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Setting up budgets in Blueprints
Setting up budgets in Blueprints

Streamline budget management across campaigns with Blueprint-level configurations.

Updated over 6 months ago

Eliminate the need to recreate budgets across multiple campaigns by setting up budgeting preferences at the Blueprint level. There are two steps to the process—first set up a budget configuration and then link it to a campaign within a Blueprint.


Step #1: Set up a budget configuration in a Blueprint

  1. Go to Blueprints in the top menu.

  2. Choose a Blueprint from the list on the left.

  3. Expand the Settings & Configuration dropdown and navigate to the Budget Config. tab.

  4. Click + Add a Budget Configuration.

  5. Click Search to pull up a list of channels.

  6. Select a channel (Search, Shopping, Display, Facebook, YouTube, or Performance Max) and enter a name in the field.

  7. Click the ➕ button to finish adding the budget configuration.

  8. Input your settings for Pacing Strategy, General Settings, Partner Allocations, and Underspend Mitigation.

  9. Click Save Changes.


Step #2: Apply the budget to a campaign

After you've set up a budget configuration for a Blueprint, then you can link it to a campaign within the Blueprint. Here's how:

  1. Return to Blueprints in the top menu.

  2. Choose a Blueprint from the list on the left.

  3. Within the Blueprint, select a campaign.

  4. Expand the Budget & Bidding dropdown.

  5. Click on the field under Linked Budget and select a budget configuration. Note: You will only see the budget configurations that match the campaign type.

  6. Click Save Changes.

Tip: Use tags when naming your budget configuration to align with the naming you might use in your Blueprint campaign name.

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