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This tool lets you track, monitor, and change campaign budgets across multiple accounts and platforms (Google Ads, Microsoft Ads, Facebook Ads, and Yahoo Japan).

Note: Some Legacy accounts might not be able to select Facebook ad budgets. If this is your case, and you'd like to try it out, please reach out to us at support@optmyzr.com.

How to use the tool?

  1. The first step is to create a client using the PPC Client Manager. A client can include more than one account from different platforms. For example, a client can have two Google Ads accounts, one Microsoft Ads account, two Facebook accounts, and more. For information on how to use the PPC Client Manager, read this article.

  2. The next step is setting up Budget Groups. A budget group can contain campaigns from different accounts that are present in a single client. Each budget group has one target monthly spend.

For example, you can create a Budget Group with three Google Ads campaigns, two Microsoft Ads campaigns, and one Facebook campaign, and set the monthly target budget to 1,200 USD. This defines that the monthly budget for those six campaigns combined is 1,200 USD. 

Creating a Budget Group

To get started, select the client you'll be creating the Budget Groups for, and click on Create / View / Manage Budget Groups. Each client and each campaign can have multiple budget groups.

Note: The PPC Client Manager works with account access levels, so you won't see a client in the dropdown if you don't have access to even one of the accounts in the client manager. You can see the client on the Client Manager page, but you will get an error if try to open it.

In the Budget Group manager, you'll need to press on the "+" to create a new budget group. The campaigns that are displayed on the right side are those which are part of the accounts included in the client. Select the campaigns that you want to include in the budget group, and set a monthly target budget. Make sure to click save!

Important 

The tool supports the following types of budgets in different ad platforms:

  • Google Ads - Campaign and Shared Budgets

  • Microsoft Ads - Campaign Budgets and Shared Budgets

  • Facebook Ads - Campaign Budgets (both lifetime and daily)

  • Yahoo Japan Ads - Campaign Budgets (only daily)

Note: For the changes to be successfully applied to Yahoo Japan, the 'Budget Amount New' for the Yahoo Japan platform should be in multiples of 100 Yen only (e.g. 100/200/300, etc).

Managing Budget Groups

To manage any created budget groups, press on its name on the left and click on "manage". There you can rename or delete a budget group. Note that deleting a budget group cannot be undone.

Budget Change Suggestions

Once you've created your budget groups, simply select the one you want to work with from the left-side panel, select the date range, and click "Update".

The results will show:

1) The monthly budget set in the budget groups, which can be edited from there

2) The previously defined monthly target budget

3) The actual spend that's been accrued to this day

4) The budget pacing, or how much of the total budget has been spent by percentage

5) The amount you need to spend on a daily basis to reach your monthly target spend. 

The details will display the budget, account name, and which platform it's on, and you can edit the "Budget Amount New" field to modify its budgets to reach the target monthly spend. For now, the amount that is pre-set in this field is the current daily budget for the campaign/budget.

For video campaigns the tool allows you to view and modify daily as well as campaign total budget based on its budget settings.

On the column icon, you can select which metrics to view, and that view can be saved for future uses by pressing on "create view".

Available metrics are Account Name, Platform, Impr, Clicks, Cost, Avg. CPC, CTR, Conv, Conv Rate, Cost/Conv, Conv Val, Conv Val/Cost, Budget ID, Display IS lost (budget), Display IS lost (ad Rank), Search Lost IS (Rank), Search Lost IS (Budget).

Once you are ready to make the changes, simply press the "Apply Budget Changes" button and it will make budget changes across the budgets/campaigns that are selected even if they are across different ad platforms.

Pause and Re-Enable Campaigns (Beta)

You can now pause campaigns from Google Ads, Microsoft Ads, and Facebook Ads (only campaign level) inside a budget group once the budget group exceeds 98% of the monthly target. Please keep in mind that the 98% check is done on the budget group target, and not on individual campaigns.

The budgets are checked multiple times a day, and the frequency of it will increase based on the budget spend and the remaining percentage of the budget. There is a re-enable functionality that'll allow you to enable those campaigns on the 1st day of the next month at 12:00 AM (in your client's account time zone).

Note: Optmyzr does not consider DST at this moment.

Note: Video campaigns cannot be paused or re-enabled by the tool due to Google Ads API restriction.

Use case example: When the monthly target goes above 98% of the budget group, pause all the campaigns and send an email informing.

You can track and check the changes on the Optimization History page.

Important Notes

  • If you enable a campaign that was paused by the system mid-cycle, the system won't pause it again. You will receive an email informing you that the campaigns were found enabled as compared to the last time the automation was run.

  • If you change the target budget mid-cycle, or the campaigns in the budget group mid-cycle, the system will treat it as a new setting and work on the budget group, as expected; it will pause the campaign if the budget reaches 98%+.

  • Both the spend from active and paused campaigns in the budget group are considered as part of the month's spend.

Google Ads and Microsoft Ads

For campaign budgets, campaigns are paused, whereas, for shared budgets, all the associated campaigns will be paused. The system will add a label to these campaigns while pausing them: PAUSED_BY_BUDGET_TOOL_AUTOMATION_{year}_{month} (only for Google Ads and Microsoft Ads)

Facebook Ads

For Facebook Ads, campaigns will be paused. The system doesn't yet support the tool for adset level, and as there are no labels in Facebook, none will be added.

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