To tailor Opteo’s features to meet the specific needs of your Google Ads account, you’ll need to set up each individual Google Ads account with key details and goals.
In Opteo, we refer to these individual Google Ads accounts as "clients" to differentiate them from your general Opteo account settings.
When you first open a client account in Opteo, you’ll automatically be guided through the account setup wizard. This will help you configure the settings that will allow Opteo to optimise performance effectively.
Here’s what you’ll need to do during the setup:
Monthly Budgets
Enter your monthly spending target so Opteo can help pace your campaigns. Leave blank if not applicable.
Acceptable variance: If you’d like Opteo to pause campaigns when your budget is exhausted, but are willing to go over by a certain percentage, enter that acceptable variance here
Pause spend when over budget: Tick this box to have Opteo automatically pause campaigns once you’ve reached your monthly budget target.
Performance Mode
Choose between ROAS or CPA mode for each account. This helps Opteo understand if it should optimise for conversions or conversion value.
Conversion Actions
Select the specific conversion actions that matter the most, so Opteo can optimise for the outcomes that drive your business.
Performance Goals
Primary Goal: Choose either Conversions or Conversion Value as the main metric for this account.
Goal Cycle: Set the preferred cadence you like to measure goals with, whether it’s daily, weekly, monthly, quarterly or yearly.
Goal Amount: Enter the target based on the selected cycle. For example, if you chose Conversions and a Weekly cadence, input the number of conversions you aim to achieve each week.
Secondary Goal: Add a secondary metric you’d like to track.
Connect Google Analytics
Connect your Google Analytics account to Opteo to import GA4 data. This will power your Opteo Reports and Scorecard.
When setup is complete, click Continue to Campaign Groups to start organising your campaigns in Opteo for optimised performance.
If you accidentally skip the wizard, or need to make changes to your setup, you can always edit your client settings. Check out our guide for editing the settings for your Google Ads accounts inside Opteo here: Edit client settings.