With Data Explorer, you can create custom notifications to fit your strategy. Here's how:

Creating a custom notification

Follow along with the video or use the instructions below.

Creating custom notifications involves two main steps:

Create and save a data set.
Configure and save a custom notifications

💡 For Example

Let's walk through the steps above using an example. In our 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

Follow along below:

Step #1: Creating and saving your data set

Go to Insights in the top menu and select Data Explorer.
Under Customize on the right, choose Performance Metrics as the Report Type (if not the default selection) and click Apply.
Click the Filter icon under Customize. Note: Filters are required to set up custom notifications.
Click + Create Filter Group and select Account.
In the Field dropdown, select Account Budget (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.
Open the Date Selector and click + Add.
Enter 14 in the field Show the Last _ Days, and click Create Custom Range.
Click Apply.
Save your data set.

Step #2: Configuring and saving your notification

Click the bell icon beside the filter icon.
Toggle on Enable Notification.
Your Notification Title and Description should auto-fill if the data set is loaded.
Select or enter a Notification Category. You can choose from Fluency's default categories or name your own. Note: When the notification is triggered, it will appear under this category as a notification type in the Notifications tool. Setting specific categories will be helpful in organizing your notifications.
Set a Severity level.
(Optional) Select a Notification Link from the dropdown, which defines the “Open in Manage” option for a specific notification.
Click Save.

Tip: If you get too many notifications, try adding more filters to narrow your data set.

Note: A bell icon will appear next to this saved data set.

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

Date Range: Yesterday
Report Type: Performance metrics
Filter Groups:
- Performance metric: Cost ($) -> Less Than Or Equal -> $0.02
- Budget: Budget Amount (Current)($) -> 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

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 -> $1.00
- Budget: Budget Amount (Current) ($) -> Greater Than - > $1.00
Notification Link: Campaign Table
Description: [Account], ([Campaign]) campaign that has a budget of [Budget Amount (Current) ($)] that had no spend yesterday.

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%

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

Date Range: This month
Report Type: Search Keyword Performance
Filter Groups:
- Performance metric: Cost ($) -> Less Than -> $800
  AND
- Conversions -> 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

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!

Additional settings

Dynamic text replacement options

You can use tags to dynamically change the details about a notification. For example, adding [Account] in the Description field will show the account name for each notification. Click an option to copy the tag to paste it into the Description field. The list of options include the columns visible in your report.

For example: In the Description field, if you enter: 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, the output will appear as below:

In Notifications, the tags will resolve and appear like this:

Advanced settings

When you toggle on Group by Account, the notifications associated with a specific account will 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.

Fluency glossary of key terms

Notifications overview

Blueprint data filters

Customizing and filtering the accounts table

Understanding budgeting metrics in Data Explorer