DocumentationAdvertisingAdvertising Search, Social, & Commerce Guide

(New UI) Manage custom alerts

Last update: June 1, 2026

CREATED FOR:

  • User

Create alert templates to identify when any portfolio, campaign, or ad group meets specific conditions — such as a performance metric — during a specified period and then generate an alert. Alerts are available for a single advertiser. Alerts include all columns in the relevant default view. For example, campaign-level alerts include all columns in the default Campaigns view.

You can create alert templates from either the Alert Templates tab in the Custom Alerts panel or from the top of any page.

When an alert instance is triggered for an alert template:

  • The specified recipients receive an email notice. When the alert contains up to 1000 records, the email notice includes a CSV file with the alert data, including data for all entities that triggered the alert.

  • The alert is listed on the Triggered Alerts tab in the Custom Alert Templates panel.

The Custom Alerts view

To open the Custom Alerts panel, click Custom Alert in the upper right.

The Custom Alerts panel includes the Alert Templates view, which lists all alert templates created for the account and from which you can create, edit, pause, reactivate, and delete alert templates. The Triggered Alerts view lists the generated alert instances.

Available actions

View triggered alerts alert-view

  1. In the upper right of any page, click Custom Alert .

  2. Click the Triggered Alerts tab.

  3. (Optional) Filter the list to include alerts for a specific entity type, or search for a text string within the template name. Search queries aren’t case-sensitive.

View custom alert templates alert-template-view

  1. In the upper right of any page, click Custom Alert , which opens to the Alert Templates tab.

  2. (Optional) Filter the list to include alerts for a specific entity type, or search for a text string within the template name. Search queries aren’t case-sensitive.

  3. (Optional) To view all criteria for an alert template, click the number of criteria (such as Example custom alert criteria button .

Create a custom alert template alert-template-create

New alert templates have the status “Active.”

  1. Do either of the following:

    • In the upper right of any page, click Custom Alert > Create Custom Alert.

    In the upper right of any page, click Custom Alert > View Custom Alerts, which opens to the Alert Templates tab. Click Create Alert.

  2. Specify the alert settings on the Entity, 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.

  3. On the Summary tab, click Create Alert.

Edit a custom alert template alert-template-edit

  1. In the upper right, click Custom Alert > View Custom Alerts, which opens to the Alert Templates tab.

  2. (Optional) Filter the list to include alerts for a specific entity type, or search for a text string within the template name. Search queries aren’t case-sensitive.

  3. Next to the template name, click Edit .

  4. In the Edit Custom Alert window, edit 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.

  5. On the Summary tab, click Update Alert.

Pause a custom alert template alert-template-pause

  1. In the upper right, click Custom Alert > View Custom Alerts, which opens to the Alert Templates tab.

  2. (Optional) Filter the list to include alerts for a specific entity type, or search for a text string within the template name. Search queries aren’t case-sensitive.

  3. In the template row, select Paused.

Activate a custom alert template alert-template-activate

  1. In the upper right, click Custom Alert > View Custom Alerts, which opens to the Alert Templates tab.

  2. (Optional) Filter the list to include alerts for a specific entity type, or search for a text string within the template name. Search queries aren’t case-sensitive.

  3. In the template row, select Active.

Delete a custom alert template alert-template-delete

You can delete only the alert templates that you created.

  1. In the upper right, click Custom Alert > View Custom Alerts, which opens to the Alert Templates tab.

  2. (Optional) Filter the list to include alerts for a specific entity type, or search for a text string within the template name. Search queries aren’t case-sensitive.

  3. In the template row, click Delete .

  4. In the confirmation message box, click Delete.

Custom alert template settings alert-template-settings

Tab
Parameter
Description
Name
The alert name. It must include at least five characters.
Date Range
Select Entity
The entity type to be evaluated: Portfolio, Campaign, or Ad Group.
Date Range
Period
The date range for which to evaluate the conditions for the alert. Metrics are evaluated in aggregate across the date range. The options range from Yesterday to Last 180 Days.
Filters
[Defined filters]

The conditions for triggering the alert at the time specified on the Scheduling and Delivery tab. The available columns vary by the entity type. All filters are joined using the Boolean function AND, which means that all specified conditions must be met.

  • To add a filter, do the following:

    1. (Optional) To filter the column names by text string, enter the search string in the ADD FILTER input field.

    2. In the column list, select a column name.

    3. Define the filter on the column:

      • (Filters without input fields) Click Down arrow next to the second menu, and then select the check boxes next to each value to include.

      • (All other filters with input fields) Select an operator from the second menu, and then enter the applicable value.

        For example, if you’ve selected the “Clicks” column and want to return only rows with more than 100 clicks, then select “greater than” and enter 100 in the input field.

        Depending on the data type, available operators may include greater than, less than, equals, contains, doesn’t contain, starts with, ends with, no value, has value, before, after, or no date.

        Note: Text values aren’t case-sensitive. For example, if you filter by campaigns with “loan” in the name, then the results could include “Consumer Loans” and “loan applications.”

  • To remove a filter, click Delete next to the filter definition.

Scheduling and Delivery
Trigger this Alert [when]

How often the alert checks for the specified condition filters and, when all conditions are met, sends email notifications:

  • Daily at <NN> [AM|PM]

  • Weekly on <Day of Week> at <NN> [AM|PM]

  • Every month on <Day NN> at <NN> [AM|PM]

Note: This value doesn’t affect the evaluation period.

Email Recipients
(Editable only by the creator of the alert template; read-only for everyone else) Registered Search, Social, & Commerce users to which to send notifications when an alert is triggered. By default, tthe name for your user account is selected. Optionally add or remove users with access to the advertiser’s data.

When the alert includes up to 1000 records, a CSV version of the alert is attached to the email message.
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