# Setup guide

Adalysis works best when it’s configured to match your goals. This guide shows you where to start and what to customize first.

## Audit

{% embed url="<https://youtu.be/5XxJ-7sbQq4>" %}

### Customize your prebuilt alerts

Adalysis offers over 100 prebuilt audit checks. Customizing their settings makes them more relevant and reduces unnecessary notifications.

You can update the default settings of the prebuilt alerts as shown below:

<figure><img src="/files/MEpQ3eYNkbv6jG9MlrmY" alt="" width="563"><figcaption></figcaption></figure>

We would recommend starting with the most important audit alerts that needs customizing. These are the search terms audit checks found under **Audit** > **Alert settings > Prebuilt > Search terms**:

* Keywords suggestions from search terms
* Negative keywords suggestions from search terms
* Duplicate search terms

Here’s how to customize the default audit criteria:

Navigate to the relevant section in **Audit** > **Alert settings > Prebuilt** and modify the criteria shown:

<figure><img src="/files/pAqjXqSicTBPrnflkqIa" alt="" width="563"><figcaption></figcaption></figure>

Updating the default setting involves changing the current figures (e.g. conversions in above example) or adding further criteria (e.g. CPA, ROAS) by using the **+ Add another** option.

{% hint style="success" %}
Reviewing the default audit settings will help to ensure Adalysis matches your team's audit checklist exactly. You can also [disable](https://docs.adalysis.com/tools/audit/how-to-customize-prebuilt-alerts#disabling-unwanted-alerts) alerts as needed.
{% endhint %}

### Create your own alerts

If the condition you want to track is not already one of the 100+ prebuilt audit alerts, you can create your own custom alerts under **Audit** > **Alert settings** > **Custom**.

<figure><img src="/files/pzTA6Psu5sclCoxhYwBb" alt=""><figcaption></figcaption></figure>

### Enable the auto-resolve setting

Resolve straightforward alerts automatically and save valuable time by enabling the automatic actions within each audit alert definition.

<figure><img src="/files/JbGDyVn2qKeuCFIEz2Cn" alt=""><figcaption></figcaption></figure>

Here are some popular automatic actions:

* Automatically add highly converting search terms as keywords
* Automatically add poorly converting search terms as negative keywords
* Exclude underperforming display placements

{% hint style="info" %}
Once enabled, your **Auto changes log** tracks any changes made automatically by Adalysis.
{% endhint %}

### Sharing the customized settings with other accounts

**Apply the customized setting to other accounts currently linked**

Whenever you customize an audit alert, you'll have the option of applying the same change to other accounts currently linked to Adalysis.

<figure><img src="/files/EJfkMh9bAN26SVHJUgaR" alt="" width="375"><figcaption></figcaption></figure>

**Apply the customized setting to accounts that will be linked in the future**

Any setting you'd like to apply to accounts that will be linked in the future should be saved as a **global setting**. This can be done by checking the below box whenever you customize an audit alert.&#x20;

<figure><img src="/files/HrAlUtkid6dYEECDyELn" alt="" width="563"><figcaption></figcaption></figure>

You can view the existing global settings by going to  **Audit** > **Audit settings** > **Global**. Global settings will automatically be applied to any new accounts you link to Adalysis in the future.

<figure><img src="/files/VIT1xzC4QzdciSYFEmaj" alt="" width="477"><figcaption></figcaption></figure>

{% hint style="info" %}
Explore the full [Adalysis audit section ](/tools/audit.md)in the help center.
{% endhint %}

## Performance monitoring

{% embed url="<https://youtu.be/CDaINrzh4hU>" %}

### Creating your own performance monitors

**Performance monitors** help you track trends and spot significant changes without spreadsheets or scripts. We would strongly recommend customizing them for your account and campaigns.

On the **Performance** view, click on the number in the **High priority** or **Standard priority performance monitors** column.

<figure><img src="/files/WSkaD6xs6Ln7S4gXWcSp" alt="" width="563"><figcaption></figcaption></figure>

Both **high** priority and **standard** priority monitors work in exactly the same way.  The split is simply to help you separate your most important KPI alerts from the less important ones.

A performance monitor triggers a **performance alert** when the condition is met. The alerts will show up in the two columns next to the monitors.

<figure><img src="/files/cf1fSdOq5GgDIKTj3Q2p" alt="" width="488"><figcaption></figcaption></figure>

Each new account has five standard monitors by default. You can customize these five monitors and add more/remove them as needed.&#x20;

When creating a new monitor, enter your own conditions or start with a **template**:

<figure><img src="/files/lLIUTYgiHwNAipRvIRAb" alt="" width="527"><figcaption></figcaption></figure>

Before saving, you can choose whether to add this new monitor to any of your other accounts at the same time.

### Sharing the monitors with other accounts

**Apply the monitors to other accounts currently linked:** Whenever you create or customize a monitor, you'll have the option of applying that change to other accounts currently linked to Adalysis.

**Apply the monitors to accounts that will be linked in the future:** Any monitor you'd like to apply to accounts that will be linked in the future should be created as a **global monitor**.  This can be done as shown below:

<figure><img src="/files/KYPoO3fmHo8UQxYSb29c" alt="" width="443"><figcaption></figcaption></figure>

{% hint style="info" %}
Explore the full [Adalysis performance toolset](/tools/performance.md) in the help center.
{% endhint %}

## Budget

{% embed url="<https://youtu.be/PG6XCkr-QZ0>" %}

### Budget pacing

Get access to automated pacing and alerts when you define your target budget under **Budget** > **Manage**.

<figure><img src="/files/wRNU0VukNJHnlbzBKtUV" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Adding a target budget won’t make any changes to your Google Ads campaigns.
{% endhint %}

You can also track the spend, pacing, and performance for sets of campaigns with [budget groups](/tools/budget/budget-groups.md).

### Auto manage

The **Auto manage** tool reviews daily spend and recalculates the ideal daily budget values, based on your goals. This means no more manual monitoring or making changes yourself.

You can enable the Auto manage tool when setting your target budget. Click **Show recommended changes to the campaign budget settings** and choose your performance goal before activating it.

<figure><img src="/files/VnYOF2bKbK7iztJCdOXj" alt="" width="506"><figcaption></figcaption></figure>

{% hint style="info" %}
Explore the full [Adalysis budget toolset ](/tools/budget.md)in the help center.
{% endhint %}

## Other core account settings

* [Adding team members](/onboarding/getting-started/core-account-settings/team-members.md)
* [Linking accounts](/onboarding/getting-started/account-organization/linking-accounts.md)
* [Notifications](/onboarding/getting-started/core-account-settings/notifications.md)


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