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Configuring default budget settings for all accounts
Configuring default budget settings for all accounts

Set default budget settings for a customer portfolio.

Updated over a month ago

Certain budget settings can be configured at the customer level. Budget settings configured at the customer level impact all advertising accounts and become the default budget settings for the customer's portfolio.


Navigating to customer-level budget settings

  1. Go to Settings & Tools (gear icon) in the top menu.

  2. Select Customer Info from the dropdown.

  3. Locate the Budget Management section in Customer Info.


Configuring budget settings

Fast recovery

  • Budget Manager Fast Recovery: Toggle on to turn on fast recovery. Whenever underspend occurs, daily spend will increase for the following number of days (i.e., recovery window) to try to make up for the underspend.

  • Fast Recovery Response Days: The number of days that the budget will take to make up for underspend.

    Example: If it's the third day of the month and your budget is underspending, a seven-day recovery window will increase your spending for seven days to get back on track with the set pacing strategy. If underspend continues after seven days, the system will recalculate the increase needed to get back on track and apply the new spend for another seven days. If it's the 28th of the month, the increase in spend will only occur until the end of the month.

Budgets created via reverse sync

  • Default Pacing Strategy (e.g., READ_ONLY or EVEN): When a new budget is pulled via reverse sync, the default pacing strategy is None. Enter a different pacing strategy if you want to change the default.

  • Prorate Monthly Budgets that are created or start mid-month (set to NEVER to turn off proration): All budgets created mid-month via reverse sync are prorated based on the day it was created. Enter NEVER to turn off proration—if the budget is created mid-month, the system will aim to spend the full month's budget.

  • Default setting to Pause Campaigns when Individual Budgets Exhaust: When this is toggled on, new budgets will automatically pause campaigns when their budgets are exhausted.

Scaling budgets

  • Scale budgets automatically when the Account Approved Budget changes from customer ingest or next month scheduled budget changes: When the account budget changes, individual budget amounts will automatically scale up or down accordingly. When toggled off, the individual budget amounts will no longer scale automatically.

  • Scale budgets automatically within Budget Groups when group budgets change from customer ingest: When budget group budgets change, individual budgets within the budget group will automatically scale up or down accordingly.

Ad schedules

  • Ad Schedule Additional Late Hours on Underspend: When Relax Ad Schedules in Underspend Mitigation is on, input the number of hours to allow your campaigns to run AFTER your schedule ends.

  • Ad Schedule Additional Early Hours on Underspend: When Relax Ad Schedules in Underspend Mitigation is on, input the number of hours to allow your campaigns to run BEFORE your schedule begins.

Facebook

  • Use Facebook Invoice Billing: Use Facebook's invoice billing as opposed to credit card billing.

  • Use Facebook Account Spend Limiter: Our system initiates "Account Budget Limit" jobs for each Facebook account. These jobs compute the total number of active and non-lifetime Facebook budgets and then set an account-level spend limit at Facebook. The account budget limit we set at Facebook is the sum of the Facebook budgets at the start of the month. We continue to apply the approved account budget as a cap on spending, assuming that overspend protection is enabled and any flighted/lifetime spend isn’t included.

Google

  • Use Google Account Budget Orders: Enforces account budget orders in Google. They are created on the first of the current month after 12 a.m. and are triggered within 15 minutes of any campaign updates.

  • Accelerate the STRONG START pacing strategy for Performance Max budgets: Sets Performance Max campaigns to an even more accelerated Strong Start pacing strategy.

  • Minimum account underspend from last month in order to suggest budget rollovers/adjustments (default = $10): Change the minimum amount of underspend for an account to appear in the Budget Rollover & Adjustments tool. Suggestions are made in the light gray. If that number is equal to or greater than $10, that account will appear in the list of accounts shown. Enter a different number if you want to change this default.

Proposal

  • Proposal Default Markup: The default percentage by which the Global % Fee is increased when generating Proposals. Example: For a 20% increase, enter 0.2.

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