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Auto manage
Activate your budget copilot
When you define a monthly target, Adalysis suggests a daily budget split for the campaigns based on your preferred performance goal.
Applying the recommended campaign budget breakdown doesn't guarantee the monthly target will be met or not exceeded. This is because the campaigns behave differently every day.
The Auto manage tool reviews spend daily and recalculates the ideal daily budget values. This saves you from manually monitoring or making changes yourself.
The ideal budget split is determined by your goals and limits, as well as each campaign's performance and potential based on spend.
Enabling Auto manage — Account level
You can activate Auto manage under Budget > Manage. Don't forget to set your monthly target first.
Once enabled, you'll see a confirmation on the individual account screen and the multi-account Audit & Budget view.
You can also review your budget change log directly within the tool.
Enabling Auto manage — Budget groups
Auto manage is also available for subsets of your campaigns, called budget groups. You can find these settings under Budgets > Budget groups.
When you create your group, make sure you choose Allocation.
Next, define your target budget and activate Auto manage from its column.
Daily budget value limits
Budget limits mean you can define minimum and/or maximum daily budget thresholds. These limits guide the budget recommendations and can be found on Budgets > Manage.
Daily stop
If you prefer not to use the Auto manage tool, but you still want to control the spend, the Daily stop tool can help.
It'll monitor campaign spend twice an hour and pause it once it exceeds its daily budget. The campaign is then re-enabled the next day, shortly after midnight in the time zone of the account.
Adalysis allows you to define your targets up to 12 months in advance, both at the account and budget group level. There's also an option to upload targets using a CSV file for up to three months in advance.
Rollover lets you specify how any underspent or overspent budget should be allocated in the following month.
