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Reports In Marin

Home > English > Reports In Marin > Creating Reports and Alerts > How To Articles: Creating Reports & Alerts > Alerts

Alerts

Introduction

Marin's built-in reporting functionality allows you to not only do one-time and recurring data analysis, but to also filter for certain conditions for continued, long-term analysis of the data you need to understand most in your account. 

For example, using an alert, you'll be able to receive a notification letting you know about: 

 

  • Sudden changes, such ads that have seen a substantial drop in Click Through Rate
  • Low performers, such as keywords that are driving substantial publisher cost without driving conversions
  • Keywords with lower-than-normal conversions when compared with prior weeks
  • Common mistakes, such as groups with no active ads
  • Commonly overlooked problems, such as groups with disapproved ads
     

This powerful feature is built right into Marin and can be leveraged simply by applying additional filter criteria to the reports you use in Marin every single day. It's as easy as that! 

Note: This article will include instructions for creating alerts in MarinOne and Marin Search. Also, since alerts are built using reports, we recommend checking out our dedicated reporting article prior to setting up your first alert. You can learn about MarinOne reports here or Marin Search reports here.
 

It can be helpful to include columns in your alert that are needed for a bulk upload, such as Account, Campaign, etc. This way, after reviewing your alert, you can take action quickly and easily.

Creating Alerts


In MarinOne

 

  1. Log into MarinOne, then head to the tab where you'd like to generate your alert, such as the Campaigns or Keywords tab. 
     
  2. Set up your grid to your liking using the Account Navigator, Column Selector, and Calendar Selector to set up your publisher accounts, columns, and date range, respectively. Because this alert will run on a recurring cadence, we recommend using a rolling date range in your Calendar Selector, such as Past 30 Days or Yesterday rather than a static date range, such as February 1st – March 1st. 
     
  3. Next, use the Filter button ('funnel' icon) on your columns to apply any filters you need. This will establish the criteria your alert will use in order to determine when an email should be sent. For example, to filter for low performing keywords, you might apply filters to the Conversions and Publisher Cost columns. Use filters here that make sense for your business, based on your past performance. 

     

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    Set up all conditions that you'd like to be alerted to in this specific report. You can use the Filter Pane to see which filters are in place. As you are applying filters, if there aren't any objects that currently match this filter criteria, you can still set up your alert. This way, if MarinOne identifies anything in the future that matches this filter criteria, you will receive an email alert. 

     

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  4. Once all of your filters have been applied and your grid is ready, click Report. From here, you can set how often your alert will run and who it will be sent to, among other key details. 
     

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  5. For alerts, we recommend using the CSV format. This allows you to make actionable updates when necessary changes have been identified. 
     

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  6. Give your alert a relevant name. We recommend using something eye catching, as this name will be the subject line used in the email that is sent to your inbox. Try names that begin with "Alert" or "Attention." 
     
  7. Set your alert to run on a recurring cadence. Whether this runs DailyWeeklyMonthly, or Intraday is up to you, but keep in mind that MarinOne will only email you when something has been identified that needs your attention, so don't hesitate to set your alert to run regularly. To learn more about the scheduling options available in MarinOne reports, check out the Scheduling Options section of our reporting article

    For alerts that don't run Daily or Intraday, it can be helpful to set a designated alert day, so that your alerts don't get lost in the shuffle of all of your standard weekly and monthly reporting. For example, if your weekly reports typically run on Mondays, perhaps you might like for your alerts to run on Wednesdays or Thursdays. Or if your monthly reporting takes place on the 1st of the month, perhaps your alerts can run on the 3rd of the monthly. Test out different options to see what works best for your team.

     

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  8. If you'd like to see your data broken out by day, day of week, week, or month, check the box for Show data by and select the relevant option from the drop-down. 
     

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  9. Important: Set your alert to email to any required users by entering specific user email addresses.

    You might also try adding team email aliases to be sure these alerts are seen by all of the necessary stakeholders. You can even send your alerts to users who don't have access to MarinOne!

     

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  10. (Optional) Add text to the Description text box if you'd like your colleagues to know how this alert should be used. This text box will automatically include details about the date range used and the filters that were applied, but you can add any additional information that might be relevant to your team.  

     

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  11. When your alert has been set up to your liking, click Run Report
     

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  12. MarinOne will check for the filter criteria  on the cadence specified (daily, weekly, monthly, etc.). When MarinOne identifies that something has fallen into this criteria -- and only when something has fallen into this criteria -- an email will be sent to the addresses specified. 
     
  13. To view your scheduled alert, click on the Reports tab in the bottom-left, then click on the sub-tab for Scheduled. You can use the Search bar to find the specific alert in question. 
     

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  14. Click the green File icon to download the latest alert or double click on the name of your alert to open the side-panel and see more information about your alert. From here, click on the Reports sub-tab to see each time this alert has run and download corresponding files from a specified run date.
     

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  15. Lastly, watch your email! MarinOne will alert you when it has identified objects that meet your filter criteria, such as low performing keywords or campaigns that have had a drop in Conversion Rate. From your email, you can download the CSV file, make any changes to it that you'd like to make (such as status or bid changes) and bulk upload your updates into MarinOne. That's all there is to it! 

In Marin Search

  1. Log into the Platform as normal, then head to the grid that you want to generate your alert for. In our example, we'll use the Keywords grid.
     
  2. Use the View Builder and other options to bring in the relevant columns for your alert. If you aren't familiar with setting up reports, we'd recommend you complete those Training articles before setting up email alerts. 
     
  3. The important step here is to use the filters to create the criteria for your email alert. For example, you could add a filter to the Avg. Position column that only shows data when the ad is displayed in positions other than 1.0 - 2.0. Take the time to set up all of the conditions that you'd like to be alerted for; this could be CTR %, total conversions, or anything else. 
     

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  4. Once your view is created and the condition filters are applied, click Create Report and choose the Recurring Report radio button.
     
  5. Give your alert a relevant name, choose to add it to a New Template, don't include items with zero clicks, and select the relevant Show data by for your particular alert frequency (daily, weekly, etc.). When you're done, click Continue.
     
  6. On the next screen, look at the Report Settings section on the left and choose the relevant format, either PDF or CSV. 
     
  7. Use the Runs drop-down menu to pick the report frequency.
     

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  8. Finally, click Run Report. 
     
  9. This particular report will be run once per week on a Monday, and will only send data if any of your objects have an average position of less than 2.0. It's easy to see how you could use this feature to create a wide range of different email alerts to be sent to your team on a regular basis. Why not give it a try yourself?

Important Notes


  • Your alert will only be emailed if Marin has identified that there are objects that match the filter criteria. For example, if you've applied a filter for keywords with Clicks < 10, if there are no keywords that meet this criteria, an email will not be sent. Marin will still run the alert, but will only email you when something has been identified. 
     
  • When an alert is emailed, the email contents will show a short preview of the report. Attached will be the report itself with all associated data.
     
  • Additional alerting features, such as multi-component alerts, will be coming to MarinOne in a future release. 
     
  • You can run a scheduled report ad hoc by clicking the Run Now button. This can be found by going to Reports, clicking on the Scheduled sub-tab, and selecting Run Now above the grid. 
     

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  • Recurring, scheduled alerts need at least one hour to begin processing. Alerts created for the same hour will begin processing the next day. For example, if it's 10:30am and you schedule an alert to run daily at:
    • 11:00am, it will not start processing until the next day.
    • 11:30am, it will start processing the same day.
       
  • Please be aware that reporting times are based on when a report will be processed. For larger reports, it's possible the reporting time may take more than a few minutes, so please be patient.
     
  • The time of day used for your alerts will be based on the time zone of your Marin Client Account, which may or may not be the same as the time zone where you are physically located. 

 

 

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