Ready to create a budget for your campaigns? In this step-by-step guide, we'll walk you through the process of creating a budget in Fluency.
Note: The term "budget" is used in different ways. In this specific context, we're referring to an account budget. An account budget represents a specific amount of money allotted on a monthly basis for an account. You can have more than one budget per account.
How to create a budget
Go to Manage (globe icon) in the left menu.
Select Accounts.
Click on an account from the list.
In the Budgets tab, click the Create New Budget (+ icon) on the right.
Select a budget type:
Shared: A budget shared among multiple campaigns.
Single: A budget applied to only one campaign.
Choose the Advertising Channel for the budget.
Fill in your preferences under Basic Settings:
Budget Name
Budget Type
Monthly: Run a recurring monthly budget at a set value. You can update the budget at any time throughout the month.
Flighted: The budget will have specific start and end dates. Note: If you are creating a budget for Meta (Facebook) campaigns, flighted budgets will be the same as Facebook's lifetime budgets.
Assign a Monthly budget amount. Note: Unused budget amounts will not roll over. Set a Temporary Budget Adjustment Amount under Pacing settings if you want to move any unused budget to the following month, if desired.
Choose underspend mitigation settings.
Select a pacing strategy and configure additional pacing preferences.
Click Save and Exit.
What's next? Now that you've created a budget, you can assign a campaign to the budget.