A step by step guide: Customizing Google Alerts to stay on top of your marketing campaigns

Gautham Kumaran
YFret
Published in
5 min readMay 7, 2018

In today’s age, the number of channels through which you can run your campaigns is growing steadily. Besides the popular channels like Google Search Ads, Email, Facebook, Push notifications, LinkedIn, Pinterest, Youtube and Instagram., the new ones are Whatsapp, Snapchat. While this opens up a lot of opportunities to a digital marketer, it brings its own set of problems with it. With the marketing campaign landscape being ever-changing, campaign reporting and analytics gets complicated and entangled.

If you are thinking, “Well, I have Google Analytics for that”.

Great. You are headed in the right direction. But are you using it to its fullest extent?

Google Analytics has many hidden treasures (features) that could help automate many of the common flows. One such feature that greatly helps in campaign monitoring is Custom Alerts.

Google Analytics custom alerts on the outset works in a very simple way, you tell Google Analytics what condition to look for in your data and it sends you an alert when the condition is satisfied. This simple feature becomes very powerful when used right. Also, note that alerts are not exclusive for monitoring campaign, they have many extensive use cases, . We will be focusing on how to use alerts to help you with marketing campaigns.

Before going to the solution itself let’s try to define the problem better. Let’s look at the challenges faced in campaign reporting

  1. Tracking campaigns corresponding to specific event or promotion being run.
  2. Tracking the campaigns run by third-party apps or other internal teams
  3. Monitoring automated campaigns regularly.
  4. Tracking campaigns run across various marketing channels.

Each of these challenges can be solved in a systematic way by using custom alerts.

Tracking all campaigns corresponding to a promotion.

Let’s consider Christmas sale campaigns. It’s Christmas, so marketing campaigns across all channels will be in full swing. We can set up an alert mail, to remind us to monitor these campaigns.

Let’s walk through the process of setting up a custom alert.

  1. Head to your Google Analytics dashboard, and log in to your Analytics account and select your property.
  2. Under Customizations select custom alerts. This will bring up your custom alerts dashboard. Your active alerts will be displayed here.
  3. To create new alerts, click on manage custom alerts
  4. Click on New Alert
  5. Provide a descriptive name for the alert. In the mail sent by Google Analytics, the alert name will the sole identifier to the alert. Therefore provide an intuitive name. You can also add the importance of this alert to the name, like Info, warning or critical. For our example let’s name it [Info] Christmas campaigns
  6. If your live website activity is segregated into views, make sure to select all the relevant one.
  7. Select a time period for the alert. The duration options supported are a day, a week and a month. This depends on the use case. For our Christmas use case, selecting a day will make sense.
  8. The conditions to filter out all the Christmas campaigns are shown below.
Custom alert for christmas campaigns

Therefore certain discipline on naming the campaigns must be brought forth at the organization level. For our use case, it’s simple to always include the word Christmas to utm_campaign. Naming conventions will play a much important role on complex use-cases.

Tracking campaigns run by third-party vendors

If you are using multiple third-party vendors or apps to run your marketing campaigns, you could set up alerts to monitor the performance of each of them. Tracking third-party vendor is based on the utm_source parameter.

Custom alerts for campaigns run by 3rd party vendors

Monitoring automated campaigns

Automated campaigns are a great way to re-target customers. But if not monitored carefully there is a risk of them becoming stale. No customer will want to receive a re-targeting mail or notification with the same subject line or message. This will soon reflect in the revenue brought in by the campaigns. The solution is to augment every automated campaign with an alert to check if the campaign performance drops.

To track automated campaigns you could set up an alert for each individual automated campaign. An alternative preferred way is to bring in naming convention at the organization level to always name the automated campaign with the word ‘automated’, this way all the automated campaigns can be tracked by a single alert.

custom alerts to monitor automated campaigns

Tracking campaigns run in various marketing channels

While running campaigns across multiple channels like email, facebook, push notifications etc., it’s important to track the performance of each channel across all third party vendors to see which channel works best for your brand. You can set up weekly alerts to track the performance of each channel.

custom alert to monitor for revenue decrease across all marketing mediums

YFret Alerts

The main limitation of Google Analytics custom alerts is that you can filter by using only one parameter. This limitation can be overcome to some extent by doing some creative naming of the filter parameter, similar to what we did with automated campaigns. For instance, you could name the social campaigns in a specific way to track their performance.

Yfret platform offers alerts that can be used for more drilled down filtering to re-target users. Say if you want to re-target users who responded to your ad campaign but dropped out in the conversion funnel without placing an order, it would make sense to target them again, because they responded to your ad campaign earlier.

YFret user group to re-target users who abandoned cart and visited the website through Facebook ad campaign

One more use case is to re-target users who frequents your website and has bought high-value product earlier. You could set up an alert to watch for these loyal customers and re-target them.

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