Budgeting in Fluency vs. in advertising partners
The budgeting workflow in Fluency has some differences from advertising partners. There are three foundational terms to understand:
Spend Limit. The approved total budget for each account
Budget. An individual budget assigned to a specific campaign or multiple campaigns
Total Budget. The sum of all budgets assigned to all campaigns
💡 Ideally, the total budget should equal the spend limit. If the total budget is greater, it means a portion of the budget could remain unused.
Finding an account’s budget and spend
Budget, total budget, and spend limit can be found in different locations:
Total budget and spend limit
Go to Manage (globe icon) in the left menu.
Select Accounts.
Choose an account from the list.
Locate the metrics row above the budgets table.
Note: The spend limit will be in red if it doesn't match the total budget.
Finding a budget's settings
Go to Manage (globe icon) in the left menu.
Select Accounts.
Click on an account in the list.
In the budgets table, click on a budget.
Go to Settings & Tools under Budget Actions near the top.
Make any necessary updates to the budget's settings, and select Save.
To close the budget settings drawer, click the X icon in the top-right.
You can also manage an account’s budget settings.
Available budget settings
Basic settings
Budget Type
Monthly: The same budget will reoccur on a monthly basis and will run for the entire month at a set value.
Flighted: Budgets will have start and end dates and run for that duration.
Recurring Monthly: The monthly amount for the budget
Advertising Channel: Partner for the budget
Group: Grouping for the budget
Monthly pacing plan: View a performance graph to help you visualize the month’s spend progress.
Pacing: Pacing strategies automatically adjust your daily budgets to spend 100% of your account budget.
Budget automation: Set up budget automations to decrease the amount of manual work.
Underspend mitigation: Automatically address any underspend issues as a month progresses.
Strategies for managing account and campaign budgets
🚀 Ready to create a budget? Learn more here.