Think of all the things you do in PPC each week over and over. The things that take time but can’t be ignored – reports, optimizations, generally making sure that things aren’t completely out of whack.

Now imagine if you didn’t have to do those things so frequently – or at all. What would you do with all that time?

Automation in Optmyzr

Hundreds of advertisers and agencies use Optmyzr to free up several hours for their teams each week – ranging from a few dozen to several hundred.

They’re powered by the automation capabilities we’ve built that focus on three things:

• Keeping you in control
• Making PPC management less complex
• Delivering a consistently amazing experience

We’ll walk you through what you can automate in Optmyzr and where to find those controls.

What You Can Automate and Which Optmyzr Tools to Use

The first step is to identify the tasks you and your team members perform on a daily and weekly basis. Using different tools in Optmyzr, you can automate these recurring tasks or create standardized workflows for consistency.

The idea is for you to put in the work to set up the automation, and then allow it to do the heavy lifting while you simply monitor it. Here are the tasks you can automate, and some goals and metrics to monitor for each one, so that you know whether your workflow process is becoming more efficient.

1. Alerts to monitor metrics and budgets

• Define at what level you want the alerts - Account, Campaign, Budget, etc.
• Metrics to monitor - CPC, Cost, etc.
• Example: Get an alert if Cost is trending in the wrong direction, Get alerted if an account accrues zero impressions on a particular day with Rule Engine.

Optmyzr tools to automate alerts:

1. Account Alerts
2. Alerts (Insights)
3. Rule Engine
4. Scripts

2. Optimizations that you do regularly

• Define Scope - Search Term, Keywords, Campaigns, etc.
• Identify the task that you perform time and again.
• Example: Add/Remove Keywords, Exclude Poor Placements once every week or month.

Optmyzr tools to automate optimizations:

1. Rule Engine (Only notifications or also apply changes based on requirement)

3. Creating ads and ad variants

• Create campaigns and ads based on a feed source - Spreadsheet/XML etc.
• Determine the frequency of campaign creation.
• Identify a tentative structure that you would like to implement.

Optmyzr tools to automate ad creation:

1. Campaign Automator

4. Scheduling report delivery

• Identify platforms (Google, Facebook, etc) to create the report for.
• Identify widgets/metrics/attributes to include in the report.
• Define audience to send the report to (internal team/client).

Optmyzr tools to automate reports:

1. Reports
2. Rule Engine

5. Monitoring account health

• Identify elements/audits that interest you or your client.
• Define the frequency of running this audit.
• Use the audit insights to optimize your account/ campaign performance.

Optmyzr tools to check account health:

1. PPC Policy and Audits

6. Assigning recurring tasks to team members

• Identify different tasks you perform for accounts.
• Create a streamlined process for your team members.
• Assign them to corresponding team members.

Optmyzr tools to standardize workflows:

1. Account Blueprints (Get ideas from Pre Built Workouts and group accounts under similar workflows)

   The possibilities of automation and increased capabilities don’t end with this list. You can continue to explore other opportunities and we’ll continue to improve the quality of your experience with automation.