Adalysis Workflow: See How our Co-Founder Sets Up His Own Account

There are so many things you can do within Adalysis that setup can sometimes be overwhelming. We’ve been using Adalysis since the beginning and have adopted our own workflow for how we initially get going with a new Adalysis account. In this video, we’ll show you our first 12 steps and explain why we do it in this very specific order. Hopefully, this will help you get some insights into how to set up and manage Adalysis for your own accounts.

We hope you enjoy this video

Workflow Setup Checklist

If you just want the checklist or you want a reference guide for everything in the video, here’s the checklist (in order) that’s found in the video:

1. Add team members so they can access the account. In addition, if you have many team members, I might label the accounts by the names of the team members so they can quickly filter for only their accounts.

2. Fix critical issues. Critical issues stop ads from being served. As this can range from broken links to keyword conflicts to empty ad groups, I want to make sure these are all fixed right away as these issues are stopping our ads from showing.

3. Label campaigns. Campaign labels are incredibly useful within Adalysis. I’ll spend some time thinking through the labels I want to use and ensure I start the ones for Adalysis with “A-InfoHere” so I can filter by A- to find the Adalysis labels I’m looking for.

4. Find ad testing insights. I want to take an unfiltered look into how ads have preformed, how often Headline 3s are being used, and find data insights. I’ll run several multi-ad group tests and archive and download the data so that I can save these results.

5. Setup performance alerts. Performance alerts alert you to bigger account movements, such as conversions dropping by 10%. I want to see these to ensure while I’m digging deep into the data I don’t miss a larger trend because I’m too far down into the weeds finding data insights.

6. Manage the ads. Next, I want a good look at how ads are being used across the account. I’ll look at how many ads exist by ad group, potentially do some mass ad pausing, manage some single ad group test results, and make sure I have a good feel for the ads and account data.

7. Look at Quality Score trends to see if there are ad issues so that when I look at the multi-ad group testing data as well as single ad group testing data, I’m also thinking about Quality Score and what’s needed to improve it for that particular account.

8. Ensure the ads are being served correctly. I want to make sure the ads that are being served work well with their current keywords. I’m going to look at duplicate keywords, duplicate search terms,  potentially move keywords with poor ad relevance to new ad groups, and dig into the n-gram data.

9. Setup new ad tests. If the account is very large, very small (small amounts of data), or we first want consumer insights, then I’m going to create ads in bulk to ensure proper multi-ad group testing. If we’re focused on brand keywords, or incredibly important ad groups, then we’ll take the data insights from looking at our multi-ad group tests to create single ad group tests for these ad groups.

10. Look at bid modifiers. I’m a big fan of the bid adjustment map as it shows me so much adjustment data at a glance. I’ll look through bid modifiers and use the bid adjustment tool to set appropriate bid modifiers.

11. Look at the other optimization alerts. Now I’m going to really dig into the optimization alerts on the dashboard to see what else needs to be done. As these can vary so much, they will help me pinpoint the major issues I should be focused upon improving and account actions to take.

12. Custom alerts. As I’m going through the optimization alerts and just working across the account, I might create custom alerts or adjust the default ones.

Once all this is done, I’m pretty happy with the account. Now, I can use the tools based upon what I really need to accomplish. This can range from the day to day account management to bulk creating new ad tests, etc.

If I don’t have a reporting solution, my next big task will be setting up Google Data Studio and applying all of the Data Studio templates for easy account reporting.