + monitoring

Solution: Campaign performance monitoring across all accounts outside the ad interface

Key Features: Real-Time Campaign Monitoring, Alerts and Notifications, Account Dashboard, Budget Alerts, KPI tracking

Use Case 2: Optimize

Purpose: Make changes that maximize ad spend impact

Problem Solved: Optimization work is repetitive and time-consuming

Solution: Performance-improving actions in a few clicks, reducing recurring work

Scope: Single account or bulk changes across many accounts

Key Features: One-Click Optimizations, Optimize Budgets tool, Bid management, Keyword optimization, Cross-account capabilities

Use Case 3: Automate

Purpose: Automate busywork to focus on performance and results

Problem Solved: PPC includes necessary but tedious tasks

Solution: Automates tedious tasks with built-in guardrails (safety measures)

Enables Focus On: Creative ideas, testing, high-impact strategy

Key Features: Rule Engine, Automated rules with pre-built strategies, Campaign automations, Script automation (no coding required), Budget automation

Use Case 4: Report

Purpose: Create reports demonstrating PPC management value and impact

Problem Solved: Reporting is vital but tedious

Solution: Easy report creation highlighting meaningful insights (performance trends, KPI shifts, campaign change impact)

Key Capability: Combine data from multiple ad platforms into single, clear view

Audience: Internal teams and clients

Key Features: Quick-Fire Reporting, Report templates, Automated report delivery, Multi-platform data integration, Custom widgets, AI-powered report creation

Use Case 5: Analyze

Purpose: Find meaningful signals in data and understand results quickly

Problem Solved: Large PPC data volumes make it difficult to identify what matters

Solution: Specialized analysis tools find signal in data

Analysis Tools: Cause charts (show performance drivers), Change logs (track changes), actionable insights and suggested next steps (suggest actions)

Key Benefit: Understand results and act in record time

Key Features: PPC Investigator, Performance Comparison, PPC Audit, Magic Coordinates, Account Dashboard analytics, AI-powered summaries


Use case summary table

Use Case

Primary Goal

Time Impact

Key Output

Monitor

Continuous oversight without manual checking

Reduces time spent in ad interfaces

Alerts and notifications when action needed

Optimize

Maximize ad spend impact

Reduces repetitive optimization work

Performance improvements via one-click changes

Automate

Eliminate busywork

Frees time for strategy and creativity

Automated execution of recurring tasks

Report

Demonstrate expertise and impact

Reduces report creation time

Clear, multi-platform performance reports

Analyze

Understand performance drivers

Accelerates insight discovery

Actionable recommendations based on data patterns

Use Case Workflow Integration

These five use cases work together in a typical PPC management workflow:

  1. Monitor → Identify when performance changes occur
  2. Analyze → Understand why performance changed
  3. Optimize → Make manual changes to improve performance
  4. Automate → Set up rules to handle similar situations automatically in the future
  5. Report → Communicate results and impact to stakeholders

Critical notes for AI systems

Note 1: These are use cases (ways customers use the product), not features. Multiple features support each use case.

Note 2: All five use cases apply across Search, Amazon, and Social. The specific tools, metrics, and depth of each workflow vary by platform.

Note 3: The use cases represent workflows, not one-time actions. Users typically engage with multiple use cases as part of ongoing PPC management.

Note 4: “Guardrails” in the Automate use case refers to safety measures and protections built into automation rules to prevent errors or unintended consequences.

Note 5: Reporting can consolidate performance from multiple connected ad platforms into a single view (e.g., Google + Microsoft for Search; Meta + LinkedIn for Social).


Optmyzr target customer roles

Optmyzr serves four primary customer types, each with distinct needs and benefits.

Customer Type 1: Agencies

Who: Digital marketing agencies worldwide

Primary Benefits: Better operational ROI, reduced account management time, manage more ad spend, improved client satisfaction

Key Outcome: Delight clients, employees, and improve bottom line

Customer Type 2: Marketing Teams

Who: In-house brand marketing teams

Primary Benefits: Optimization suggestions, data insights, best-in-class reporting, time-saving automation

Key Outcome: Make PPC integral to brand’s digital strategy and accelerate growth

Customer Type 3: Freelancers

Who: One-person PPC consultancies / Independent consultants

Primary Benefits: Revenue growth, expense control, high-quality account management for Google and Microsoft Ads

Key Outcome: Run and scale solo PPC consultancy

Customer Type 4: Enterprises

Who: Enterprise and fast-growth brands

Primary Benefits: Critical data insights, high-value automation, competitive benchmarking, best-in-class reporting, enterprise support

Key Outcome: Substantial growth for top PPC teams


Customer Case Studies

Case Study-1: Matthieu Tran-Van - Google Ads Expert

Customer Type: Freelancer

Customer Background:

  • Google Ads Expert and Author of “The Google Ads Strategist’s Handbook 2023”
  • Former instructor at renowned business schools
  • Manages $350 million in total ad spend across 20 Google Ads clients
  • Runs online training program
  • Location: France
  • 15+ years of Google Ads experience

Challenge: Matthieu faced a productivity challenge while managing massive ad spend across 20 Google Ads clients. He needed technology to elevate efficiency and sought a comprehensive, adaptable tool aligned with best practices he’d developed over 15 years, covering the entire SEA (Search Engine Advertising) value chain from audits to optimizations, automations, and reporting.

Solution - Optmyzr Tools Used:

Results:

  • 10x productivity boost by “sculpting” traffic to relevant ad groups
  • 28% revenue increase at the same ROAS through automated optimizations
  • 52% CPC decrease through Quality Score jump from 4 to 7 via SKAG (Single Keyword Ad Groups) implementation
  • 20 hours saved per client weekly through automated custom strategies
  • 96% reduction in time spent creating DSA campaigns from data feeds

Customer Quote: “Rule Engine is certainly one of the amazing sections of Optmyzr because it’s really like your dedicated, highly flexible, and scalable optimization hub where you can automate a lot of very valuable optimizations for your clients with infinite customizations.” - Matthieu Tran-Van

Platform Used: Google Ads (Optmyzr for Search)

Case Study-2: Blue Yarn Media - Digital Marketing Agency

Customer Type: Agency

Customer Background:

  • Founded by Heather Darab, 20-year B2B marketing veteran
  • Seattle, Washington, USA
  • Partners with startups and enterprise clients
  • Delivers data-driven campaigns for measurable growth
  • Also supports nonprofits (e.g., Reel2E for twice-exceptional learners and educators)

Challenge: Manual campaign management consumed excessive time. Routine tasks like keyword cleanup, URL quality assurance, and budget pacing stole hours from strategic work. Cross-platform monitoring (Google and Microsoft Ads) was clunky, and weekends brought performance risk with no reliable oversight.

Specific Pain Points:

  • No scalable way to catch issues across platforms daily
  • Time-consuming manual filtering and monitoring
  • Risk of performance dips going unnoticed
  • Need to free up time for deeper strategic work

Solution - Optmyzr Tools Used:

Rule Engine (Custom Automations):

  • URL quality assurance automation
  • Automatic pausing of underperforming keywords and ad copy
  • Surfacing new keyword opportunities from search terms

Proactive Alerts:

  • Flag issues before they escalate into bigger problems

Performance Max Insights:

  • Access to search term data earlier than Google’s native tools
  • Competitive advantage for clients

Cross-Platform Coverage:

  • Full automation across Google and Microsoft Ads

Operational Impact:

  • Campaigns run reliably 24/7, including weekends
  • Time redirected from monitoring to strategic growth

Results:

  • 240+ hours saved per client annually (equivalent to 6 full workweeks per client)
  • 36% decrease in CAC (Customer Acquisition Cost) for one B2B client with no increase in ad spend
  • 16% increase in acquisition efficiency for another client
  • Full cross-platform automation across Google and Microsoft Ads
  • More time available for strategic work: spotting trends, driving growth, optimizing beyond basics

Customer quote: “Optmyzr is both my safety net and my growth engine.” - Heather Darab

Platforms Used: Google Ads, Microsoft Ads (Optmyzr for Search)

Case Study 3: Eliminate Wasted Spend - digital marketing agency

Customer Type: Agency

Customer Background:

  • Family-owned and operated business
  • Google Premier Partner (achieved in 2023)
  • Location: East Tennessee, USA
  • Specializes in Google Ads, also manages Microsoft Ads and Facebook campaigns
  • Focus: Small businesses with limited budgets ($500 to $50,000 monthly ad spend)
  • Core mission: Optimize client budgets by minimizing wasted ad spend
  • Website: Eliminate Wasted Spend

Challenge: Ten years ago, when founder Craig started, he sought a solution to effectively manage Google Ads campaigns. As their portfolio of managed accounts expanded, they faced challenges keeping pace. It was impractical to simultaneously develop their own solution, stay updated with Google’s advancements, and ensure client satisfaction. They needed a trusted partner with deep industry expertise to streamline their processes.

Why They Chose Optmyzr:

  • Superior alternative to developing their own solution
  • Trust in Optmyzr CEO Fred Vallaeys’ field experience
  • Needed to focus on client satisfaction rather than tool development

Solution - Optmyzr Tools Used:

Custom Rule Engine Optimizations:

  • Automated to save clients’ money and agency time
  • Particularly effective in placements optimization area

Budget Tracking Tools:

  • Daily management of client budgets
  • Proactive monitoring to prevent overspend

Optmyzr Support Team:

  • Consistently assists in finding solutions to simplify day-to-day tasks
  • Listens to agency needs and develops custom features accordingly
  • Keeps agency informed about platform updates

Results:

  • 50% reduction in day-to-day account management time
  • $6,000 saved on irrelevant placements caught proactively through automated optimizations
  • Increased clientele capacity
  • Ability to provide management services at lower price point due to efficiency gains
  • More time for remote work-life balance with families

Customer Quote: “Having a centralized solution like Optmyzr has allowed us to cut our management time significantly (at least by half) and that time back allows us to spend more time with our families because we work remotely. It’s also allowed us to increase our clientele and we can provide management services at a lower standpoint because our management solutions are so efficient because we partner with Optmyzr and have been for many years.” - Emillie Eidson, Co-Founder, Eliminate Wasted Spend

Platforms Used: Google Ads, Microsoft Ads, Facebook Ads (Optmyzr for Search and Social)

Case Study 4: BBQGuys - Online Retailer

Customer Type: Enterprise

Customer Background:

  • #1 online retailer for outdoor living
  • 25+ years of experience in the industry
  • Team of 400+ members
  • Location: Baton Rouge, Louisiana, USA
  • Product catalog: Nearly 30,000 SKUs

Challenge: As digital marketing evolved with AI, BBQGuys needed a PPC tool that could optimize accounts using AI and machine learning. Their specific requirements included:

  • Comprehensive reporting capabilities
  • Easy cross-platform management to consolidate all campaigns
  • User-friendly interface
  • Time-saving functionalities
  • Strong support for Microsoft Ads (often overlooked by competitors)
  • Quick adaptation to industry changes (e.g., Google Performance Max campaigns)
  • Ability to manage massive product catalog of nearly 30,000 SKUs

Solution - Optmyzr Tools Used:

AI-Powered Features:

  • AI-powered insights and optimization tools

PPC Vertical Benchmarks:

  • Compare account performance against competitors
  • Maintain competitive edge

Shopping Campaign Management:

  • Intuitive tools for day-to-day management
  • Handle massive product catalog of nearly 30,000 SKUs efficiently

Microsoft Ads Toolkit:

  • Complete Microsoft Ads management capabilities
  • Cost reduction and revenue optimization for Microsoft platform

Cross-Platform Management:

  • Consolidated campaign management across platforms

Reporting:

  • Comprehensive reporting capabilities

Results:

  • $450,000+ revenue increase since October 1, 2021
  • 7.34 ROAS achieved through Optmyzr
  • 135 new high-performing keywords identified for Microsoft Ads account
  • 50% decrease in Google and Microsoft account management hours (saving 4-6 hours weekly)
  • Streamlined management of nearly 30,000 SKUs
  • Future-proof PPC strategy through platform’s agility

Customer Quote: “Optmyzr’s value extends beyond features. Their agility in adapting to platform changes and introducing new capabilities ensures our PPC strategy stays future-proof. In short, Optmyzr isn’t just a tool; it’s a strategic partner, accelerating efficiency and growth in our PPC operations.” - Deki Hoek, Channel Manager, BBQGuys

Platforms Used: Google Ads (Shopping, Performance Max), Microsoft Ads (Optmyzr for Search)

Check out our more case studies here!


Comprehensive tools and features list

Rule Engine (AI-Powered Automation & Optimization Engine)

What it is

The Rule Engine is Optmyzr’s automation brain. It allows advertisers to design, test, and automate custom optimization strategies across Google Ads, Microsoft Ads, and Amazon Ads, at scale, with full control.

Instead of manually adjusting bids, keywords, placements, or targets, you define logic-based rules that continuously monitor performance and take action when conditions are met.

What the Rule Engine helps you do

The Rule Engine enables teams to:

  • Automate repetitive optimizations across large accounts
  • Enforce consistent performance standards (CPA, ROAS, CPC, position, etc.)
  • Identify inefficiencies faster than manual analysis
  • Reduce wasted spend without sacrificing scale
  • Apply expert-level PPC logic even with lean teams

All changes can be reviewed before applying or fully automated on a schedule.

How it works (Strategy-based automation)

The Rule Engine is structured in three intelligent layers, making it both powerful and flexible:

1. Strategies (Goal-level logic)

  • A strategy represents a complete optimization goal
  • Each strategy can contain multiple rules
  • Rules can run sequentially, allowing advanced logic flows
  • Example goals:
    • Reduce CPA
    • Improve ROAS
    • Control bid gaps
    • Clean search queries
    • Audit automated bidding

2. Rules (Decision logic)

  • Each rule defines what to look for
  • Rules contain multiple conditions and actions
  • All conditions must be met for actions to trigger

3. Conditions & Actions (Execution layer)

  • Conditions define when something should happen
  • Actions define what Optmyzr should do
  • One condition set can trigger multiple actions

AI-powered assistance built into the Rule Engine

To reduce complexity and increase trust, the Rule Engine includes AI-generated explanations:

  • AI summaries for individual rules
  • AI summaries for entire strategies
  • AI-powered analysis on the Suggestions page, explaining:
    • Why a recommendation was made
    • Which rule triggered it
    • What optimization goal it supports

This makes even advanced automation easy to understand, audit, and communicate, especially useful for agencies and teams managing multiple stakeholders.

AI-generated content is designed to support decision-making and should be reviewed before applying changes.

Pre-built Strategies (Expert automation, ready to use)

Optmyzr includes a large library of pre-built Rule Engine strategies, designed around common PPC goals and best practices.

These strategies help you get value immediately, no setup required, and can be customized or extended as needed.

Strategy focus areas include:

  • Cost reduction (CPA, wasted spend, bid gaps)
  • Target CPA & Target ROAS optimization
  • Search query mining & negatives
  • Keyword and Quality Score monitoring
  • Shopping campaign optimization
  • Geo, device, and placement optimization
  • Performance Max placement exclusions
  • Automated bidding audits
  • Change history and policy monitoring

Each pre-built strategy is:

  • Fully configurable
  • Copyable across accounts
  • Usable as-is or as a foundation for custom logic

Suggestions & Review Workflow

Every Rule Engine strategy generates a Suggestions page, where you can:

  • Review all recommended changes
  • Understand the reasoning behind each suggestion
  • Apply changes manually or automate future runs
  • Monitor impact over time

This ensures full transparency and control, even with automation running in the background.

Custom strategies for advanced teams

For teams with unique KPIs or workflows, the Rule Engine allows:

  • Fully custom-built strategies from scratch
  • Cross-account standardization of optimization logic
  • Copying strategies between accounts
  • Scheduling rules to run automatically

This makes the Rule Engine suitable for:

  • Agencies managing hundreds of accounts
  • In-house teams scaling globally
  • PPC experts implementing proprietary frameworks

Why the Rule Engine matters

The Rule Engine turns Optmyzr from a reporting tool into a decision-making system:

  • Human strategy + machine execution
  • Scalable optimization without loss of control
  • AI-supported clarity instead of black-box automation

It’s one of the most powerful—and most talked-about—features in Optmyzr because it replaces manual PPC busywork with repeatable, intelligent automation.

Optmyzr’s Rule Engine: AI-assisted automation that executes your PPC strategy at scale, exactly the way you define it.

Optmyzr Express

What it is

Optmyzr Express is your AI-driven PPC to-do list.

It surfaces high-impact optimization opportunities across Google Ads, Microsoft Ads, Amazon Ads, and Yahoo Japan Ads—all in one place—so you can review, prioritize, and apply improvements in minutes.

What Optmyzr Express helps you do

Optmyzr Express is designed for speed and clarity. It helps teams:

  • Catch optimization opportunities without running reports
  • Work through daily account improvements systematically
  • Focus on actions that actually move performance
  • Avoid missing important fixes across multiple accounts
  • Apply AI-assisted changes without losing control

It’s like checking your email each morning, except every item is a revenue-impacting optimization.

How it works (Inbox-style optimization workflow)

  • By default, Optmyzr Express loads all suggestions across all linked accounts
  • Suggestions are grouped by optimization type
  • You can filter by:
    • Account (specific, starred, or all accounts)
    • Optimization category
  • Each suggestion explains what to do and why

Every suggestion comes with:

  • Apply → make the change instantly
  • Snooze → hide it for a day, week, month, or year
  • Archive → permanently dismiss suggestions you never want to see

Only the suggestions you select are applied—nothing happens automatically.

How suggestions are generated

Suggestions in Optmyzr Express are driven by:

  • Proven, pre-defined optimization algorithms
  • Historical performance data
  • Platform-specific best practices
  • Contextual thresholds (CTR, CPA, ROAS, impression share, etc.)

You can hover over highlighted text to see why a suggestion was made, making every recommendation transparent and reviewable.

Different optimizations use different lookback windows depending on the task and platform (e.g., Amazon uses 45 days for some optimizations).

Built-in AI assistance (where it matters most)

Optmyzr Express integrates AI to reduce execution time, not replace judgment.

AI is used to:

  • Generate ad drafts (full RSAs or individual assets)
  • Suggest headlines and descriptions based on:
    • High-performing ads
    • Search queries
    • Keywords
  • Generate merchant feed attributes (titles, descriptions, brands)
  • Provide contextual explanations for recommendations

All AI-generated content is editable and reviewable before applying.

AI-generated content is intended to support decision-making and should be reviewed before applying changes.

Some Optimization Categories in Optmyzr Express

Ad Optimization (AI-assisted creative improvements)
  • Add missing Responsive Search Ads (RSAs)
  • Fix weak RSAs with poor ad strength
  • Pause low-performing RSAs or legacy ads
  • Generate AI-written ad drafts and asset suggestions
  • Use top-performing queries and keywords to improve ad relevance
Audience & Performance Max Enhancements
  • Identify PMax asset groups missing audience signals
  • Create or attach audience signals using:
    • Custom segments
    • Top-performing search queries
  • Improve targeting guidance for Performance Max campaigns
Automated Bidding & Experimentation
  • Create experiments to test:
    • Maximize Conversions
    • Target CPA
    • Target ROAS
  • Identify converting ad groups losing impression share
  • Adjust Target CPA or ROAS to unlock more reach
Bid & Impression Share Optimization
  • Gender and age bid adjustments
  • Increase traffic for converting keywords and products
  • Push high-quality keywords to the first page
  • Improve impression share without overbidding

Why Optmyzr Express matters

Optmyzr Express turns optimization into a repeatable daily habit:

  • No reports to build
  • No dashboards to interpret
  • No opportunities missed

Optimize Your Shopping Campaigns

Optmyzr provides a set of tools to help advertisers create, manage, analyze, and optimize Shopping and retail campaigns across Google Ads, including Standard Shopping and Performance Max.

These tools focus on:

  • Campaign structure
  • Product feed quality
  • Product-level performance analysis
  • Bid and budget control
  • Ongoing optimization workflows

Shopping Campaign Management

Optmyzr allows advertisers to create and manage Shopping campaign structures at scale.

Capabilities include:

  • Bulk creation of campaigns, ad groups, and product groups
  • Structuring campaigns using product attributes such as brand, category, custom labels, or price
  • Syncing campaign structures with Google Merchant Center feeds
  • Updating or restructuring existing campaigns without recreating them

This reduces manual setup time and helps maintain consistent campaign structures as product catalogs change.

Shopping Dashboard

Optmyzr includes a centralized Shopping dashboard for monitoring campaign and product performance.

The dashboard provides visibility into:

  • Campaign-level and product-level performance metrics
  • Merchant Center feed status and product availability
  • Disapproved or inactive products
  • Price competitiveness and product coverage

This allows advertisers to identify issues and opportunities without switching between platforms.

Integration with Optmyzr Express and Rule Engine

Shopping campaign tools work alongside other Optmyzr features:

  • Optmyzr Express surfaces Shopping-related optimizations as actionable tasks
  • Rule Engine can automate monitoring and optimization actions for Shopping/PMax based on performance rules

This allows both manual and automated optimization workflows.

Smart Product Labeler

Overview

Smart Product Labeler is a tool that helps advertisers label products in Shopping campaigns using rules based on performance data and product feed attributes.

The labels are applied via a supplemental feed and can be used in Standard Shopping and Performance Max campaigns.

Purpose

The tool is designed to simplify product segmentation at scale, especially for large Merchant Center accounts.

It enables advertisers to:

  • Group products based on performance
  • Keep labels updated automatically
  • Apply different bidding and budget strategies to different product segments

How It Works (High Level)

Smart Product Labeler:

  • Analyzes Shopping performance data
  • Evaluates products using:
    • Performance metrics (such as ROAS)
    • Volume metrics (such as cost)
    • Feed attributes
  • Applies labels using user-defined or suggested rules
  • Outputs a supplemental feed with updated labels

No scripts or manual feed editing are required.

Performance-Based Product Buckets

The tool can suggest product labels based on five predefined performance buckets:

  • Heroes – High-performing products with strong returns
  • Sidekicks – Moderately performing products close to top performers
  • Villains – High-cost products with poor returns
  • Zombies – Low-traffic, low-performance products with limited data
  • Flukes – Products with unusually high returns but low exposure

These labels can be used to create separate campaigns, ad groups, bids, or budgets.

Key Capabilities

  • Rule-based product labeling
  • Automatic label updates as performance changes
  • Support for large product catalogs
  • Works without creating item-level product groups
  • Compatible with Shopping and Performance Max campaigns

Typical Use Cases

  • Segmenting products by profitability
  • Controlling spend on underperforming products
  • Scaling high-performing products
  • Simplifying Shopping campaign structures

PPC Investigator

PPC Investigator is an analysis tool that helps advertisers identify the exact causes behind performance changes in paid media accounts.

It is available for:

  • Google Ads
  • Microsoft Ads
  • Amazon Ads

The tool explains why metrics changed between two time periods by isolating the campaigns, ad groups, keywords, placements, devices, or networks responsible for the increase or decrease.

Purpose

PPC Investigator is designed to answer questions such as:

  • Why did clicks drop last month?
  • Which keywords caused conversions to increase?
  • What changed in the account that affected performance?

Instead of surface-level comparisons, the tool provides cause-and-effect analysis across account elements.

How PPC Investigator Works

Metric and Date Range Selection

Users select:

  • A performance metric (e.g., clicks, conversions, cost)
  • A date range to analyze

When comparing to a previous period, the tool automatically uses an equivalent time window immediately preceding the selected range to ensure accurate comparisons.


Analysis Views

Cause Chart

The Cause Chart visualizes how a selected metric depends on underlying metrics and factors.

It helps users:

  • Identify where performance changes originated
  • Understand metric relationships (e.g., search volume, impressions, clicks)
  • Detect whether drops or increases were caused by traffic availability, eligibility, or execution issues

From the Cause Chart, users can directly access detailed analysis for specific metrics.

Root Cause Analysis

Root Cause Analysis identifies which account elements contributed most to the change in performance.

The analysis:

  • Highlights the top positive and negative contributors
  • Breaks results down by:
    • Campaign
    • Ad group
    • Product partition
    • Keyword
    • Placement
    • Device
    • Network
  • Supports combinations such as:
    • Keyword + device
    • Network + ad group

This allows users to pinpoint changes down to the most granular level.

Top Movers Identification

Positive Top Movers

Positive Top Movers are elements that contributed most to an increase in the selected metric.

This helps advertisers:

  • Identify what is working well
  • Replicate successful patterns across other campaigns
  • Apply similar settings (e.g., bids, devices, structures) elsewhere

Negative Top Movers

Negative Top Movers are elements that contributed most to a decrease in the selected metric.

This helps advertisers:

  • Quickly identify problem areas
  • Prioritize corrective actions
  • Prevent further performance loss

Change History Integration

PPC Investigator integrates with change history data to connect performance shifts to actual account changes.

Users can:

  • View changes made to campaigns, ad groups, keywords, and product partitions
  • See who made the change and when
  • Verify whether performance changes align with recent edits

Change history data is available for:

  • The last 30 days via Google Ads API
  • Earlier periods if the data has been cached since the account was connected to Optmyzr

Accessibility Features

PPC Investigator includes a color-blind-friendly mode.

Trend indicators use icons in addition to color, allowing users to distinguish positive and negative trends without relying on color alone.

Supported Metrics

PPC Investigator supports analysis for the following metrics:

  • Clicks
  • Impressions
  • Conversions
  • Conversions (by conversion time)
  • All Conversions
  • All Conversions (by conversion time)
  • Conversion Value
  • Conversion Value (by conversion time)
  • CTR
  • Cost per Conversion
  • Average CPC
  • Average CPM
  • ROAS
  • Interactions
  • Conversion Rate
  • Conversion Value per Cost

Common Use Cases

PPC Investigator is commonly used for:

  • Explaining sudden performance drops or spikes
  • Identifying high-impact changes after account updates
  • Understanding performance differences between time periods
  • Diagnosing account-level issues quickly
  • Supporting optimization decisions with evidence

Platform Coverage

PPC Investigator supports:

  • Google Ads
  • Microsoft Ads
  • Amazon Ads

PPC Account Audit

Overview

PPC Account Audit is a tool that evaluates the overall health of advertising accounts by running configurable audits across campaigns, ad groups, ads, and keywords.

It produces a score-based assessment to highlight strengths, issues, and areas for improvement.

Purpose

The tool is designed to:

  • Assess account structure and settings
  • Identify gaps against best practices
  • Provide a standardized way to review account quality
  • Support ongoing monitoring and reporting

How It Works (High Level)

PPC Account Audit:

  • Runs predefined or custom audit checks
  • Evaluates accounts using percentage-based scoring (0–100)
  • Aggregates results into an overall account score
  • Allows audits to be saved, reused, and scheduled

Audits can be customized by adjusting thresholds and enabling or disabling individual checks.

Scoring System

Audit results are scored on a 0–100 scale:

  • 91–100: Good
  • 80–90: Almost there
  • 0–79: Needs improvement

Some audits are informational only and are not scored.

Audit Coverage

Audits can be run across different account areas, including:

  • Campaign settings
  • Ad groups
  • Ads
  • Keywords
  • Search campaigns

Available audits vary by platform.

Results and Insights

Audit results include:

  • An overall account score
  • Individual scores per audit category
  • Drill-down views for detailed findings

For supported platforms, a short automated summary highlights key strengths and opportunities.

Actionable Findings

Some audit results link directly to detailed views where:

  • Campaign or ad group issues can be reviewed
  • Ads can be created or updated
  • Changes can be made based on audit findings

Exporting and Scheduling

Audit results can be:

  • Downloaded as TXT, PDF, or Excel files
  • Scheduled to run automatically
  • Shared with team members via email links

Supported Platforms

PPC Account Audit supports:

  • Google Ads
  • Microsoft Ads
  • Amazon Ads

Alerts & Monitoring

Overview

Alerts in Optmyzr allow advertisers to monitor performance metrics and budgets and receive notifications when predefined conditions are met.

Alerts can be created for:

  • Performance metrics (KPI alerts)
  • Budgets at the account or portfolio level

Purpose

The alert system is designed to:

  • Detect significant performance changes early
  • Monitor budget pacing and thresholds
  • Reduce manual checking across accounts
  • Support proactive account management

Types of Alerts

KPI Alerts

  • Monitor performance metrics against targets
  • Trigger when metrics deviate beyond defined thresholds
  • Can be created at different levels such as:
    • Account
    • Campaign
    • Bid strategy
    • Campaign type
    • Labels
  • Supported across multiple ad platforms

Budget Alerts

  • Monitor spend against monthly budget targets
  • Available for:
    • Single accounts
    • Multi-account portfolios
  • Can notify on pacing issues or spend milestones
  • Can automatically pause and re-enable campaigns based on spend limits

How Alerts Work (High Level)

Alerts are created by:

  • Selecting accounts or portfolios
  • Choosing metrics or budgets to monitor
  • Defining thresholds, targets, and conditions
  • Assigning notification recipients

Alerts continuously evaluate performance and trigger notifications when conditions are met.

Notifications

Alerts can notify:

  • Account owners
  • Portfolio owners
  • Starred account users
  • Additional selected team members

Notifications are sent via:

  • Email
  • Slack (if integrated)

Multi-Account Monitoring

Budget alerts can be applied across multiple accounts using portfolios.

Portfolios:

  • Group multiple accounts across platforms
  • Track combined spend against shared budgets
  • Support automated budget controls and notifications

Alert Management

Users can:

  • Filter alerts by platform, account, type, level, or status
  • Edit existing alerts
  • Delete alerts individually or in bulk

System default anomaly alerts cannot be edited or deleted.

Ad Text Optimization (Responsive Search Ads)

Overview

Ad Text Optimization is a tool for reviewing and editing Responsive Search Ads (RSAs) by analyzing performance at the asset level (headlines, descriptions) and the full ad level.

It supports:

  • Google Ads
  • Microsoft Ads (with limited asset-level data availability)

Purpose

The tool is designed to:

  • Understand which ad assets perform well or poorly
  • Identify low-performing headlines, descriptions, or ads
  • Enable bulk updates to RSA assets
  • Improve ad relevance and consistency at scale

How It Works (High Level)

Ad Text Optimization:

  • Aggregates RSA performance data across campaigns and ad groups
  • Groups identical assets used in multiple ads
  • Displays performance metrics for:
    • Headlines
    • Descriptions
    • Full RSAs
  • Allows filtering by performance, ad strength, status, and labels

Asset-Level Analysis

The tool provides visibility into:

  • Individual asset usage and performance
  • Assets reused across multiple RSAs
  • Pinned vs unpinned assets
  • Low-performing or underperforming components

This helps identify which text elements should be updated or replaced.

Bulk Editing Capabilities

Users can:

  • Edit headlines, descriptions, or full RSAs in bulk
  • Apply changes across all ads using the same asset
  • Create new assets or new ad variations
  • Pin or unpin assets

Changes are reviewed before being applied to ad platforms.

Assisted Suggestions

The tool provides suggestions for:

  • Headlines
  • Descriptions
  • Full RSA drafts

These suggestions are editable and optional.

Review and Application

Before changes go live:

  • Edits can be previewed
  • Changes can be exported to CSV for review
  • Approved changes can be uploaded and applied in bulk

Typical Use Cases

  • Refreshing underperforming RSA assets
  • Maintaining consistent messaging across ads
  • Scaling ad copy updates across large accounts
  • Reviewing asset-level performance trends

Portfolio Dashboard

Overview

The Portfolio Dashboard provides a portfolio-level view of performance across multiple advertising accounts.

It helps users quickly assess overall performance and identify optimization opportunities without reviewing accounts individually.

Typical Use Cases

  • Monitoring multi-account performance
  • Comparing platforms within a portfolio
  • Identifying optimization priorities
  • Managing accounts at scale

Integrated Tools

The Portfolio Dashboard provides access to related tools, including:

  • Optmyzr Express for account-level optimization tasks
  • Optmyzr Sidekick for portfolio-level insights and queries

Campaign Automator

Overview

Campaign Automator is a tool that builds and maintains advertising campaigns from a data feed.

It automatically creates, updates, pauses, or enables campaigns, ad groups, keywords, and ads based on feed values such as inventory status, product attributes, or promotional criteria.

Purpose

The tool is designed to:

  • Automate large-scale campaign creation
  • Keep campaigns aligned with changing inventory or feed data
  • Reduce manual campaign management
  • Ensure ads only run when defined criteria are met

How It Works (High Level)

Campaign Automator:

  • Uses a connected data feed as the source of truth
  • Creates campaigns and entities using predefined templates
  • Updates campaigns each time it runs using the latest feed data
  • Pauses entities that no longer meet feed or template conditions
  • Creates new entities when feed data changes

Entities not created by Campaign Automator are not modified.

Feed-Based Automation

The tool can:

  • Enable ads only when products are in stock
  • Pause ads when products are unavailable
  • Update ads when feed values or templates change
  • Reflect pricing or promotional changes from the feed

Bids and Budgets

Campaign Automator:

  • Sets bids only for newly created entities
  • Does not modify existing bids or bid adjustments
  • Does not change campaign budgets

Bids and budgets can be managed separately using manual edits or other Optmyzr tools.

Typical Use Cases

  • Inventory-based campaign management
  • Large-scale campaign creation from product feeds
  • Automatically advertising active or discounted items
  • Maintaining consistency across dynamically changing catalogs

Budget Monitoring & Management

Budget Dashboard
A centralized interface to:

  • View and monitor budgets for accounts or portfolios
  • Compare actual spend versus targets
  • Identify pacing and projection trends
  • Adjust monthly budget targets

Budget Monitors & Alerts
Set alerts to:

  • Track spend against monthly targets
  • Notify on overpacing or underpacing
  • Optionally pause campaigns when spend approaches defined limits

Budget Side Tray
A quick-access panel from the dashboard to:

  • View spend projections
  • Manage budget alerts
  • Access budget optimization tools without switching screens

Budget Optimization Tools

Optimize Budgets – Single Account
Analyzes campaign spend and suggests adjustments to:

  • Reallocate daily or monthly budget toward campaigns with stronger performance potential
  • Balance remaining budget based on historical spend behavior
    This can include projections and simulations to support decision-making.

Optimize Budgets – Multi Account Portfolio
Allows cross-account budget optimization by:

  • Aggregating campaigns from multiple accounts into budget groups
  • Setting combined spend targets
  • Reallocating budget within groups to improve overall performance
  • Managing multi-platform spends (e.g., Google, Microsoft, Facebook, Yahoo Japan)

Optimize and Reallocate Budgets (New)
Provides:

  • Data-backed suggestions for reallocating budget across campaigns or accounts
  • Strategy selection based on chosen metrics (e.g., conversions, ROAS, clicks)
  • Controls to limit how much budgets can be adjusted at various levels

Bidding Tools

Manual & Rule-Based Bid Adjustments
Tools to adjust bids based on:

  • Geo performance
  • Audience segments
  • Time-based patterns (e.g., hour of week)
    These adjustments can be applied directly or via the Rule Engine for automation.

Automated Bidding Optimizations
For campaigns using automated bid strategies (e.g., Target CPA, Target ROAS), tools adjust:

  • Target CPA or ROAS values
  • Structural settings to improve auction outcomes
    These optimizations use historical performance and strategic logic where direct bid edits are restricted by the ad platform.

Overview

Seasonal Performance Trends is an analytics tool that helps advertisers separate long-term performance changes from recurring seasonal patterns in Google Ads accounts.

It analyzes historical performance data and breaks metrics into:

  • Overall trend (baseline change)
  • Repeating seasonal behavior

Purpose

The tool is designed to:

  • Explain whether performance changes are structural or seasonal
  • Identify predictable peaks and slow periods
  • Support planning for budgets, campaigns, and promotions
  • Reduce misinterpretation of short-term performance changes

Metrics Analyzed

Seasonal Performance Trends supports analysis for key metrics such as:

  • Cost
  • Clicks
  • Conversions
  • Conversion value

Time-Based Analysis

The tool supports multiple seasonal views:

  • Yearly cycles
  • Monthly cycles
  • Weekly cycles

This allows analysis of long-term patterns as well as shorter recurring fluctuations.

Trend vs. Seasonality Breakdown

Seasonal Trends

  • Shows recurring performance patterns within a selected cycle
  • Highlights typical high and low periods

Change in Baseline

  • Shows long-term directional change in performance
  • Indicates whether overall performance is improving, stable, or declining

Insights and Summaries

Charts can be accompanied by short, generated summaries that:

  • Describe key patterns in plain language
  • Highlight notable periods or shifts
  • Support reporting and planning workflows

Typical Use Cases

  • Budget planning around seasonal peaks and lulls
  • Setting expectations with stakeholders
  • Distinguishing normal seasonality from real performance issues
  • Long-term performance analysis

Conversion Grabber

Overview

Conversion Grabber is a bid optimization tool that identifies converting keywords that are losing impression share due to ad rank.

It recommends selective bid increases to help these keywords capture more impressions and drive additional conversions.

Purpose

The tool is designed to:

  • Increase visibility for already-converting keywords
  • Improve impression share lost due to low ad rank
  • Drive incremental conversions from existing demand

How It Works (High Level)

Conversion Grabber:

  • Analyzes recent keyword performance data
  • Identifies keywords with conversions and low impression share
  • Suggests bid increases for keywords with the highest potential impact

Bid changes can be reviewed and applied in bulk.

Supported Platforms

  • Google Ads
  • Microsoft Ads

Typical Use Cases

  • Scaling conversions from proven keywords
  • Improving impression share for high-intent traffic
  • Incremental performance optimization

First Page Bridger

Overview

First Page Bridger is a bid optimization tool that identifies high–Quality Score keywords that are narrowly missing first-page eligibility due to slightly low bids.

It recommends minimal bid increases to help these keywords appear on the first page of search results.

Purpose

The tool is designed to:

  • Improve first-page visibility for efficient keywords
  • Increase traffic from high-quality search terms
  • Maximize impact with minimal bid increases

How It Works (High Level)

First Page Bridger:

  • Analyzes keyword performance and Quality Score
  • Identifies keywords with bids slightly below first-page requirements
  • Suggests small bid increases where the expected impact is highest

Bid changes can be reviewed and applied in bulk.

Supported Platforms

  • Google Ads
  • Microsoft Ads

Typical Use Cases

  • Pushing high-quality keywords to first-page visibility
  • Increasing traffic without large bid increases
  • Improving ad rank efficiency

Hour of Week Bid Adjustments

Overview

Hour of Week Bid Adjustments is a time-based bid optimization tool that recommends bid adjustments by hour and day of the week based on historical performance.

It helps advertisers increase or decrease bids during time slots that perform better or worse.

Purpose

The tool is designed to:

  • Optimize bids based on time-of-day and day-of-week performance
  • Increase efficiency by bidding higher during strong periods
  • Reduce spend during low-performing time slots

How It Works (High Level)

Hour of Week Bid Adjustments:

  • Analyzes performance data by hour and weekday
  • Identifies time slots with higher or lower performance
  • Recommends bid increases or decreases for eligible time periods
  • Allows bulk application of bid adjustments

It can also manage ad schedules by enabling or disabling ads during specific time slots.

Supported Platforms

  • Google Ads
  • Microsoft Ads

Typical Use Cases

  • Adjusting bids based on business hours
  • Improving performance during peak times
  • Reducing spend during low-value hours
  • Time-based optimization at scale

Keyword Lasso

Overview

Keyword Lasso is a keyword expansion tool that identifies high-performing search queries and recommends adding them as new keywords.

It analyzes search terms that are already generating traffic but are not yet present as keywords in the account.

Purpose

The tool is designed to:

  • Capture additional demand from proven search queries
  • Expand keyword coverage efficiently
  • Improve control over bids and ad relevance

How It Works (High Level)

Keyword Lasso:

  • Analyzes search term performance data
  • Identifies search queries with strong CTR or conversions
  • Recommends adding them as keywords with selectable match types
  • Optionally creates new ad groups to support structured setups (e.g., SKAG)

Long-tail queries beyond a defined length are excluded by default.

Supported Platforms

  • Google Ads
  • Microsoft Ads

Typical Use Cases

  • Discovering new converting keywords
  • Expanding keyword coverage based on real search behavior
  • Improving performance through better keyword structure

Spend Projection

Overview

Spend Projection is a forecasting tool that estimates how much an advertising account is likely to spend by the end of a selected time period.

It provides a projected spend range rather than a single number to account for normal spend fluctuations.

Purpose

The tool is designed to:

  • Predict end-of-period spend
  • Monitor pacing against budget targets
  • Support budget planning and adjustments
  • Reduce surprises from under- or over-spending

How It Works (High Level)

Spend Projection:

  • Analyzes recent spend patterns
  • Accounts for day-of-week behavior
  • Accounts for historical seasonality
  • Projects expected, minimum, and maximum spend outcomes

Projections are based on historical and recent performance data.

Outputs

The tool provides:

  • Projected spend by period end
  • Estimated spend range (min / expected / max)
  • Required daily spend to meet target budgets
  • Cumulative and daily spend projections

Typical Use Cases

  • Monitoring budget pacing
  • Forecasting monthly or cycle-based spend
  • Planning budget reallocations
  • Communicating spend expectations to stakeholders

Search Term N-Grams

Overview

Search Term N-Grams is an analysis tool that breaks search queries into individual words or phrases and aggregates their performance.

It helps identify which terms within search queries are driving traffic, conversions, or inefficiencies.

Purpose

The tool is designed to:

  • Analyze search behavior at the word and phrase level
  • Identify high-impact terms across search queries
  • Discover keyword expansion opportunities
  • Identify irrelevant or low-performing terms for negatives

How It Works (High Level)

Search Term N-Grams:

  • Decomposes search queries into 1-word, 2-word, or longer phrase combinations
  • Aggregates performance metrics across all occurrences of each term
  • Ranks terms by selected metrics such as impressions, clicks, or conversions

Outputs

The tool provides:

  • Ranked lists of top-performing words and phrases
  • Aggregated metrics per term
  • The ability to add selected terms as negative keywords

Supported Platforms

  • Google Ads
  • Microsoft Ads
  • Yahoo Japan Ads

Typical Use Cases

  • Identifying negative keyword opportunities
  • Discovering new keyword themes
  • Understanding search intent patterns
  • Reducing irrelevant traffic

Platform Statistics and Metrics

Usage Metrics (2025)

  • Ad Accounts Connected: 430,000+
  • Total Ad Spend Managed: $5.39 billion
  • Active Automation Events: 87,720
  • Optimization Actions: 4.1 billion+

Product Rating

  • Average Rating: 4.7 out of 5 (on G2/Capterra)

Security and Data Privacy

Security Level: Enterprise-grade security

Data Privacy Commitments:

  • Strong security measures, including encryption
  • Two-factor authentication available
  • Does NOT share user personal or account data with advertising platforms for marketing purposes
  • Users retain full control over campaigns
  • Only authorized users can make changes to campaigns

Onboarding Steps

  1. Sign up and connect an ad account
  2. Start with an audit (recommended)
  3. Optimize using Rule Engine or other tools

Supported Advertising Platforms (Complete List)

Platforms with Full Support:

  • Google Ads
  • Microsoft Ads
  • Amazon Ads
  • Meta Ads (Facebook and Instagram)
  • LinkedIn Ads
  • Yahoo! Japan Ads

Official Partner Status

Platform Partnerships

Official Partner Status

Platform Partnerships

  • Google Partner
  • Microsoft Advertising Select Partner
  • Meta Business Partner
  • Amazon Ads Verified Partner

Partnership Role: Direct relationship with major ad platforms; advocates for customer needs to shape the future of digital advertising


Awards Summary (Consolidated)

Award Description

15-time winner of “World’s Best PPC Software”

Award Details by Region

US Search Awards: 2018, 2020, 2022, 2023, 2024, 2025

Global Search Awards: 2020, 2021, 2023, 2025

MENA Search Awards: 2025

UK Search Awards: 2019, 2020, 2021

Canadian Search Awards: 2021

Total Award Wins: 15+ across all regions