AutoPilot Enabled on Same Campaign in 2+ Budgets

AutoPilot is a powerful tool that can help you automatically prevent your campaigns from overspending their target budget. However, if AutoPilot is enabled on the same campaign in two different Budgets this can cause conflicting automated changes leading to spend issues.

Why am I receiving an "AutoPilot is Enabled on the Same Campaign in 2 Budgets" email alert? 

Shape members receive an "AutoPilot is Enabled on the Same Campaign in 2 Budgets" email alert because they have added the same campaign to two different budgets and enabled AutoPilot on both. 

This issue often occurs when a campaign is tracked in two separate Budgets with two separate Budget Amounts.

For example, let's say you have a monthly recurring budget of $1000 with a few campaigns called Budget A. You also have a quarterly Budget that you use to track your monthly recurring spend, plus some additional 2-week-long promotional campaigns for $1500 called Budget B. You have enabled AutoPilot on both to prevent overspending. 

This configuration can cause issues since these campaigns have AutoPilot enabled in two or more places. Using the example above, let's say month 1 of the quarter you spend $1000. Month 2 you spent $500 in the first two weeks. Your campaign would be paused because it hit the quarterly budget (Budget B) even though it still has room to spend more against Budget A's $1000 target.

Having AutoPilot enabled on the same campaign in more than one Budget can cause campaigns to be paused or enabled unexpectedly and might even cause over or underspending.

How do I fix this issue? 

The alert email you receive should list the affected Client, Budget, and campaigns. 

Turn AutoPilot off at the Campaign Level 

This option allows you to select certain campaigns within a Budget to turn AutoPilot off for: 

1. Decide which campaigns in which Budget you want to turn AutoPilot off.
   • You'll still be protected against overspending because your campaign is in another Budget with AutoPilot enabled. 
2. Navigate to the Budget View for the affected Client.
3. Scroll down to the Decision Grid and ensure the AutoPilot column is displayed. 
4. Click the checkboxes next to the campaign(s) you wish to turn AutoPilot off.
5. Click the pencil icon (edit) to navigate to the Edit Campaign Details screen.
6. Once there, click the Automation tab. 
7. Set the Campaign AutoPilot status to "Off."
8. Click Save Settings.

Turn AutoPilot off at Budget Level 

You can also turn AutoPilot off at the Budget level (which will turn it off for all campaigns in a Budget) instead of for individual campaigns.

1. Navigate to the Budget View for the affected Budget and Client. 
2. Click the pencil icon (edit) on the uppermost right-hand side of the screen.
3. On the Edit Budget Details screen, there will be an Automation tab on the left. Click this tab. 
4. Set AutoPilot to Disabled. 
5. Click Save Settings.

Need additional assistance? 

If you need additional help with this error, respond to the alert email you received or contact support@shape.io.