What is a segmented budget?
A segmented budget is a pacing strategy that allows you to divide a budget into specific flights (or time periods) within a month. This may be helpful when you get requests to spend exact budget amounts during flighted sales, holidays, etc. You can set up segmented budgets in Manage in budget settings or in Blueprint editor.
Setting up a segmented budget pacing strategy
Note: The instructions below are for existing budgets in Manage. You can also configure a segmented budget pacing strategy during budget creation.
Go to Manage (globe icon) in the left menu.
Select Accounts.
Click on an account.
Select a budget.
Go to Settings & Tools under Budget Actions near the top.
In the Pacing section, select Show All Pacing Strategies.
Select Segmented (Recurring) or Segmented (One-Time):
Recurring: The same segment is used every month. Set a time period based on the days of the month.
One-Time: The segment has a definitive start and end date. Set a time period based on specific dates within the month.
Scroll up to the Basic Settings section.
Set an Allocation Type:
By Amount: Designate specific dollar amounts for each segment.
By Percent: Designate a percentage of the budget for each segment. Enter the total budget in the Budget Amount field above.
Fill in the Segment Configuration:
Enter the Monthly Start Date and Monthly End Date Start/End Dates for the first segment. Note: For a Segmented (Recurring) strategy, select the days of the month. For a Segmented (One-Time) strategy, select the dates of the month.
Enter an Allocation (the budget amount) for your first segment (dollar value or percentage).
Click + Add New Segment for the next date range.
Ensure all the segments together equal the Monthly Budget Amount.
Set Budget Segment Preferences:
Reactivate Campaigns When Active: Enable campaign(s) during an active budget segment.
Pause Campaigns When Inactive: Pause campaign(s) when a budget segment has ended and there are no active segments.
Strict Segments: Disallow a subsequent segment to make up for underspend from a previous segment (in the same month).
Click Save.
