You can manage various budget-related activities and settings inside the Budgeting tab in account settings.
Updating an approved account budget
Go to Manage in the top menu.
Click on an account in the list.
Go to Settings in the top-right—then the Budgeting tab.
Option #1:
Enter a new amount in the Approved Account Budget field.
Review the individual budget amounts in the Updated Monthly Amount column and choose one of the following:
To scale amounts automatically: Click Use Scaled Amounts. Tip: You can also enable “Scale budgets automatically” in default budget settings to adjust individual budgets automatically based on changes to the Approved Account Budget. To override this, click Revert to Original Amounts in the Budgeting tab in account settings.
To update amounts manually: Make any desired changes directly in the Updated Monthly Amount column.
Click Save.
Note: Enable Overspend Protection stops the spending on all of an account's campaigns when the approved account budget is met. It's turned on by default, as seen with a check in the green checkbox.
Option #2:
Enter new applied budget amount(s) in the Updated Budget Amount column.
Click Sync Approved Account Budget to update the account budget to match the total of all your applied budgets.
Click Save.
Configuring next month's budget change
Monthly budgets change often. With this in mind, you can update the Next Month Budget Change field at any point during the month. The new budget will automatically apply at the start of the new month. If the new account budget doesn't match the active applied budget, all active applied budgets will be auto-scaled so that the account budget equals the total applied budget.
Temporarily stopping ad spend
At any time, you can put a temporary global stop to ad spend with an "account hold." An account hold applies to all budgets managed within Fluency under a single account.
Find the Account Hold toggle under Budget Account Settings. Toggle it on to stop all ad spend. To turn off an account hold, toggle the Account Hold field off, which will restart your campaigns. The Account Hold toggle will appear red when active. When disabled, the Account Hold toggle will appear gray.
Note: Remember that Account Hold does not turn on or off on its own. You need to manually update it in account settings or schedule it using Bulk Manage.
Checking an account's read-only status
The Mode field tells you what state an account is currently in—that is, Fluency-managed or read-only mode. Within the Budgeting tab, you can view but not edit this field. To change from read-only to Fluency-managed, or vice versa:
Go to Manage in the top menu.
Click on an account from the list.
Select Settings in the top-right.
Click the Tools dropdown, and select Mark Account as Read-Only.
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Customizing budget reallocation settings
If you want to customize how and when budget reallocation recommendations are generated, you can configure the settings to override the default values. Note that all fields are optional.
Go to Manage in the top menu.
Choose an account from the list.
Click Settings on the top-right.
Scroll to the bottom of the drawer, and click + Apply Custom Reallocation Strategy.
Select your preferences:
Basic Configuration
Basic Configuration
Minimum Budget Amount for Reallocation. Set the minimum amount that can be reallocated from or to an individual budget (fixed dollar amount). The default value is $50.
Max Budget Movement. Set the largest amount that can be reallocated from or to an individual budget (percentage). The default value is 30%.
Stability Period. Set the number of days before Fluency provides reallocation recommendations. The default value is 7 days.
Auto Apply Delay. If Auto Apply is enabled in Recommendation Policies, you can introduce a delay before a reallocation takes effect. This allows you time to review the recommendation manually.
Example: If you set an Auto Apply Delay of 3 days, the system will wait for three days after the Stability Period before implementing the reallocation.Round to Specific Multiple. Use this option to round the reallocation amounts to specific multiples. For instance, if you enter 1, it will round to the nearest dollar. If you enter 5, it will round to the nearest $5, and so on.
Metric Priority
Metric Priority
Prioritization Metrics. The default prioritization for budget reallocation is cost per conversion, conversion volume, and cost per click (in the absence of conversions). However, you can add prioritization metrics to modify the default order. Follow these steps:
Click + Add Metric and select the desired metric from the dropdown menu.
Optionally, enter a Rounding value. See Round to Specific Multiple above.
Target Metric and Value. You can use the Target Metric and Value settings to optimize for a specific metric and value. This serves as a secondary optimization to keep a secondary metric in check. For example, if your priority metric is cost per conversion but you want to optimize toward a cost per click (Target Metric) of $5 (Value), you can set this configuration to ensure you get closer to the $5 CPC goal. Note that profitability is a predefined percentage and should be discussed with your Advertising Engineer.
Note: To access the budget reallocation settings at the customer level, navigate to Settings & Tools > Customer Info > Budget Management.