Whether you're just getting started or looking to go deeper, you're in the right place.

• New to Adalysis? Start with our Quick start guide to get up and running in no time.

• Ready to explore more? The TOOLS section (in the left hand side navigation menu) walks you through Adalysis’ most essential features.

• Looking to automate routine work? Head over to the MANAGE section (in the left hand side navigation menu) for tutorials on streamlining tasks like handling search terms, optimizing ads, managing placements, and more.

One size doesn't fit all. To get the most out of Adalysis, we recommend you customize it to fit your systems, team structures, and preferences. This will ensure the platform integrates seamlessly into your existing workflows.

Feature settings

Control the audit, analysis, and recommendations you get from Adalysis with the feature settings.

• Fine-tune the default values used in the .

This quick start guide will show you how to navigate Adalysis and introduce core features that’ll help you hit the ground running. You’ll also complete a few one-time setup steps to customize your account.

Essential features to explore first

There are many ways the platform can help you scale your PPC campaigns, but we'd recommend starting with these core feature sets:

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.

To configure your email and Slack notifications, go to the bottom-left menu and choose Notifications.

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 . You can also disable email notifications if Slack has been set up.

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

• Activate a daily notification for critical alerts.

Notes in Adalysis help you stay organized by recording reminders or context for team members. Access Notes from the vertical menu. Notes are visible across the interface, except for the Accounts overview.

You can snooze, edit, or delete notes. For example, snooze reminders until they’re relevant, and they’ll reappear on the set day.

Add notes directly to campaigns, ads, or other platform sections by clicking the note icon. These notes are visible at specific levels and also appear under Notes for easy reference.

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.

Apply your preferred settings automatically to all new accounts linked to Adalysis. This builds a consistent yet tailored approach for your whole team. You can find the Global template under Settings in the bottom-left menu.

Here are the settings you can add to the global template:

Performance monitors

When creating a performance monitor, you can also add it to the global settings template. To update existing accounts, use the Apply to other accounts option.

Customized alerts and automatic actions

When customizing an alert, you can also add it to the global settings template. Saving customized alert settings in the global template means they'll automatically be applied to newly linked accounts.

Disabled alerts

When you snooze/disable an alert, you can add this choice to the global settings template, too.

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

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

Adalysis notifications can be sent via email and/or Slack. The settings can be accessed from Notifications in the bottom-left menu.

To integrate Slack with Adalysis, use the Connect option on that screen. You'll be redirected to Slack where you need to choose the relevant channel and grant Adalysis access.

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.

To change your login email address, go to My account.

Adalysis is built for teamwork. Here are three quick steps you can take to get your team up and running quickly.

Team access

Choose Settings > Team to configure at the account and MCC level.

You can link/unlink accounts from the Custom view, both during the free trial or your paid subscription. Click the link icon on any overview screen.

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).

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. To receive custom alerts, check Enable alerts. You can also choose multiple accounts to save your filter in.

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.

All data in Adalysis is updated daily (at around 4 am in the account's time zone) except for keywords, search terms, and landing pages, which are updated once a week.

However, for the data that's refreshed weekly, you can run an on-demand update anytime by clicking the Last update button.

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 brings all your data and management tools into one platform

When linking a new account to Adalysis, it's likely you'll want to customize its settings.

Automatically apply your preferred settings

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

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

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.