One of the most common bits of feedback we hear from people who use Optmyzr is how it puts them back in control — of PPC, of automation, and of their own destinies.
And when you’re in control of creating value for your brand or clients, the next step is to help your teams be better.
Control and efficiency are two of the things we help PPC pros improve, and it’s not just limited to time spent actively pulling levers in the system.
Which is why I like to tell people…
Optmyzr is built for the entire PPC life cycle
Unlike some tools that only help you optimize one aspect of paid search or stop doing much after your campaigns go live, Optmyzr has always been about start to finish.
Insights help you decide how to optimize and what to automate, which you can then report on in a variety of ways. Those results feed future insights, which lead to more optimized campaigns… it goes on.
Now with the introduction of Account Blueprints, we’re helping PPC teams make planning and onboarding easier too. And with all the new Alert types we’ve made available to our users, you can stay on top of campaigns even when your eyes aren’t on them.
Here’s what’s new for both of those features.
Account Blueprints: Build a PPC super team
Account Blueprints was released to all Optmyzr users in 2020 to help their PPC teams create a better experience for everyone — from account managers and strategists, to clients and new hires.
A Blueprint is a schedule for a series of recurring tasks in Optmyzr, like optimizations you make every week or insights you like to check often. You can also include tasks outside of our product, like meetings within your team or quarterly business reviews.
Each task has an owner (someone in your Optmyzr account), and each Blueprint can be set to run as frequently as you need it too.
• Keep client activities from falling through the cracks • Improve audits of newly-won accounts • Speed up onboarding of new PPC hires
New ways to build and scale processes with Blueprints
1. Convert any account workout (custom or pre-built) into a Blueprint to minimize buildout time.
2. Duplicate a Blueprint so you can make minor tweaks for similar accounts or goals.
3. Improve tracking by seeing tasks grouped by account/owner for a given week.
4. Bulk-assign start dates to make it easier when you apply a Blueprint to multiple accounts.
5. Add additional Optmyzr tools to a Blueprint, including Non-Converting Queries (Shopping and Search), Mobile App Exclusions, Audience Bid Adjustments, and more.
6. Create Blueprints in a paused state if you don’t want to activate them right away.
7. Pause an active Blueprint whenever you need to (seasonality, team out of office, etc).
8. Save progress on a Blueprint at any point while building it. Come back and finish anytime.
9. Download information about completed and active tasks (great for account and performance reviews).
Alerts: Effortless PPC oversight
Alerts are a cornerstone of how Optmyzr users retain full control over their PPC accounts.
In Optmyzr, you can build alerts to stay on top of virtually anything. Know when accounts start to overspend, when credit cards fail on a platform, know as soon as a given metric goes above or below a certain point, and more.
If 2020 taught us anything, it’s that volatility can strike at any moment. The PPC pro who gets caught without oversight is going to take much longer to adapt, improvise, and overcome whatever crap the world throws their account’s way.
So we got busy building out plenty of new oversight tools to help you keep a sharper eye on PPC performance.
New ways to take greater control with Alerts
1. Multi-account budget alerts can now be owned by multiple users to democratize control.
2. Track by channel (search, shopping, etc) to know what’s working and what needs intervention.
3. Create alerts for your own custom metrics built in Google, Microsoft, and Amazon ad accounts.
4. Get notified when your Quality Score on Google drops below a certain threshold.
5. Expand oversight with alerts for Amazon or Facebook at the account or campaign levels.
6. Integrate your Optmyzr account with Slack to get alerts in everyone’s favorite work tool.
7. While not an alert, the URL Checker tool lets you identify landing pages with a 404 error or a piece of text that indicates a product is out of stock.
What to expect in the future
Our plan is simple: We’ll continue to keep an eye on the way PPC evolves, the changes ad platforms make, and the new challenges faced by our users and the PPC community.
And we’ll keep updating Account Blueprints, Alerts, and all our other features to keep delivering the best possible experience.
In the meantime, check out our most recent showcases for Blueprints and Alerts.
We also have even more options to help you keep a closer eye on PPC performance. If you like the convenience of scripts but don’t want to deal with coding, apply one of our Enhanced Scripts, such as Anomaly Detector or Flexible Budgets.
Have a specific alert that you’d like to see us build? Or an idea that’ll help PPC teams get even more out of Blueprints? Write to our support team and we’ll put your feature requests up for consideration.
As one of the cornerstones of digital marketing, PPC has become important to all businesses.
But executing complex tactics calls for multi-taskers who are organized and quick. PPC marketers constantly need to track, optimize, and scale their work. And the first step of any strategy: understanding its scope.
At Optmyzr, we realized that PPC marketers were lacking a purpose-built workflow management tool; one that understood their pain and experiences.
Blueprints allows you to organize and track your team’s tasks as a scheduled workflow. It helps you design entire PPC plans with a high degree of customizability, from setting frequencies to task owners.
You can schedule both one-time or recurring events, and assign them to your teammates to clarify who’s responsible for what. Optmyzr alerts teammates when they get new assignments or when an existing one is nearly due.
Now you can easily standardize processes for any and all accounts, right on the same platform that helps you optimize those very accounts.
Blueprints lets you schedule and assign specific optimizations within Optmyzr, but you can also include tasks outside of the Optmyzr environment, such as client meetings or designing creative assets.
Best of all, setting up a Blueprint is a one-time process. We’ll keep track of your preferences until you change them, though depending on your goals, you’ll likely need to create separate Blueprints for different processes or accounts.
Business Impact
Step 2: Set up your first task
With Blueprints, you can architect more powerful PPC programs. Avoid overrun deadlines and missed tasks by streamlining your project management, and focusing on testing and refinement.
For accounts with multiple stakeholders, it can be tough to know where responsibilities are demarcated. Now you can help individual team members track their own group of tasks. Blueprints offers a flexible, way to keep entire teams on track without anyone feeling like their toes have been stepped on.
Additionally, Blueprints lets you create multiple templates, so you can create plans specific to an industry or vertical, a client tier or type, a specific strategy or outcome, and even for contingencies like needing to quickly onboard a new hire.
Blueprints by Optmyzr also makes it easy to manage and re-assign tasks to help ensure all bases are covered when an employee is out sick, on vacation, leaves a team, or changes roles within your organization.
3 Blueprints Ideas to get you started
1. By industry
Step 3: Apply your Blueprint to one or more accounts
If your business only covers one account or caters to a specific client vertical, there’s a chance you perform many of the same tasks on a regular basis.
An example is an in-house team that only does PPC for their own sports apparel products, or an agency that specializes in e-commerce or hospitality. In this scenario, you can build Blueprints specific to different stages or exercises, including:
• New product launches • First 30 days for a new client • Seasonal bid adjustments
But this is not an indication of any limit; even an agency that caters to clients from all walks of business can leverage Blueprints to build specific plans for industry types. You could build one Blueprint to optimize the feeds of new e-commerce clients, and another to deliver on seasonal bid adjustments for hospitality clients.
2. By client tier
Step 4: Assign owners for each task and account
If you have multiple clients, there’s a high chance that many of them pay at different scales. This might correlate to their spend, or it might be based on the level of service you provide. Whatever the case, no agency wants to be accused of preferential treatment that isn’t justified by billables.
Blueprints can help you prevent that. Use Blueprints to keep track of value-added tasks that your top-tier clients pay for, while also delivering a baseline level of service to those on lower billing plans.
3. For new hires
Step 5: Apply changes immediately or set a start date
Onboarding new employees can be challenging, but it can make or break the success of your business like few other things. The whole process takes time, and the path to happy new hires is always dotted with mistakes and setbacks. In the midst of introducing your team and work culture, it’s easy to miss out on the day-to-day — or vice versa.
With Blueprints, you can create a single plan for any new employee in a specific position (we still recommend separate plans for different positions). Your new hires can follow these tasks to quickly get accustomed to the way you conduct business, and your current team can lend support in their own areas of expertise.
Conclusion
Even in a normal business landscape, Blueprints is the answer if you need (or simply want) a workflow management tool that dovetails with the actual software you use to study PPC insights and apply optimization changes.
But given the importance of remote teams for the foreseeable future, Blueprints can be your ticket to helping your people win a very big part of the ‘work from home’ battle: staying on top of their responsibilities.
Set up your first Blueprint using our wizard to keep your team on top of things — and at the top of their game. If you don’t see or cannot access Blueprints, please write to support@optmyzr.com.
One of the most common bits of feedback we hear from people who use Optmyzr is how it puts them back in control — of PPC, of automation, and of their own destinies.
And when you’re in control of creating value for your brand or clients, the next step is to help your teams be better.
Control and efficiency are two of the things we help PPC pros improve, and it’s not just limited to time spent actively pulling levers in the system.
Which is why I like to tell people…
Optmyzr is built for the entire PPC life cycle
Unlike some tools that only help you optimize one aspect of paid search or stop doing much after your campaigns go live, Optmyzr has always been about start to finish.
Insights help you decide how to optimize and what to automate, which you can then report on in a variety of ways. Those results feed future insights, which lead to more optimized campaigns… it goes on.
Now with the introduction of Account Blueprints, we’re helping PPC teams make planning and onboarding easier too. And with all the new Alert types we’ve made available to our users, you can stay on top of campaigns even when your eyes aren’t on them.
Here’s what’s new for both of those features.
Account Blueprints: Build a PPC super team
Account Blueprints was released to all Optmyzr users in 2020 to help their PPC teams create a better experience for everyone — from account managers and strategists, to clients and new hires.
A Blueprint is a schedule for a series of recurring tasks in Optmyzr, like optimizations you make every week or insights you like to check often. You can also include tasks outside of our product, like meetings within your team or quarterly business reviews.
Each task has an owner (someone in your Optmyzr account), and each Blueprint can be set to run as frequently as you need it too.
• Keep client activities from falling through the cracks • Improve audits of newly-won accounts • Speed up onboarding of new PPC hires
New ways to build and scale processes with Blueprints
1. Convert any account workout (custom or pre-built) into a Blueprint to minimize buildout time.
2. Duplicate a Blueprint so you can make minor tweaks for similar accounts or goals.
3. Improve tracking by seeing tasks grouped by account/owner for a given week.
4. Bulk-assign start dates to make it easier when you apply a Blueprint to multiple accounts.
5. Add additional Optmyzr tools to a Blueprint, including Non-Converting Queries (Shopping and Search), Mobile App Exclusions, Audience Bid Adjustments, and more.
6. Create Blueprints in a paused state if you don’t want to activate them right away.
7. Pause an active Blueprint whenever you need to (seasonality, team out of office, etc).
8. Save progress on a Blueprint at any point while building it. Come back and finish anytime.
9. Download information about completed and active tasks (great for account and performance reviews).
Alerts: Effortless PPC oversight
Alerts are a cornerstone of how Optmyzr users retain full control over their PPC accounts.
In Optmyzr, you can build alerts to stay on top of virtually anything. Know when accounts start to overspend, when credit cards fail on a platform, know as soon as a given metric goes above or below a certain point, and more.
If 2020 taught us anything, it’s that volatility can strike at any moment. The PPC pro who gets caught without oversight is going to take much longer to adapt, improvise, and overcome whatever crap the world throws their account’s way.
So we got busy building out plenty of new oversight tools to help you keep a sharper eye on PPC performance.
New ways to take greater control with Alerts
1. Multi-account budget alerts can now be owned by multiple users to democratize control.
2. Track by channel (search, shopping, etc) to know what’s working and what needs intervention.
3. Create alerts for your own custom metrics built in Google, Microsoft, and Amazon ad accounts.
4. Get notified when your Quality Score on Google drops below a certain threshold.
5. Expand oversight with alerts for Amazon or Facebook at the account or campaign levels.
6. Integrate your Optmyzr account with Slack to get alerts in everyone’s favorite work tool.
7. While not an alert, the URL Checker tool lets you identify landing pages with a 404 error or a piece of text that indicates a product is out of stock.
What to expect in the future
Our plan is simple: We’ll continue to keep an eye on the way PPC evolves, the changes ad platforms make, and the new challenges faced by our users and the PPC community.
And we’ll keep updating Account Blueprints, Alerts, and all our other features to keep delivering the best possible experience.
In the meantime, check out our most recent showcases for Blueprints and Alerts.
We also have even more options to help you keep a closer eye on PPC performance. If you like the convenience of scripts but don’t want to deal with coding, apply one of our Enhanced Scripts, such as Anomaly Detector or Flexible Budgets.
Have a specific alert that you’d like to see us build? Or an idea that’ll help PPC teams get even more out of Blueprints? Write to our support team and we’ll put your feature requests up for consideration.
As one of the cornerstones of digital marketing, PPC has become important to all businesses.
But executing complex tactics calls for multi-taskers who are organized and quick. PPC marketers constantly need to track, optimize, and scale their work. And the first step of any strategy: understanding its scope.
At Optmyzr, we realized that PPC marketers were lacking a purpose-built workflow management tool; one that understood their pain and experiences.
Blueprints allows you to organize and track your team’s tasks as a scheduled workflow. It helps you design entire PPC plans with a high degree of customizability, from setting frequencies to task owners.
You can schedule both one-time or recurring events, and assign them to your teammates to clarify who’s responsible for what. Optmyzr alerts teammates when they get new assignments or when an existing one is nearly due.
Now you can easily standardize processes for any and all accounts, right on the same platform that helps you optimize those very accounts.
Blueprints lets you schedule and assign specific optimizations within Optmyzr, but you can also include tasks outside of the Optmyzr environment, such as client meetings or designing creative assets.
Best of all, setting up a Blueprint is a one-time process. We’ll keep track of your preferences until you change them, though depending on your goals, you’ll likely need to create separate Blueprints for different processes or accounts.
Business Impact
Step 2: Set up your first task
With Blueprints, you can architect more powerful PPC programs. Avoid overrun deadlines and missed tasks by streamlining your project management, and focusing on testing and refinement.
For accounts with multiple stakeholders, it can be tough to know where responsibilities are demarcated. Now you can help individual team members track their own group of tasks. Blueprints offers a flexible, way to keep entire teams on track without anyone feeling like their toes have been stepped on.
Additionally, Blueprints lets you create multiple templates, so you can create plans specific to an industry or vertical, a client tier or type, a specific strategy or outcome, and even for contingencies like needing to quickly onboard a new hire.
Blueprints by Optmyzr also makes it easy to manage and re-assign tasks to help ensure all bases are covered when an employee is out sick, on vacation, leaves a team, or changes roles within your organization.
3 Blueprints Ideas to get you started
1. By industry
Step 3: Apply your Blueprint to one or more accounts
If your business only covers one account or caters to a specific client vertical, there’s a chance you perform many of the same tasks on a regular basis.
An example is an in-house team that only does PPC for their own sports apparel products, or an agency that specializes in e-commerce or hospitality. In this scenario, you can build Blueprints specific to different stages or exercises, including:
• New product launches • First 30 days for a new client • Seasonal bid adjustments
But this is not an indication of any limit; even an agency that caters to clients from all walks of business can leverage Blueprints to build specific plans for industry types. You could build one Blueprint to optimize the feeds of new e-commerce clients, and another to deliver on seasonal bid adjustments for hospitality clients.
2. By client tier
Step 4: Assign owners for each task and account
If you have multiple clients, there’s a high chance that many of them pay at different scales. This might correlate to their spend, or it might be based on the level of service you provide. Whatever the case, no agency wants to be accused of preferential treatment that isn’t justified by billables.
Blueprints can help you prevent that. Use Blueprints to keep track of value-added tasks that your top-tier clients pay for, while also delivering a baseline level of service to those on lower billing plans.
3. For new hires
Step 5: Apply changes immediately or set a start date
Onboarding new employees can be challenging, but it can make or break the success of your business like few other things. The whole process takes time, and the path to happy new hires is always dotted with mistakes and setbacks. In the midst of introducing your team and work culture, it’s easy to miss out on the day-to-day — or vice versa.
With Blueprints, you can create a single plan for any new employee in a specific position (we still recommend separate plans for different positions). Your new hires can follow these tasks to quickly get accustomed to the way you conduct business, and your current team can lend support in their own areas of expertise.
Conclusion
Even in a normal business landscape, Blueprints is the answer if you need (or simply want) a workflow management tool that dovetails with the actual software you use to study PPC insights and apply optimization changes.
But given the importance of remote teams for the foreseeable future, Blueprints can be your ticket to helping your people win a very big part of the ‘work from home’ battle: staying on top of their responsibilities.
Set up your first Blueprint using our wizard to keep your team on top of things — and at the top of their game. If you don’t see or cannot access Blueprints, please write to support@optmyzr.com.
