Segmented Budgets

Segmented Budgets are Pacing Strategies that allow you to divide your full monthly budget into specific time periods of the month. This may be helpful when you get requests to spend exact budget amounts during holiday sales, etc. You can manually create Segmented Budgets or during the implementation of a Blueprint.

Creating a Segmented Budget

Create a new Budget using Steps 1-5.
Under Automation Settings, select Show More Pacing Strategies.
Select Segmented (Recurring) or Segmented (One-Time).
Open up Basic Settings again.
Set Allocation Type:

By Amount: Designate specific dollar amounts for each segment
By Percent: Designate a percentage for each segment. Entire the Budget Amount in the field above.

Fill in your Segment Configuration:

Enter the Monthly Start/End Dates for your first segment (ie. Day 1 to Day 7)
Enter the amount for your first segment (by dollar value or percentage)
Click + Add New Segment for the next date range. Repeat until you have set budget amounts for the entire month.

Ensure your segments equal 100% or your total desired Monthly Budget
Set your Budget Segment Preferences.
If using them, select a Budget Group.
Set your Underspend and Automation Settings.
Click Save and Exit.

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