What are Client Settings?
In Opteo, each ad account you manage is called a “client.”
This term helps distinguish between different accounts — especially useful for agencies managing many clients or brands managing multiple business units.
Client Settings are the unique settings that apply to a single ad account. They’re different from your overall Opteo account or team-wide settings.
Where to find Client Settings
To access the Client Settings for any ad account:
Open the account inside Opteo
Click Settings at the top of the screen
You’ll now see the settings specific to that client (i.e. ad account).
What lives in Client Settings?
Here’s a quick overview of the different tools and toggles you’ll find:
Section | What it controls |
Account Profile | Display name and colour for this account inside Opteo |
Monthly Budget | Target budget used for pacing alerts and auto-pause |
Performance Mode | Whether CPA or ROAS is the primary KPI |
Conversion Actions | Which conversions Opteo focuses on |
Performance Goals | Track progress against target outcomes |
Google Analytics | Link GA4 data to Opteo reports |
Slack Alerts | Route alerts for this client to a dedicated Slack channel |
Deep Linking | Jump straight into Google Ads from entity links in Opteo |
Alert Preferences | Mute email/Slack alerts for this client |
SERP Country | Choose which country’s search results you see for previews |
Each section has its own “Update” button — so don’t forget to save your changes before exiting.
FAQs
Q: Do these settings affect all users?
A: Some settings (like display name or budget) affect everyone. Others, like email alert preferences, only affect the individual user.
Q: Can I use these settings to rename accounts?
A: Only inside Opteo — the display name does not affect the name of the account in the actual ad platform.
Q: Are these settings required?
A: Not all of them. But setting a monthly budget and performance mode helps unlock key Opteo features like budget pacing, scorecard accuracy, and more relevant insights.