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
- If repeating, set:
- A Budget type (repeating or one-time)
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.
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