Opteo

Learn how to configure and manage the settings that apply to each individual ad account in Opteo.

Ad account settings in Opteo

Use the Changelog to see a full history of changes made to an ad account through Opteo: what changed, when, and who changed it.

Changelog

A guide to setting up your campaign groups, targets and conversion actions for the Improvements.

Targets, Campaign Groups and Conversion Actions

Link GA4 to Opteo for deeper reporting insights.

Connecting Google Analytics (GA4)

Add an OCID attribute to an account via the Settings page to enable deep linking.

Deep linking

Shaquira Jeyasingh

Emma Dahlmann

Configure your Google, Meta, Microsoft, LinkedIn and TikTok as accounts for accurate optimisation

Ad Account Settings

Create a custom design with text, images, and links

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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