Checklist: Create a Budget

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.