Each ad account in Opteo has its own Settings. They tell Opteo what success looks like for that ad account, so its data, Improvements, alerts and Agent's answers fit your goals.
These settings only change Opteo. Nothing here changes your ad account in the ad platform. They're also separate from your own settings, like your profile and billing. See Your account settings pages.
Open Settings
Open the ad account from the Accounts page.
Click Settings at the bottom of the left-hand menu.
The first time you open an ad account, Opteo walks you through the most important settings. See Set up an ad account for the first time.
Each section has its own Update button, so save one section before moving on to the next. Use Sections at the top right to jump to a section.
What's on the page
Sections appear in this order. Some only appear for the ad platforms they apply to.
Section | What it's for | Ad platforms |
Account Profile | The ad account's name and colour in Opteo | All |
Monthly Budget | Track spend against a monthly budget. See Set your Monthly Budget | All |
Performance Mode | Judge performance by CPA or ROAS. See Choose your Performance Mode | All |
Conversion Actions | Which conversions count. See Choose your Conversion Actions | Google Ads, Microsoft Ads, Meta Ads |
Performance Goals | Targets to track progress against. See Set your Performance Goals | All |
Connect Google Analytics | Bring in GA4 data. See Connecting Google Analytics (GA4) | Google Ads |
Connect Slack Channel | Send this ad account's alerts to their own Slack channel. See Send alerts to Slack | All |
Deep Linking | Open campaigns and keywords straight in Google Ads. See Turn on Deep Linking | Google Ads |
Account Context, Account Competitors, Account Industry | Tell Agent about the business. See Add your Account Context, Competitors and Industry | All |
Alert Settings | Mute email or Slack alerts for this ad account. See Mute alerts for an ad account | All |
Active Improvement Types | Switch off Improvement types that don't suit this ad account, for your whole team. See Choose which Improvement types you see | All with Improvements |
Account Structure Overview | A short description of how the ad account is set up. See Add your Account Context, Competitors and Industry | All |
SERP Country | The country used for search result previews | Google Ads, Microsoft Ads |
Change History Email | The email shown in the ad platform's change history | All |
Account Profile
Change the ad account's Account Name and Account Colour, then click Update Account Profile. The new name only shows in Opteo. It doesn't rename the ad account in the ad platform.
If the ad account is in an Account Group, it takes the group's colour automatically, so you can't change it here.
SERP Country
Search result previews in Opteo use the country that matches your ad account's timezone, shown as Native SERP Country. If you advertise in another country, choose it in SERP Country Override and click Update SERP Country.
Change History Email
When you make a change through Opteo, the ad platform's change history shows the email address of the connection Opteo used. If more than one person has connected this ad account, choose whose email appears in Change History Email, then click Update Change History Email.
Targets
Campaign groups and CPA or ROAS targets live on their own page, Targets, just above Settings in the left-hand menu. See Set up your Campaign Groups and Targets.