Opteo Features
A guide to all Opteo’s features, with clear explanations of how they work and when to use them.
By Shaquira and 1 other2 authors109 articles
Account Centre
How to use your Account Centre dashboard
- Account CentreLearn how to organise ad accounts, assign owners, and monitor account performance at glance in Opteo.
- Removing an ad account from an Account GroupHow to remove ad accounts from an Account Group, including ad accounts you're not linked to, and why they stay visible in the group until they're moved out.
- Customising your Account CentreLearn how to customise your Account Centre layout, metrics, and sorting.
- Account GroupsLearn how to create Account Groups to organise and manage multiple ad accounts.
- Why is an Account Group appearing in my Account Centre?Why Account Groups appear in your Account Centre, and how to remove or collapse ones you don't need.
- Assigning team leads to ad accountsLearn how to assign account owners and manage ad account responsibility.
Improvements
Guides for optimising with Opteo Improvements
- How to use ImprovementsTips and tricks for setting up Improvements5 articles
- ExclusionsUses segment performance data to flag where exclusions could improve efficiency and cut wasted spend.10 articles
- AdjustmentsHelps you take control of hidden default settings and fine-tune bid or target adjustments to protect and improve performance.29 articles
- KeywordsManage search terms, pause underperforming keywords, and adjust bids to stay in control of performance.8 articles
- NegativesManage and expand your negative keywords to keep irrelevant traffic out and performance on track.4 articles
- Hygiene6 articles
- Improvement Error TroubleshootingError when trying to apply an improvement? It could be an easy fix.1 article
Toolkit
Power tools to untangle complex datasets
- Account ManagerGuides for analysing and editing campaigns in bulk using Account Manager.3 articles
- N-Gram FinderA guide to using Opteo's n-Gram Finder tool3 articles
- RSA WriterGuide for creating responsive search ads in Opteo1 article
- ReportsHow to generate white-labelled Google Ads reports in Opteo6 articles
- Bidding ExperimentsGuide to creating campaign experiments to A/B bid strategies1 article
Alerts
Guides for setting up Opteo email and Slack alerts
- AlertsAn overview of the six alert types in Opteo, where to find them, and how to manage your alert settings.
- Mute alerts in OpteoHow to switch off a type of alert, or mute alerts for a specific account.
- Alerts via SlackWhy Slack is a better home for Opteo alerts, and how to connect your channels.
- KPI AlertsHow Opteo monitors your accounts for unusual changes in cost, clicks, impressions, and conversions.
- Zero Impression AlertBe the first to know when an account goes dark
Performance
Dashboard, Segments, Scorecard & Trends
- TrendsTrends lets you track how performance metrics evolve over time.
- ScorecardRun Google Ads Audits in seconds, with Scorecard.
- DashboardLearn how to track KPIs with charts
- SegmentsLearn how to slice up performance by audience, location, device, and other dimensions.
- Why doesn't my LinkedIn Segments data match Opteo?LinkedIn reports metrics differently than other platforms. Here's how.
AI Chat
Guides for asking questions and analysing data with AI Chat.
- Chat Tool CallsWhat Tool Calls are, which tools are available, and how they vary by platform.
- Chat TroubleshootingSolutions to common errors and issues in AI Chat.
- Team PromptsA shared prompt library for your team.
- AI Prompt LibrarySave and reuse prompts in AI Chat
- Analyse with AIHow to use AI to analyse your performance data in Opteo.
Budget Management
Guides for setting up Opteo's budget management tools
Impact Statistics
Review cost savings, time savings, and usage with Impact Statistics
Issues
Guides for identifying and resolving critical issues in your ad accounts.
- IssuesLearn how to monitor and resolve issues detected in your ad accounts.
- Meta Failed LearningHow Opteo flags Meta adsets that fail to exit the learning phase.
- SpellcheckerHow Opteo flags spelling mistakes across your ad copy.
- Viewing and managing active IssuesLearn how to review, assign, and resolve active issues in Opteo.
FAQs
Most commonly asked questions
- Why is Opteo showing an ad blocker warning?What triggers the 'Please disable your ad blocker for Opteo to work properly' notification, and how to stop it appearing, including when you've already removed your ad blocker.
- Why does my Opteo report data not match Google Ads?Troubleshooting misaligned conversion data between Google Ads and Opteo.
- How do I get in touch Opteo support?Various channels to reach the Opteo Customer Support team for help.
- Why is my account not appearing in Opteo?How to find missing accounts, and link them to your Opteo Account Centre.