Welcome to Adalysis. Here’s how you can get started in 15 minutes.

1. Start with your audit alerts to see what needs fixing first Fix your highest-impact issues and improve performance quickly Where: Audits & budgets When: Daily

2. Catch drops and spikes early so you can take action Where: Performance When: Weekly

3. Avoid over- or under-spending without manual tracking. Where: Budgets > Manage When: Monthly, as a one-off, or up to 12 months in advance Automating your pacing doesn’t make any changes to your account.

4. Prefer a quick walkthrough? Watch the video start See how everything fits together When: One-off

Next:

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

Audit

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:

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:

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.

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.

Enable the auto-resolve setting

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

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

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.

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.

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.

Performance monitoring

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.

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.

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

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

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:

Budget

Budget pacing

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

You can also track the spend, pacing, and performance for sets of campaigns with .

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.

Other core account settings

You can give your team access to either individual Google Ads accounts or MCCs linked to Adalysis. If given access to an MCC, the team member will be able to see and manage all accounts within that MCC and its sub MCCs.

Team members will have access to all features except for billing or managing other team members.

There are two settings to define when adding a new team member:

Access level:

• View only — can see all data but can’t make changes. Use this option if you want to give someone read-only access.

• View & edit — can make changes in Adalysis.

Changes appear in Change History under:

• Admin user: Changes made by this team member will appear in Google's Change History under the Adalysis admin user (account owner). This setting is useful when you want to keep the team permissions in Adalysis independent of those in Google Ads. In other words, team members don't need direct access to Google Ads accounts for them to be able to make changes to it in Adalysis.

• Team member: Changes made by this team member will appear in Google's Change History under their own email address. The team member email address must also have access permission in Google Ads to the relevant account or MCC.

Customize Adalysis for your team

Account tags and filters

Adalysis tags work exactly like Google account labels and can be used to easily pull up specific sets of accounts.

To configure your email and Slack notifications, choose Settings > Notifications from the bottom-left menu.

Here you can:

• Choose which Google Ads accounts you want to receive notifications for.

• Amend the email address that will receive the notifications.

• Connect a Slack channel.

• Choose how often you'd like to receive audit alert summaries.

• Activate daily notifications for critical alerts.

Numbers are rendered differently in Europe compared to the rest of the world. You can choose your preferred option from the Settings > Number format screen.

This setting is per email address, so each team member can choose their preferred option. The chosen number format will apply to all linked PPC accounts.

Tags are an Adalysis configuration that you won't find in Google Ads or Microsoft Ads. They work in exactly the same way as Google account labels, but they get around the visibility challenges Google labels have.

Creating & assigning an account tag

To create and apply a tag to an account, select the account and click the account tags icon on any overview screen. You can then use account filters to find accounts with specific tags.

For example, team leads might create a tag for each PPC analyst in their team. During one-to-ones or account reviews, this makes it easy to pull up the accounts that analyst is responsible for.

Once a tag is associated with an account (as shown above) you can filter for all accounts with that specific tag.

Prebuilt audit filters

On your Audit view, use the filters under Find accounts by alert type to quickly find all accounts with a specific alert type, e.g. search terms to be added as keywords.

Define your own filters

You can also create your own filters to find accounts with specific names, labels or tags. For example, some PPC teams tag each account with the name of the analyst responsible for it. This makes it easy to filter and review each team member's work.

Save your filter to reuse it later. Once saved, it will appear under Your filters.

Click on a saved filter to open it and display the relevant accounts.

To see your login history of all team members, go to the Teams screen as shown below.

Notes in Adalysis help you stay organized by recording reminders or context for team members. Notes can be added at the account level, or individual entity level.

Account-level notes

Access Notes from the vertical menu.

Account level notes can be disabled for a period of time before they become active again to act as reminders.

Entity-level notes

Notes can also be added to campaigns, ad groups or ads. These notes are accessible on the relevant screens and also appear under Notes screen for easy reference.

Daily refresh

Adalysis updates its data daily, at around 4 am in the account's time zone.

Weekly refresh

The data for keywords, search terms, and landing pages is updated once a week by default.

However, you can refresh your data for these categories anytime by clicking the Last update button in the Manage screen for each of those categories.

Paused campaigns are not included in any of the Adalysis audits or analysis. You can, however, follow the below steps to include them if needed.

Assigning an Adalysis-specific label to those campaigns keeps them enabled only within Adalysis (while they remain paused in Google Ads).

Scenario 1 — Campaign is paused after it was linked to Adalysis

1. Enable the campaign within Adalysis and assign the label AdalysisKeepEnabled to it.

2. Pause the campaign in Google Ads.

Scenario 2 — Paused campaign isn't yet linked to Adalysis

1. Enable the campaign in Google Ads.

2. Switch to the Campaigns screen in Adalysis and click Link missing campaigns. The campaign should now appear in Adalysis.

3. Assign the label AdalysisKeepEnabled to the campaign. .

The first step when adding a new account to Adalysis is to link it. If you already have preferred Adalysis settings, it's likely you'll then want to customize it.

Automatically apply your preferred settings

The easiest way to customize new accounts is the global settings. All the settings you save here will appear automatically in the newly linked account without any further steps. These settings include:

• Performance monitors

• Customized prebuilt alerts (and associated automatic actions)

• Disabled prebuilt alerts

Manually copy your preferred settings

You can also apply your existing settings to the new account as follows:

Performance monitors: To copy an existing monitor to a new account, navigate to the existing account, open its performance monitors and use the option below.

Prebuilt audit settings: To copy a customized prebuilt alert to a new account, navigate to that account setting in the existing account. Click Save changes and you'll have the option to save the setting to your new account:

There are many ways Adalysis can help you scale your PPC campaigns, but we recommend starting with these core features:

How PPC managers use Adalysis

Adalysis offers many other tools. Please explore the options below based on your goals.

To see your Adalysis change log, go to My account in the bottom-left menu. Then, select Change history.

How to add a Google Ads account to Adalysis

You can link accounts from the Audit & budget or the multi-account Performance view. Click the link icon on either screen. This applies both during the free trial or for paid subscriptions.

How to link Microsoft Ads accounts to Adalysis

Switch to Microsoft Ads in the top-left corner of the Adalysis screen and link your accounts as described above.

How to link accounts that belong to different email addresses

If you have Google Ads accounts or MCCs under different email addresses, then you'll need one Adalysis account for each address. There's no extra charge for having multiple Adalysis accounts. Once combined for billing purposes, you simply pay one bill based on the total spend of all your Adalysis accounts.

To create a new Adalysis using another email address, simply start a new . Once it's finished, please combine the billing of the new Adalysis account as described .

How to unlink accounts from Adalysis

You can unlink accounts from the Audit & budget or the multi-account Performance view. Select the accounts you no longer want to see in Adalysis and click the unlink icon on either screen.

To change your login email address, go to the below menu item:

This checklist covers five key areas to help you set up Adalysis for your team, covering everything from setup and automation to scaling and team buy-in.

Making the case for Adalysis

We often get asked how to build leadership and team buy-in for Adalysis. Here are the key factors that make us different from other PPC management platforms:

Adalysis has a powerful system of filters that can help you to slice and dice your data. Look out for them throughout the platform, as well as on the Accounts overview. You can customize all the filters in Adalysis or build your own.

Customizing filters

Load the filter you’d like to edit and update the criteria. Click Apply to update your search results.

Alternatively, click Save to update the criteria for future searches. Customized filters show an icon next to the name. To revert back to the default settings, simply click Reset to default.

Building new filters

You can easily create custom filters and alerts to track more conditions:

1. Go to Filters > Create filter.

2. Set your criteria.

3. Select the time range you want to analyze data for.

4. Enter a name for your filter.

Your new filter will now appear in the Filters list for the Adalysis section where you created it. Simply scroll down to Your filters at the end of the list.

Accounts overview filters

Under Custom view and Audit view, you can also filter your list of linked accounts. For example, you can filter for accounts that have a specific alert.

When managing a Google Ads account, there are key tasks you'll return to regularly. Adalysis helps you tackle them with comprehensive tools and insights.

Fix an account setup or performance issue

Audits for better health and performance

Refine your account structure