Custom notifications in Data Explorer gives you access to dozens of filters to narrow your alerts for specific situations. Depending on your account structure, you can configure alerts for conditions such as advertising channel, device, keyword, locations, etc.
Creating a custom notification
Creating custom notifications involves two main steps:
Create and save a data set.
Configure and save a custom notification. Note: You must apply a filter before building a custom notification.
💡 Example
In this example, we'll set up a custom notification for accounts that:
Have account budgets greater than $500
Show no conversions in the last 14 days
Step #1: Load a Data Explorer report
Go to Insights (bar icon) in the left menu.
Select Data Explorer.
Under Customize on the right, choose Performance Metrics as the Report Type (if not the default selection) and click Load.
Step #2: Apply a filter
A filter is required to set up a custom notification. The workflow below walks you through an example to generate a data set where the spend limit is greater or equal to $500 and conversions equal 0.
Click the Filter icon under Customize.
Click + Create Filter Group and select Account.
In the Field dropdown, select Spend Limit (Current) ($).
In the dropdown to the right, select Greater Than or Equal, and enter 500 as the Value.
Repeat Step 4 to add a second filter group: Performance metric > Conversions > Equals > 0.
Click Apply.
Step #3: Save your data set
Click Save in the top menu.
Enter a Name and Description.
Under Who Has Access, select who can access the data set (only you, everyone at your company, or specific users).
Click Save Data Set.
Step #4: Configure and save your notification
Select the Notification tab in the left side menu and toggle on Enable Notification.
Under Category, enter an existing notification type (e.g., Budget and spend) or enter your own to create a new category.
Note: When the notification is triggered, it will appear under this category in the Notifications tool.
Set a Severity level.
(Optional) Select a Notification Link from the dropdown. This will take you directly to the area in Fluency to address the concern.
Enter a Name and Description, using tags if desired.
Using tags with custom notifications
Use tags to dynamically change a notification’s details. For example, adding [Account] in the Description field will show the specific account name for each notification. Click a tag to copy and paste it. The list of options include the columns visible in your report.
Example: [Account]’s [Campaign] campaign has 0 conversions in the last 14 days. Review campaign for optimizations.
Step #5: Preview and save your custom notification
Scroll down to preview the notification.
If you are satisfied with the setup, click Save Data Set and choose Save As New.
Tip: If you get too many notifications, try adding more filters to narrow your data set.
Updating existing custom notifications
Select Open (cloud icon) in the top menu to view saved data sets. In the Add Ons column, custom notifications will have a Notification label.
To update the custom notification, click on the data set.
Make your updates and select Edit.
Click Save Data Set to create a new custom notification or Overwrite Existing.
Popular custom notifications
Here are some popular notification configurations that clients find useful. Adjust the values to suit your account metrics—think of these as starting points to personalize for your specific needs.
High spend budgets with no spend from yesterday
High spend budgets with no spend from yesterday
Date Range: Yesterday
Report Type: Performance metrics
Filter Groups:
Performance metric: Cost ($) -> Less Than Or Equal -> $0.02
Budget: Spend Limit (Current)($) -> Greater Than -> $800
Campaign: Campaign Status -> Is -> enabled
Performance metric: Impressions -> Less Than Or Equal -> 2
Notification Link: Budget Settings
Description: [Account] [Budget] [Cost($)]
Enabled social campaigns with no spend from yesterday
Enabled social campaigns with no spend from yesterday
Date Range: Yesterday
Report Type: Performance metrics
Filter Groups:
Campaign: Campaign Status -> Is -> enabled
Performance Metric: Cost ($) -> Less Than -> $0.01
Account: Account Removed -> False
AND
Account -> Contains -> Search
AND
Account Budget (Current) ($) -> Greater Than -> $1.00Budget: Spend Limit (Current) ($) -> Greater Than - > $1.00
Notification Link: Campaign Table
Description: [Account], [Campaign] campaign as a budget of [Spend Limit(Current) ($)] with no spend yesterday.
Acura social campaign with CPC over $2
Acura social campaign with CPC over $2
Date Range: Last 7 Days
Report Type: Performance metrics
Filter Groups:
Account: Account -> Contains -> Social
Campaign: Campaign -> Contains -> Acura
Performance metric: Cost Per Click ($) -> Greater Than -> $2.00
Notification Link: Campaign Settings
Description: Acura Social Campaigns with CPC Over $2 in the past 7 days
Google Search campaigns, conversion rate down 15%
Google Search campaigns, conversion rate down 15%
Date Range: Last 28 Days
Report Type: Performance metrics
Filter Groups:
Advertising Channel: Channel -> Is -> Search
Partner: Partner -> is -> Google Ads
Performance metric: Conversion Rate (chg.)(%) -> Less Than -> -15.00%
Notification Link: Campaign Table
Description: [Campaign] in [Account]’s CVR has decreased more than 15%. Current CVR is [Conversion Rate (%)].
Strong performing keywords
Strong performing keywords
Date Range: This month
Report Type: Search Keyword Performance
Filter Groups:
Performance metric: Cost ($) -> Less Than -> $800
ANDConversions -> Greater Than or Equal -> 1
Notification Link: Account Settings
Description: The keyword "[Keyword]" has a cost ≤ $800 and has [Conversions] conversions. Analyze keyword and possibly break out into its own campaign or increase bids/targets.
Note: You can create a notification for Poor Performing Keywords by simply changing the performance metric filter group to Cost ($) -> Greater Than or Equal -> $800 AND Conversions -> Equals -> 0.
Social - less than 15 vehicles in catalog
Social - less than 15 vehicles in catalog
Date Range: This month
Report Type: Vehicle Catalog
Filter Groups:
Account: Account -> Contains -> Social
AND
Item count: # of Vehicles -> Less Than Or Equal -> 15
Notification Link: Account Settings
Description: Your catalog has less than 15 vehicles!
Advanced settings
When you toggle on Group by Account, the notifications associated with a specific account become contained within one alert in a dropdown.
Group Title: Enter a name describing the issue with the notification. This will be the description of the task.
Order By: Specify the order in which notifications are shown based on the metric, either ascending or descending.
Limit: Add a number to limit how many notifications are shown.