How to use Budget Templates

Overview

Budget Templates provide a quick way to create an Account Budget for an Ad Account. A Budget Template contains all the Budget Settings - except for the Budget Target amount - and can be applied to an Ad Account in several ways:

  • On import of the Ad Account
  • Using the Triple Dot menu for the Ad Account on the Budgets/KPIs page
  • And coming soon - via our Hubspot Integration

You can create multiple Budget Templates and then select which one to apply to which Ad Account. We have even created some common defaults then you can use as a starting point.


Limitations of Budget Templates:

  • Updating a Budget Template will not update previously created budgets that used that template
  • Users can edit a budget once a template is applied with no impact on the budget template
  • Only Account Budgets can be created via a template



How to Create a Budget Template

  • Head to Settings/Budget Templates
  • Click 'Create Budget Template'
  • Enter the settings for the budget along with a name for the template
  • Click 'Create'

The new Budget Template will appear in the list of templates and can now be applied to Ad Accounts.



How to Apply a Budget Template to an Ad Account

A Budget Template can be applied to an Ad Account in several ways:

  • On import of the Ad Account
  • Using the Triple Dot menu for the Ad Account on the Budgets/KPIs page
  • And coming soon - via our Hubspot Integration

On import of the Ad Account

When you import an Ad Account you will get a prompt to apply a Budget Template to the newly imported account straight away via a modal that appears.

  • Select the Budget Templates from the dropdown
  • Enter a Budget Target (note: if importing multiple Ad Accounts all will get the same Budget Target)
  • Assign Users to the Ad Account
  • Click 'Confirm'


Using the Triple Dot menu for the Ad Account on the Budgets/KPIs page

If no Account Budget has been created for a Ad Account, the Triple Dot menu at the end row will have an option to 'Apply Budget Template'

  • Navigate to Budgets/KPIs
  • Click the Triple Dot menu (when no Account Budget has already been created)
  • Select 'Apply Budget Template'
  • Select the Budget Template and enter a Budget Target
  • Click 'Create'


Via Hubspot Integration

Out Hubspot Integration will be coming soon. If you're interested in using this please let us know and we can add you as part of the Beta group.

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