Create a new budget by simply naming your budget, selecting the Kepla Customer, Ad Account and entering the budget amount.
1. Create a Budget
You can create budgets or 'budget groups' across multiple clients or campaigns. You can set a budget period: weekly or monthly (custom + scheduled budgets coming soon).
When creating budgets you can specify the campaigns you wish to include (filtered by certain conditions e.g. name, platform, campaign type). We will eventually add in conditional logic, based on campaign performance and more so you can dynamically optimise your budgets towards key goals.
2. Choose your Automations
We have a few automations to select right off the bat, allowing you to put your budget management on autopilot.
Overspend Protection - We'll automatically pause your campaigns when the budget is reached, then reactivate them when the new budget cycle starts.
Budget Pacing - Kepla ****will ****automatically update the daily budgets of your campaigns to ensure your spend is paced as evenly as possible, checking spend data every 3-6 hours. This works incredibly well with Overspend Protection.
Budget Rollover - ****Underspend / overspend is rolled over to the next budget cycle, or held as a credit which you can apply or discard.
3. Select channels and campaigns to be included
You can choose campaigns from various platforms, and filter down to certain campaign names, or select 'all campaigns' which will use all currently enabled campaigns within your account.
This budget section defines how Kepla will interact with various campaigns and spend allocation.
All campaigns - Selecting this will spread the budget across all your campaigns
Campaign Type - Select all campaigns by Search, Display or Performance Max
Campaign Name - Type in a phrase contained in your naming convention eg ‘Brand’
Specific Campaigns - Choose campaigns from the dropdown menu
To Edit a budget, click on the customer from the budgets tab, from the breakdown click ‘edit’ in the top left-hand corner.
Budget Overview This is where you can manage all of your budgets in one place (for agency plans only) and keep track of under / overspending budgets.
If you have automations applied, we will actively monitor and calibrate your budgets to hit the desired target over the given time period.
Budget Dashboard You can drilldown into each budget and see specific campaign performance, trends and more. We are looking to add a lot more detail to this section.
Tips Click on Name and type the customer's name, click apply to find a specific customer
Click on Trend & Remaining to quickly see what budgets need to be looked at and may need some manual input.
