In this step-by-step guide, we'll walk you through the process of creating a budget in Fluency.
Creating a budget
Hover over Manage (globe icon) in the left menu, and select Accounts.
Click on an account from the list.
In the Budgets tab, click the Create New Budget (+ icon) on the right.
Choose the Advertising Channel for the budget.
Select a budget type:
Shared: A budget shared among multiple campaigns.
Single: A budget applied to only one campaign.
Fill in your preferences under Basic Settings:
Budget Name (required)
(Optional) Budget Group: Select a budget group or create a new one.
Budget Type
Monthly: Set a recurring monthly budget. You can update the budget at any time throughout the month.
Flighted: Set a budget amount and 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.
Select a pacing strategy and configure additional pacing automation settings.
Choose underspend mitigation settings.
Click Save and Create Campaign to create a campaign for this budget.
Note: You can assign one campaign or multiple campaigns to a budget.