Opteo

Everything you need to get Opteo up and running: your ad accounts, your team and your settings.

Getting Started

What Opteo does, and the three steps to get your ad accounts set up.

Getting started in Opteo

Walk through Account Setup, Targets and Algorithm Settings when you open an ad account in Opteo for the first time.

Set up an ad account for the first time

What each icon in Opteo's left-hand menu does, from Accounts and Agent to Alerts and your settings.

Find your way around Opteo

Your first steps in Opteo, from finding your way around to setting up your first ad account.

Getting Started Guide

Choose which ad accounts Opteo works on, who sees them, and where to go next.

Linked Accounts Overview

Connect an ad platform login or manager account so Opteo can find your ad accounts.

Import ad accounts into Opteo

Switch Opteo on or off for an ad account, for your whole team.

Link or unlink an ad account

Connect or disconnect yourself from a linked ad account. Only your view changes.

Show or hide an ad account on your Accounts page

Linking is for your whole team. Connecting is for you. Here's how they differ.

Linked vs connected ad accounts

Reconnect an ad account Opteo can no longer reach, before it's removed after 90 days.

Fix an ad account showing Connection Broken or Access Lost

What Spend/mo, Connected, Changelog Email and Team Members mean on the Linked Accounts page.

Linked Accounts columns explained

What to do if you have issues connecting your Microsoft account to Opteo.

Microsoft Ads Connection Issue

Import your ad accounts, choose which ones Opteo works on, and decide who sees them.

Linked Accounts

Who's on your Opteo team, what teammates can see, and the two roles.

Team Members Overview

How to sign in to Opteo, including social login options and 2FA.

Signing in to Opteo

What you can change in Account Settings, Team Management, Billing and Invoices, and Impact Statistics.

Your account settings pages

What admins can do that users can't, and how to make someone an admin.

Admin and User roles

Remove someone from your Opteo team, and what's deleted when you do.

Remove a team member

Learn how to update your name, username or password in Opteo.

Change your name, password, or username

Learn how to upload or change your profile picture in Opteo.

Update your profile picture

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

Find your way around an ad account

A first-day checklist for you and your team: profile picture, teammates, and access to ad accounts.

Set up your Opteo account

Add a teammate to your Opteo team, and what to do if their email is already registered.

Invite a team member

Choose which teammates can see and work on each ad account, in bulk.

Give team members access to ad accounts

Manage your login, your team and who can do what.

Opteo Account Settings

Every section of an ad account's Settings page, which ad platforms have it, and where to learn more.

Ad Account Settings Overview

See the changes made to an ad account through Opteo: what changed, when, and who changed it.

Changelog Overview

Why campaign groups in Targets should hold campaigns with similar CPA or ROAS, and how Automatic and Manual targeting work.

Group campaigns by CPA or ROAS level

Add a monthly budget to an ad account so Opteo can track spend, warn you about pacing and, on Google Ads, pause spend when you go over.

Set your Monthly Budget

Set a conversions or conversion value goal for an ad account, and track whether it's on course to hit it.

Set your Performance Goals

Tell Agent who the business sells to, its brand terms, competitors, industry and how the ad account is set up.

Add your Account Context, Competitors and Industry

Record changes made outside Opteo, or the reason behind a decision, in an ad account's Changelog.

Add a note to the Changelog

Organise campaigns into groups on the Targets page, and give each group a CPA or ROAS target and its own conversion actions.

Set up your Campaign Groups and Targets

How to connect GA4 to Opteo, on an Account Group and on a single ad account, and what each connection powers.

Connecting Google Analytics (GA4)

Make campaigns, ad groups and keywords in Opteo open straight in Google Ads.

Turn on Deep Linking (Google Ads)

Tell Opteo whether an ad account should be judged on cost per conversion or return on ad spend.

Choose your Performance Mode (CPA or ROAS)

Pick the conversion actions that count for an ad account, so Opteo's numbers and Improvements are based on what matters.

Choose your Conversion Actions

Tell Opteo what success looks like for each ad account: budget, goals, conversion actions, targets and more.

Ad Account Settings

Create a custom design with text, images, and links

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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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