- Navigate to an advertiser.
Steps for navigating to an advertiser
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Click the navigation bar to display navigation options.
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In the "Agency" list, click on the agency that contains the advertiser. You can search for an agency by name or scroll through the list.
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In the "Advertiser" list, click on the advertiser.
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Click Apply or press the Enter key.
Search Ads 360 displays the advertiser page, which contains data for all of the advertiser’s engine accounts.
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- In the left navigation panel, click Budget management.
- Do one of the following:
- Click the Budget groups tab, select one or more budget groups, click New, and then click Budget plans.
- In the table, click the name of a budget group (this will scope you to the budget group), click the Budget plans tab, and then click + Budget plan.
- Click the Budget plans tab, and click + Budget plans.
If it's the first time that you're creating a plan in a budget group, you can click the Create plan button instead of the + Budget plan button.
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In the budget plan editor, on the "Select a time range, budget groups, and goal" page, do any of the following to specify settings for a monthly or weekly recurring series of budget plans.
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Next to "Time range", click the arrow
to display the list, and then click one of the following:
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Recur monthly (default)
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Recur weekly. The minimum time range is one week.
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Custom recurrence
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Select the date that you want the series to start.
Monthly recurring plans must start on or before the 28th of a month to enable Search Ads 360 to automatically create a plan for each month. Plans can't start on the 31st because some months have only 30 days.Weekly recurring plans and plans that recur every 7 to 60 days can start on any date of a month.
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- If you selected "Custom recurrence", specify the number of days, weeks, or months that you want each plan in the series to run.
- To select or edit the plan's budget groups, in the "Budget group" row, click the pencil icon
.
- Select or create a goal.
You can't select a different conversion goal in a plan. Instead, you can remove the plan, and then create a new budget plan for the same time range.
- Click Continue to finish setting up the budget plan.
Next steps
Perform the following steps to complete the budget plan:
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Set the budget for the group of campaigns.
Optional steps:
- View budget pacing chart and allocation table.
- Optional. Specify other goals only for reporting.
- Review plan settings before saving the plan.