When you first sign up, youâll land on Linked Accounts. This is where everything starts.
Step 1: Link your ad accounts (<5 minutes)
Your first job is to connect the accounts you manage:
Link all Google Ads accounts from the Unlinked tab
If needed, connect additional MCCs by clicking Import Account
Switch platforms in the top-right corner to add Microsoft, Meta or LinkedIn accounts.
Good to know:
No notifications are sent to account owners when linking via Opteo
Youâll assign team members to specific accounts later
Once your accounts are linked, youâre ready to personalise your workspace.
Step 2: Set up your profile & notifications (2 minutes)
Head to Account Settings by clicking your avatar at the bottom-left and:
Add a profile picture
Invite your team
Define alert settings
If you use Slack, connect it here to send notifications into a dedicated channel. This keeps improvements and alerts visible without cluttering inboxes.
Step 3: Organise your Account Centre (5 minutes)
Before diving into optimisation, take a moment to structure your view.
Create Account Groups
Assign a team member to each account
Adjust metrics, date range, and sorting (top right corner)
A clean account centre makes it easier to prioritise and spot opportunities quickly.
Step 4: Configure each ad account (3 minutes per account)
This is the most important step. It defines how Opteo understands performance.
When you open an account for the first time, youâll go through a short setup flow.
Part 1: Core account settings
Youâll be asked to configure:
Monthly budget (optional)
Enter your monthly spending target so Opteo can help pace your campaigns. Leave blank if not applicable.
Acceptable variance: If youâd 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 youâve reached your monthly budget target.
Performance Mode
To optimise an account effectively, it's helpful to understand its primary KPI. Opteo offers two KPI modes: CPA mode or ROAS mode.
Your chosen mode influences all Opteo features. It does not affect your ad account settings at all, it simply helps Opteo understand your optimisation goals. Specifically, it determines whether we focus on conversion value/ROAS data or CPA/conversion data.
ROAS mode is typically best for eCommerce accounts, since it gives Opteo access to conversion value and ROAS data to make profit-focused recommendations. That said, lead-gen accounts can also benefit from ROAS mode if you track conversion values.
âCPA mode is usually best for lead-generation accounts, where the main goal is improve efficiency while still driving more conversions.
Conversion Actions
Choose 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 itâs 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 youâd like to track.
Analytics connection
Connect Google Analytics to enrich performance data.
Deep linking (OCID test)
Click âTest OCIDâ and confirm your Ads account opens.
This allows one-click navigation from Opteo directly into Google Ads entities.
Part 2: Set up Targets (critical for good recommendations)
Targets tell Opteo what acceptable performance looks like. Before using Improvements, take a few minutes to structure this properly.
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Step 1: Choose your conversion actions first
Opteo's Improvements are based on CPA or ROAS goals, so youâll get the best results when Opteo is evaluating the right conversions. Once youâve selected your conversion actions, you can review each campaignâs CPA or ROAS and quickly spot which campaigns belong together.
Step 2: Create campaign groups based on similar CPA/ROAS levels
When you place campaigns in the same group of campaigns, Opteo assumes they should be judged against the same CPA/ROAS goal. That means:
Opteo will use one shared CPA/ROAS target as the baseline across all campaigns in that campaign group.
Improvements will be generated based on how each campaign performs relative to that baseline
If campaigns with very different CPA/ROAS are grouped together, Opteo may treat the higher-CPA/lower-ROAS campaigns as underperforming and generate more aggressive recommendations to push them closer to the average. In practice, this can often reduce conversion volume significantly, which is usually not what you want.
Because of this, itâs generally more important to group campaigns by similar CPA/ROAS levels than by campaign theme.
For example, competitor campaigns often have a naturally higher CPA/lower ROAS than brand or generic campaigns, so they should usually sit in a separate campaign.
Automatic vs manual targeting
For each campaign group, you can choose how Opteo sets the CPA/ROAS baseline:
Automatic Targeting: uses the last 90 daysâ average CPA across the campaigns in that Target
Manual Targeting: lets you enter the CPA/ROAS target yourself
This does not change anything inside the ad account. It only affects how Opteo evaluates performance and generates Improvements.
Cross-campaign analysis (when relevant)
Most Opteo analysis happens at the individual campaign level. However, some improvements can use combined data across campaigns within the same campaign group, such as Add N-Gram Negatives.
Youâre all set đ
Once your accounts are linked and configured, youâre ready to start exploring Opteo.
Your Improvements, pacing insights, and performance tracking will now reflect the structure and goals youâve defined. If anything changes, you can always adjust settings, Targets, or conversion selections later.
Thatâs it for setup.
Welcome aboard â weâre excited to have you. đ