Budget, alerts and results

Set a monthly spending cap with alerts and automatic pause and track investment, clicks, return and lead funnel on the ads dashboard.

Control how much each account can spend per month and see the return on campaigns on the dashboard.

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When to use

• Avoid surprises on the ad account’s credit card.
• Measure how many leads and sales the ads brought.

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Monthly cap and alerts

1. Open the ads integration

   Go to Settings, Integrations and open the ad account integration.

2. Find the budget section

   Look for the Budget Control and Alerts section.

3. Set the cap

   In Monthly Spending Cap (R$), enter the maximum amount for the month for this account. Leave it blank or zero to impose no automatic limit.

4. Set the alert

   In Usage Alert (%), choose at what percentage of the cap you want to be notified. The default is 80%.

5. Save

   Save the integration.

What happens:

• At the alert percentage: a bell notification warns that the account’s spending has reached that point.
• When the cap is reached: the account’s active campaigns are paused and a notification says how many were paused.

The cap check runs every hour. For that reason, spending may go slightly over the amount before the pause. The amounts spent come from metrics synchronization, which is also periodic.

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The ads dashboard

1. Open the dashboard

   Go to Dashboard.

2. Choose the view

   In the Dashboard View list, select Ad Campaigns. It appears when there is an ads integration and the plan includes the module.

Indicator	What it shows
Investment	Spending in the period and how many campaigns are active.
Impressions	How many times the ads appeared, with the total clicks.
CTR	Percentage of clicks over impressions, with the average cost per click.
Conversions	Attributed leads and sales.
Investment Over Time	Daily spending on campaigns.
Investment by Platform	Spending and clicks, comparing Meta Ads and Google Ads.
Attributed Revenue, Spending in the Period, ROAS, Cost per Sale	Return on investment, based on won deals from leads that came from ads.
Attribution Funnel (Ad, Lead, Sale)	Clicks, attributed leads and won deals.

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How a lead is linked to the ad

When a customer arrives through WhatsApp or Instagram from a Meta ad created in Notfy, the lead is linked to that campaign. Ads created outside Notfy are not linked automatically.

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Frequently asked questions

The dashboard numbers do not match the platform's.

Metrics are synchronized periodically, and currently only at the campaign level. Small time differences are normal.

I got the cap reached notice. How do I run again?

Increase the cap in the integration or wait for the next month, and then activate the campaigns again in the list.

I do not see the ads view on the dashboard.

It depends on an active ads integration and on the plan. See Connect accounts.

Dashboard

Dashboard overview.

Manage campaigns

Reactivate paused campaigns.