Task

 This article will guide you on how to create a campaign with a Budget Plan in our Click product. 



Before you Read

 Currently, the budget plan feature is only available for DS Algo campaign.

 

TABLE OF CONTENTS

Instructions

Step 1.  Create a DS algo campaign and select the budget amount

There are two options when you select the budget amount on the setting page:

  1. Unlimited: 
    No further action on selecting a budget plan.
  2. Budget Plan: 
    You are able to create/select a Budget Plan .
  • Create a budget plan: you can create a new Budget Plan in the campaign creation process.
  • Select a budget plan: you can select an existing Budget Plan. Please note that only the Budget Plan which doesn’t have any campaign can be selected here.
  • Edit the settings: You can edit the settings like schedule/budget amount/period budget amount.
Note:
Please be noted that the forecast functionality is based on the current period's budget amount. If it is “one off” budget control, then we will use the total budget amount to do the forecast.


Step 2.  Check your campaign with a budget in the Campaign List


You can review your budget as set or adjust it in the campaign list directly.

Important:
The new budget editable condition: Only when the budget plan is Portfolio & Not shared is the budget editable.


Outcome

After you completed the setting, you are able to review your budget/balance and other performance data in the Budget Plan section or campaign list and adjust it as needed.


Moreover, you can also take advantage of the new bulk upload of DS algo campaign. We added a new column named Budget Plan Name to replace both Budget and Budget Cycle columns in the uploading file. 


You can leave the Budget Plan Name column blank (this means the campaign does not have a Budget Plan and the budget is Unlimited ) or you can input an existing Budget Plan name. 


When the file is uploaded successfully, the campaigns will be added to that budget plan automatically.