Create a custom alert template

You can create an alert template for portfolios, campaigns, ad groups, keywords, or ads and trigger the alert according to a regular schedule. New alert templates have the status “Active.”

Create an alert template from the Alert Templates view

1. In the main menu, click Search > Insights & Reports > Custom Alerts, which opens to the Alert Templates view.

2. In the toolbar, click , and then select the entity type to be evaluated (Portfolio, Account, Campaign, Ad Group, Keyword, Ad, or Product Group).

3. In the Create [Entity] Alert window, specify the alert settings on the Date Range, Filters, and Scheduling and Delivery tabs.

You can move between tabs by clicking the tab name (such as “Filters”) or by clicking Next in the bottom right.

1. On the Summary tab, click Create.

Create an alert template from a campaign management view

1. Within the Search > Campaigns > Campaigns view, open the campaign management subview for the entity type to be evaluated (Accounts, Campaigns, Ad Groups, Keywords, Ads, or Product Groups).

For example, to create a keyword-level alert template, go to Search > Campaigns > Campaigns, and then select Keywords.

1. On the right side of the toolbar above the data table, click .

1. In the Create [Entity type] Alert window, specify the alert settings on the Date Range, Filters, and Scheduling and Delivery tabs.

You can move between tabs by clicking the tab name (such as “Filters”) or by clicking Next in the bottom right.

1. On the Summary tab, click Create.

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