New updates:
A couple of small, but pretty powerful updates for you this week:
Budget Templates - think of shortcuts to create new Account Budgets
Updated Billing page
Preferred Name Field
Budget Templates
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
Updated billing page
We have updated the billing page. To access your billing options visit Settings / Admin / Billing. Note: Only 'Owners' can see this tab.
On the billing page, you can:
View current plan
View ad spend for the last 30 days - converted to USD
Add/view/edit payment method
View billing cycle
View/edit billing email(s)
View/download recent invoices
Preferred Name Field
We have added a 'Preferred Name' field to the My Profile section. This name will be used on all Emails created by the platform, such as Budget Alerts and Insight Alerts.
