Click “Create Budget” on the Dashboard
Select an existing client from the drop-down or create a new client
Select the data source and/or account that contain your campaigns.
Click campaigns to add them to the “Campaigns in Budget” column.
Select a Budget duration (monthly or custom)
If monthly:
Select a start date.
Enter the “Budget Amount.”
If custom, select:
A Budget type (repeating or one-time)
If repeating, set:
Future start date: Yes or No
Budget cycle start date
Cycle length
Budget Amount
If one time, set:
Future start date: Yes or No
Budget cycle start date
Budget cycle end date
Budget Amount
Set Budget Alerts to be notified when remaining spend reaches select percentages.
CC non-Shape users by adding them as contacts.
Click on Automation features to implement. Follow prompts.
If implementing AutoPilot, select the appropriate AutoPilot Mode.
If implementing CruiseControl, select Enabled.
If implementing RollOver, set starting RollOver amount or $0 (if none).
If implementing SmartSync, confirm the account(s) you wish to sync using SmartSync are correct.
Enter any Custom Values you want to apply at the Budget level.
Enter a Budget name.
If AutoPilot or CruiseControl was enabled, choose which campaigns (all, some, or none) you want to apply it to.
Success! You can:
Start budgeting
Create a similar budget
Create a new budget.