Reports
Campaign alerts and daily email digest
In Analytics › Alerts, managers create rules like CPL above limit, Spend without leads and Active without delivery, and get notified in the dashboard and by email. The Daily email digest arrives every day with yesterday’s numbers compared with the day before.
Step by step
Open alerts
In Analytics › Alerts, click New rule.
Choose the type and condition
For example, CPL above limit: level (account, campaign or ad set), amount, currency and window (Today, Last 3 days or Last 7 days).
Choose who gets it
Check Email in addition to In the app, pick the recipients (managers) and how often to resend.
Create the rule
Click Create rule. Rules are evaluated every 5 minutes.
Rule types
| Rule | When it notifies |
|---|---|
| CPL above limit | The cost per paid lead of an account, campaign or ad set went over the limit in the window (Today, Last 3 days or Last 7 days). Optional: Minimum spend to evaluate. |
| Spend without leads | Spend at or above an amount in the last synced hours (1 to 48 h) without a single paid lead in the same interval. |
| Active without delivery | An active campaign, ad set or ad with no impressions or spend for a few hours (2 to 72 h). |
| Integration problem | System rule: an integration has an invalid or expired credential. |
| WhatsApp disconnected | System rule: a number stayed disconnected longer than the grace period. |
System rules come ready and can’t be deleted; you can turn them off and change channels, recipients and resend. For now, at the ad set level you can’t pick specific ad sets: the rule follows every ad set of the synced accounts.
Rules that come pre-created
- CPL above limit: per campaign, for today, with a limit of 80 and a minimum spend of 80 in your organization’s currency.
- Spend without leads: per campaign, over the last 3 h, with a minimum spend of 30 in your organization’s currency.
- Active campaign without delivery for 6 h, created when an ad account is connected.
These amounts were set with Brazilian reais in mind, so the two rules with amounts only start turned on if your organization’s currency is BRL. In any other currency, they’re created turned off, with the same numbers in your currency: adjust the amounts, then turn them on. A rule only compares against spend in its own currency.
An alert’s lifecycle
An alert stays Open while the condition is happening and shows up in the event list and as a notice on the screen. While it’s open and not acknowledged, it’s resent at most once per the interval you chose (from 5 minutes to 7 days; 60 minutes by default). Acknowledge stops the resends and shows the team who’s handling it. When the condition stops happening, it becomes Resolved on its own. Under Details, you see what triggered it (spend, paid leads, CPL, window) and the timeline.
If the ad account has no hourly data, the alert uses the whole day and shows the Approximate badge.
Daily email digest
It’s on by default, at 8 a.m. in your organization’s time zone, for all active managers (or for the recipients you choose). It includes, for yesterday versus the day before: Spend, Leads, Paid leads, CPL, Meetings held, Cost per meeting, First response (median) and SLA breaches; the 3 campaigns with the highest spend; warnings about accounts excluded from totals; and up to 10 open alerts, with the View the dashboard link. Each person gets it in their own language. Use Preview to see yesterday’s email without sending anything; change the time and recipients and click Save digest.
Example (sample data)
Example Co. turned on the Spend without leads rule (3 h, minimum spend $30). At 10 a.m., one of its campaigns spends $35 in 3 hours without a single paid lead. Within 5 minutes the alert opens and reaches the manager by email. She sees the ad was rejected, fixes it in Meta and clicks Acknowledge. When leads start coming in again, the alert resolves on its own.
Didn’t work? See…
- Alerts depend on your plan: check plans and limits.
- A CPL rule never fires: check the rule’s currency and minimum spend.
- WhatsApp disconnects often: WhatsApp disconnected.
- Integration problem: manage connections.
Frequently asked questions
Do salespeople get alerts?
No. Alerts and the daily digest are for managers and owners.
Can I get alerts on WhatsApp?
No. The channels are In the app (always on) and Email.
Does the daily digest include goals?
No. It includes yesterday’s metrics, the campaigns with the highest spend, warnings and open alerts.
See the path from ad to sale in your WhatsApp.
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