Account Dashboard - Edit Account Settings
Maria Salazar avatar
Written by Maria Salazar
Updated over a week ago

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Edit Account Settings

You can edit the account’s settings directly in the Account’s Dashboard by clicking on the gear icon located in the top-right corner. You read more about the Account Dashboard here.

This will open a side tray that will give you the option to edit the following:

  • Name: change the account’s display name in the Optmyzr platform.

  • Account owner: assign or modify the account owner across team members.

  • Monthly Budget: Assigning a monthly target budget will allow you to monitor its pacing, as well as analyze projection and optimize it using our budget tools.

  • Budget Cycle: The dashboard lets you monitor monthly budgets from the beginning to the end of the month. For some accounts, you may follow a different monthly cycle that doesn't start on the 1st. You can use the cycle date field to specify custom monthly cycles.

  • Tags: You can create and add tags to your account to help you filter and quickly find that may require special attention, need to confirm they’re meeting certain goals, etc.

  • Notes: Allows you to leave account level notes for the rest of the team so everyone is aware of what needs to be known about the account.

  • Set up conversion columns: This will allow you to include specific custom conversion from the Google Ads account, as well as integrate data from your Sa360 such as actions, action groups, and saved columns. Once custom conversion columns are enabled, the selected conversions will become available across Optmyzr tools.

All settings modified through the Account Dashboard will become available on the All Accounts Dashboard and all relevant Optmyzr tools.

You can also edit account details through the All Accounts Dashboard and they'll be synchronized with the Account Dashboard and vice versa. You'll find the option to edit them by clicking on the three-dot menu at the end of each row. You. can read more about the All Account Dashboard here.

Custom Conversions Configuration

This feature gives you the ability to select specific conversions, either from Google Ads or SA360, and visualize them across Optmyzr tools for a more accurate analysis and optimization. You can contact to know more about the roadmap.

Google Ads Custom Conversions

Under ‘Google Custom Conversions’ you’ll find a dropdown including a list of custom conversions set up in the account. You can check the box of the different conversions you’d like to be reported on. You can select up to 5 custom conversions.

Note: If you wish to select more than 5 conversions, contact

SA360 Conversions

Once you've linked your SA360 account through the link accounts page, you’ll enable the option to select from the different actions, action groups, transactions, transaction groups, and saved columns that are available in your account. You can check the different entities you’d like to be reported on.

Integrating Custom Conversions in Optmyzr Tools

Configured custom conversions are currently available in the following tools. You can go to the linked articles for step-by-step instructions on how to integrate them into each tool.

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