Review and set target spend for plans

Review and set budget target spend and key metric values for single and multiple plans. Multiple plans must have not yet passed, and they must have the same currency, plan period, and key metrics. Choose a single plan or multiple plans you want to edit en masse, then select Edit plans from the Edit menu above the table.

Set spend, key metrics, and key metric values, and then review using forecasting charts at stage 1 “Adjust Settings”. At stage 2 “Set up plan”, select the options for the new manual or automatic settings you’ve entered.

Adjust and review target spends and key metrics for single and multiple plans

1. Sign in to your Search Ads 360 experience.
2. Navigate to a manager account.
3. In the left page menu, click Bidding & planning, then All plans or Active plans in the sub-menu.
4. In the reporting table, click the checkbox for the plans you want to edit.
5. In the bar above the table, click Edit.
6. Select Edit Plans from the dropdown.
   • If you’ve selected multiple plans, all the selected plans must have not yet passed and have the same currency, plan period, and key metric. Otherwise, Edit Plans is disabled, and a warning message is shown if it's clicked.
7. If you’ve selected multiple plans, but a campaign group has no data on which to base forecasting, a dialog is displayed that states “Forecasts can't be created for some of your campaign groups”. Click Remove campaign group to remove the campaign groups indicated.
   • Alternatively, select a Date range, enter estimated values for those campaign groups forecasting will be based on, and click Done.
8. If there's insufficient data for a single plan on which to base forecasting, you will view a dialog that states “Can't generate a forecast right now”. This means your campaigns may not be eligible, or there may not be enough historical data for a forecast.
   • Continue setting up your plan and check back later for a forecast.
9. At stage 1, ”Adjust forecast”, adjust the spend and key metric settings automatically for review by setting the Budget Bid Strategy toggle to on.
10. At stage 1, “Adjust forecast”, adjust the spend and key metric settings manually for review.
    1. In “Your plan”, set the new values. The chart adjusts automatically if forecasting is available.
    2. Alternatively, on the Explore forecasts tab, hover your input device along the line to view spend and key metric details, then click to select your preferred settings.
11. Adjust and review the impact of spend and key metric settings until your budget requirements are satisfied.
12. Click Continue to reach stage 2 “Set up a plan”.

Set up plans with manual settings

1. In stage 2 “Set up a plan”, in “Performance targets”, enter the options you require.
   1. Optionally, adjust the settings carried through from stage 1.
   2. Optionally, adjust the metric types and amounts for Above target and Below target report flags. The options include:
      • by set %
      • by set amount
      • by any amount
   3. Optionally, click Target to display “Key metric target”.
      1. In the Target dropdown, click Avg. conv. value / cost or Conversion value.
      2. Adjust the Amount.
2. In “Performance settings”, select Manage campaign performance manually.
   • With this option, you'll need to manually adjust average daily budgets, bids, and bid adjustments to reach your forecasted goals.
   • This option must be selected to apply settings you have entered manually.
3. Click Update plan.
4. In stage 3 “Confirmation,” click Continue to plan.

Set up plans with automatic settings using a budget bid strategy

1. In stage 2 “Set up a plan”, in “Performance settings”, select Optimize performance automatically with a budget bid strategy.
   • The new Search Ads 360 automatically sets key metric and key metric amounts to help get as much value as possible for the target spend. There are 3 options:
     • Use Google Ads Auction-time bidding.
     • Set intraday bidding limits for campaigns that don’t use Google Ads Auction-time bidding
       1. Enter a Minimum bid and a Maximum bid.
     • Set Target conversion value / cost constraint.
       1. Enter a value in Keep conversion value / cost above.

2. Click Update plan.
3. In stage 3 “Confirmation,” click Continue to plan.