Ready to create a budget for your advertising campaigns? In this step-by-step guide, we'll walk you through the process of creating a budget in Backpack.
Note: Throughout Trail Guide, the term "budget" is used in different ways. In this specific context, we're referring to an account budget. An account budget represents a specific amount of money allotted on a monthly basis for an account. You can have more than one budget per account.
Go to the top menu and select Manage.
Choose an Account from the list displayed in the left sidebar.
Click the + icon on the right side of the view in the Budget tab.
Select a budget type:
Shared: A budget shared among multiple campaigns.
Single: A budget applied to only one campaign.
Choose the Advertising Channel for the budget.
Fill in your preferences under Basic Settings:
Budget Name
Budget Type
Monthly: Run a recurring monthly budget at a set value. You can update the budget at any time throughout the month.
Flighted: The budget will have specific start and end dates. Note: If you are creating a Facebook budget, flighted budgets will be the same as Facebook's lifetime budgets.
Assign a Monthly budget amount. Note: Unused budget amounts will not roll over. Set a Temporary Budget Adjustment Amount under Pacing settings if you want to move any unused budget to the following month, if desired.
Choose Underspend Mitigation settings.
Select a Pacing Strategy and configure additional Pacing Settings.
Click Save and Exit.
Now that you've created a budget, you can assign it to an advertising campaign. Click Learn More below for a step-by-step guide to assigning campaigns to budgets.