Let's supercharge your roas

Ready to get started with Optily?

On this page, you’ll find some helpful tips to make the most of your time with the Optily+ team, so we can help you scale your business fast.

Step 1: Account Audit & Opportunity Report Access

As part of the Optily onboarding process we undertake a complementary and strictly confidential audit of your accounts. This enables us to assess performance strength and growth opportunities for new clients. Please complete the steps outlined here to provide us with the necessary access:

  1. Please click here to install the Optily – Sales Supercharger app in your Shopify store.
  2. Choose the Accelerate plan.
    (This plan is free for 14 days which will give us adequate time to review performance. If you uninstall within 14 days, no charge will be applied to your account.)
  3. Connect your Meta and Google ad accounts
  4. Once installed, Optily will send a Collaborator access request which will enable us to access the app and review performance data. Please provide us with access to ONLY the Optily app.
    1. Click on the Admin (cog symbol), then click on “View Access Management” and click on the blue “+” circle in the top right corner
    2. Add google@optily.com as “Viewer”
  1. Please share your 10 digit Google Ads account ID (XXX XXX XXXX) with us via email: google@optily.com (or directly to your Optily contact).
  2. Approve the read-only access request you will subsequently receive from Optily Manager Account
  1. Go to your Facebook Business Manager account
  2. Go to Business settings (click 3 lines at top left of screen to find the link)
  3. Under Users, click Partners
  4. Click + Add
  5. Add Optily as a partner by selecting Give a Partner Access to Your Assets
  6. Optily business account ID =  961032370577274
  7. Click Next
  8. Grant access to the following assets
    1. Facebook Page: View Page performance & create ads
    2. Ad Account: View performance
    3. Pixel: View Pixels
    4. Catalog: Create ads (partial access)
  9. Click Save Changes
  1. Go to your Business Center and click the Members on the navigation bar on the left.
  2. Click Invite Member
  3. Enter the email address google@optily.com and select Standard access
  4. Click Next
  5. Click Skip or Confirm and your invitation will be sent.
  1. Share your 8 digit Microsoft Ads account ID by clicking the button below (XXX XXX XXXX)
  2. The Optily Squad will send you an access request using your supplied ID
  3. Approve the access request and that’s it



Submit your Microsoft Ads ID here

To grant access to additional users, follow these steps:

 

  1. Sign in to your Merchant Center account
  2. Click the tools iconTools and setting menu icon [Gear], then select Account access under the “Settings” menu
  3. Click the plus button plus
  4. Enter google@optily.com
  5. Click Add user
  6. On the next page, select the level of user access you’d like to grant, and email preferences for that user
  7. Click Save

 

After you’ve done this, the Optily Squad will receive the invitation and accept it. 

Step 1: Account Audit & Opportunity Report Access

As part of the Optily onboarding process we undertake a complementary and strictly confidential audit of your accounts. This enables us to assess performance strength and growth opportunities for new clients. Please complete the steps outlined here to provide us with the necessary access:

  1. Please click here to install the Optily – Sales Supercharger app in your Shopify store.
  2. Choose the Accelerate plan.
    (This plan is free for 14 days which will give us adequate time to review performance. If you uninstall within 14 days, no charge will be applied to your account.)
  3. Connect your Meta and Google ad accounts
  4. Once installed, Optily will send a Collaborator access request which will enable us to access the app and review performance data. Please provide us with access to ONLY the Optily app.
    1. Click on the Admin (cog symbol), then click on “View Access Management” and click on the blue “+” circle in the top right corner
    2. Add google@optily.com as “Viewer”
  1. Please share your 10 digit Google Ads account ID (XXX XXX XXXX) with us via email: google@optily.com (or directly to your Optily contact).
  2. Approve the read-only access request you will subsequently receive from Optily Manager Account
  1. Go to your Facebook Business Manager account
  2. Go to Business settings (click 3 lines at top left of screen to find the link)
  3. Under Users, click Partners
  4. Click + Add
  5. Add Optily as a partner by selecting Give a Partner Access to Your Assets
  6. Optily business account ID =  961032370577274
  7. Click Next
  8. Grant access to the following assets
    1. Facebook Page: View Page performance & create ads
    2. Ad Account: View performance
    3. Pixel: View Pixels
    4. Catalog: Create ads (partial access)
  9. Click Save Changes
  1. Go to your Business Center and click the Members on the navigation bar on the left.
  2. Click Invite Member
  3. Enter the email address google@optily.com and select Standard access
  4. Click Next
  5. Click Skip or Confirm and your invitation will be sent.
  1. Share your 8 digit Microsoft Ads account ID by clicking the button below (XXX XXX XXXX)
  2. The Optily Squad will send you an access request using your supplied ID
  3. Approve the access request and that’s it



Submit your Microsoft Ads ID here

To grant access to additional users, follow these steps:

 

  1. Sign in to your Merchant Center account
  2. Click the tools iconTools and setting menu icon [Gear], then select Account access under the “Settings” menu
  3. Click the plus button plus
  4. Enter google@optily.com
  5. Click Add user
  6. On the next page, select the level of user access you’d like to grant, and email preferences for that user
  7. Click Save

 

After you’ve done this, the Optily Squad will receive the invitation and accept it. 

Step 2: Let's get software-ready​

Whether you’re using Optily’s software independently or you’re working with the Optily+ team for a fully managed service, each Optily customer benefits from our innovative software solutions. To ensure it delivers optimal results, we need you to follow some best practices. 

Check out the videos below for the latest guidance. 

UTMs the Optily Way

Setting up your UTMs correctly will provide you with accurate campaign attribution from the start. This video guide will walk you through this simple process.

Facebook's CBO Setting

Campaign Budget Optimization, or CBO, is a setting on Facebook that enables budget redistribution. If you don’t have CBO switched on for your campaigns, Optily’s software is unable to read and update your campaigns. It’s a super quick, but powerful change to help supercharge your ROAS.

Funnel Strategy & Creative

We have put together a quick marketing funnel refresher and some tips for your creative strategy. We know video ads can be an overwhelming task but we hope these guidelines will make the prospect a little easier.

UTMs the Optily Way

Setting up your UTMs correctly will provide you with accurate campaign attribution from the start. This video guide will walk you through this simple process.

Facebook's CBO Setting

Campaign Budget Optimization, or CBO, is a setting on Facebook that enables budget redistribution. If you don’t have CBO switched on for your campaigns, Optily’s software is unable to read and update your campaigns. It’s a super quick, but powerful change to help supercharge your ROAS.

Funnel Strategy & Creative

We have put together a quick marketing funnel refresher and some tips for your creative strategy. We know video ads can be an overwhelming task but we hope these guidelines will make the prospect a little easier.

Step 3: Let's consider creative and copy

Have you discussed creative and copy requirements with a member of the Optily Squad? 

Take a walk through this form, where we’ve put together a list of the various creative asset types and specifications. You’ll also find a link to a consolidated copy document, that includes helpful tips for drafting your ad copy. 

Please complete the form below to submit your Google Ads and/or Microsoft Ads ID

The Optily Squad will then use your ID to send an account linking request. Look out for it in your Google and/or Microsoft Ads account notifications. 

Limited Launch Offer

Install Optily today on our Starter plan to receive 12 months FREE access, and UNLIMITED expert support from our digital ad squad.

Offer ends January 31, 2023

+

Optily has partnered with Clearco to provide you with financial tools to grow your business.

Start your funding application below. Approval can take as little as 24 hours and every funded account receives 3 months of Optily software for FREE.