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:
        • Budget cycle start date
        • Cycle length
        • Budget Amount
      •   If one time, set:
        • 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 appropriate AutoPilot Mode.
  • 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 a Budget name.

If AutoPilot 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.