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 authors101 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.
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 Improvements4 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.25 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.
Analyse with AIHow to use AI to analyse your performance data in Opteo.
AI ChatHow Chat works, what it can do, and how to get the best out of it.
Budget Management
Guides for setting up Opteo's budget management tools
Budget PacingHow to set monthly budget targets in Opteo, to unlock the pacing tool and budget alerts.
Pause Spend When Over BudgetHow to prevent overspending your ad budget.
Impact Statistics
Review cost savings, time savings, and usage with Impact Statistics
Impact StatisticsA report designed to estimate the impact Opteo has had for your team and for your accounts.
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 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.