The first time you open an ad account, Opteo shows a setup flow in three stages: Account Setup, Targets and Algorithm Settings. It takes a few minutes, and it shapes every Improvement and Alert you get for that ad account. Nothing you choose here changes anything in the ad platform.
Stage 1: Account Setup
Fill in each section on the page, then click Continue to Targets.
Account Profile: the name and colour Opteo shows for this ad account. Renaming it here doesn't rename it in the ad platform.
Monthly Budget: your monthly spend target, used for budget pacing and Budget Alerts. You can also set an Acceptable Variance and tick Pause spend when over budget. See Pause Spend When Over Budget.
Performance Mode: choose CPA or ROAS. See Choose your Performance Mode (CPA or ROAS).
Conversion Actions: choose the conversions that matter for this ad account. See Choose your Conversion Actions.
Performance Goals: pick a Primary Goal (Conversions or Conversion Value), a Goal Cycle (daily, weekly, monthly, quarterly or yearly) and a Goal Amount. You can add a Secondary Goal too.
Google Analytics: connect GA4 to add analytics data. See Connecting Google Analytics (GA4).
Deep Linking: add the ad account's Google Ads OCID so you can click from Opteo straight into Google Ads. See Turn on Deep Linking.
Account Context: describe your target market and list your brand terms, so Agent and Opteo understand the business. See Help Agent understand your account.
Not every section shows for every ad platform. Google Analytics and Deep Linking are for Google Ads only, and LinkedIn Ads ad accounts don't have a Conversion Actions section.
Stage 2: Targets
Targets tell Opteo what acceptable CPA or ROAS looks like for each group of campaigns. Opteo groups your campaigns for you to start with: brand campaigns go into a group called Brand Campaigns, and the rest are grouped by campaign type.
Check each campaign group and its CPA or ROAS.
Move campaigns so each group holds campaigns with a similar CPA or ROAS. See Group campaigns by CPA or ROAS level.
Choose Automatic or Manual targeting for each group.
Click Continue to Algorithm Settings.
Stage 3: Algorithm Settings
Algorithm Settings let you adjust the thresholds Opteo uses to find Improvements for this ad account. The defaults work well for most ad accounts. See Algorithm Settings.
Click Complete Account Setup to finish. Opteo takes you to Improvements.
Skipping setup
You can click Skip Account Setup and come back to it later. Everything in the flow lives in the ad account's Settings (at the bottom of the left-hand menu inside the ad account) and on the Targets page, so you can change it at any time.