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Opta Quick Start Guide

Everything you need to know when you're just getting started

Using the Global Suppression ListThis video explains how to add a global suppression list to your Opta account and how export and share existing suppression lists.
How to set up an HTTP POST campaign in OptaThis video shows you how to create a campaign from scratch and then post to an endpoint with an HTTP POST posting flow.
How to set up a JSON post in OptaThis video explains how to set up a posting flow using JSON in Opta.
Dashboard Overview & Navigation GuideThis article explains how to use the Opta dashboard to monitor lead activity, customize your layout, and navigate the platform efficiently.
Managing Advertisers and Publishers in OptaLearn how to use the Partners section in Opta to manage advertisers and publishers, configure access, and link them to campaigns.
Campaigns Overview & ToolsUse the Campaigns section to manage campaigns, manage default/bulk fields, view posting instructions, apply suppression, & schedule tasks.
Opta Reporting OverviewLearn how to use Opta’s reporting tools to analyze campaign performance, troubleshoot rejections, monitor caps, & analyze publishers.
Using Reject Reporting in OptaUnderstand why leads get rejected in Opta and how to troubleshoot delivery issues across campaigns, advertisers, and publishers.
A Guide to Opta Lead LogsHow to look up live & test leads, export lead data, view posting histories & outcomes, and troubleshoot live & test leads.
Multi-Buyer Campaigns in OptaSet up multi-buyer campaigns with individual buyer configurations, routing options, and waterfall settings for optimized lead distribution.