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Find your way around an ad account

The menu inside an ad account: what each page is for, which ad platforms have it, and how to switch ad accounts.

When you open an ad account from the Accounts page, a second menu appears next to Opteo's main left-hand menu. It holds that ad account's pages. The main menu stays where it is. See Find your way around Opteo.

Switch ad accounts

The ad account's name sits at the top of the menu. Click it, or press / on your keyboard, to search for another ad account and jump straight to it. To go back to the Accounts page, click the Opteo logo at the top of the main menu.

What's in the menu

Page

What it's for

Ad platforms

Improvements

Changes Opteo recommends, ready to review and push. See Improvements Overview

All

Issues

Problems that stop your ads running properly. See Issues Overview

All

Dashboard

Your key numbers and graphs. See Dashboard

All

Scorecard

An audit of the ad account against best practice. See Scorecard

Google Ads

Segments

Performance broken down by device, location and more. See Segments

All

Trends

How performance is changing between two periods. See Trends

All

Account Manager

Your campaigns, ad groups and keywords in one table, with bulk edits. See Account Manager

All

N-Gram Finder

Find wasteful words across your search terms. See N-Gram Finder

Google Ads, Microsoft Ads

Changelog

Every change made through Opteo, plus your team's notes. See Changelog Overview

All

Targets

Campaign groups and CPA or ROAS targets. See Set up your Campaign Groups and Targets

All

Settings

The ad account's budget, goals, conversion actions and more. See Ad Account Settings Overview

All

Improvements and Issues each have tabs for active, completed or resolved, and dismissed or ignored items. Dashboard, Scorecard, Segments and Trends sit under Performance, and Account Manager and N-Gram Finder under Toolkit. Targets and Settings are at the bottom of the menu.

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