Your ad account settings help Opteo understand what success looks like for each account. Once configured, Opteo can analyse performance more accurately and surface Improvements that align with your goals.

These settings apply only to the specific ad account you’re viewing. They’re separate from your Opteo account settings, like your profile details or billing preferences.

The first time you open an ad account, Opteo will guide you through a short setup flow.
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If you skip it or need to update anything later, you can always return by opening the ad account and click Settings (bottom-left) in the ad account left navigation bar.

Below is an overview of the main sections and what they control.

Use the Monthly Budget setting if the account needs to stay within a specific monthly spend target.

When configured, Opteo can monitor pacing throughout the month and alert you if spend is running ahead or behind schedule.

→ Read the full guide to Budget Pacing

If you don't want to risk exceeding your monthly budget target in a calendar month, you can also enable an option to automatically pause campaigns when the budget is reached.

When toggled on, Opteo will pause campaigns in the ad platform once the budget is reached. Opteo will then automatically enable paused campaigns on the 1st of the following month, when the new budget cycle begins.

If you're comfortable slightly exceeding the budget before campaigns are paused, enter the percentage the budget can go over the target.

→ Read the full guide to Pause Spend When Over Budget

Performance Mode tells Opteo which KPI matters most to the ad account.

Choose between:

This does not change anything inside your ad account. It only affects how Opteo evaluates performance and generates Improvements.

Choose which conversion actions broadly represent success for this ad account.

Click the pencil icon to open the full list of conversion actions, then select the ones that matter most to this business. These selections act as the default signals Opteo uses to understand performance across the account.

You can customise conversion actions later in more specific places. For example, you can choose different actions for particular campaigns when reviewing Improvements, or select different conversions when exploring graphs and reports.

Opteo pulls all your Google Ads conversion actions (primary + secondary), but not all of them matter equally to your business.

By selecting the actions that actually count:

Performance Goals define what success looks like for this ad account. Opteo uses these goals to track whether the account is on pace to hit its targets.

You’ll see this reflected in places like the goal progress bar in the Account Centre, helping you quickly understand which accounts are on track and which need attention.

You can configure:

Primary Goal

Choose whether the account’s main objective is Conversions or Conversion Value.

Set the time frame for the goal - daily, weekly, monthly, quarterly, or yearly.

Goal Amount

Enter the target for that period — how many conversions or how much conversion value you aim to generate.

Secondary Goal (optional)

Track an additional KPI alongside the primary goal for extra context.

These goals don’t change anything in the ad platform. They simply give Opteo a clear reference point for evaluating performance.

Connect Google Analytics 4 (GA4) to enrich your performance data in Opteo.

Once connected, Opteo can pull in additional website and conversion data from GA4. This gives you a clearer picture of how ad traffic behaves after users land on your site.

→ Read the full guide to Connecting Google Analytics (GA4)

Route all Opteo alerts for this ad account to a dedicated Slack channel, if needed.

→ Read the full guide to Getting Opteo Alerts in Slack

Deep linking lets you open Google Ads entities directly from Opteo. When enabled, clicking a campaign, ad group, or keyword in Opteo will take you straight to the corresponding page in Google Ads.

In most cases this is enabled automatically, but you can also configure it manually by adding the account’s OCID.

→ Read the full guide to Deep Linking (OCID)

These fields help power Chat by giving it a better understanding of your business, competitors, and account structure. The more context you provide, the more relevant any AI-generated suggestions will be.

Add a short target market statement describing the specific audience or customer group this business is targeting.

This input helps Chat with things like:

You can also add a comma-separated list of brand terms — words or phrases people would use when searching directly for your brand.

Add links to competitor websites. These URLs are used to give Chat context about your competitive landscape, which improves things like:

Select the industry that best matches this ad account. This allows Opteo to:

Add a short description (up to 500 characters) explaining how the account is structured. For example, you might describe:

This field provides additional context for Chat, helping Opteo better interpret performance patterns and recommendations.

You can mute email or Slack alerts for this specific ad account if needed.

Choose which country’s search results you see in any previews in Opteo.

By default, Search Engine Results Page (SERP) previews are based on the location and timezone of your ad account. If you want to preview results from a different country, you can override this by selecting a country from the dropdown.

This is useful if you manage campaigns targeting a market outside your own location and want to see how ads appear in that region.

When Opteo makes a change to this ad account, the email address listed here will appear in the ad platform’s Change History.

If the account is connected to Opteo through multiple users, you can choose which email address should appear in the Change History using the dropdown below.

Campaign grouping and performance baselines are managed separately under Targets.

To learn how to organise campaigns, set CPA or ROAS baselines, and configure Improvements properly, read our full guide here:

→ Guide to the Targets settings