Managing ad sets with daily budgets and specific client insertion order amounts

30/11/2019

Below, you'll find best practices and an example scenario for managing budgets and specific client insertion order (IO) amounts. This advice is applicable if you're using daily or lifetime budgets, but primarily addresses issues that might arise when using daily budgets.

Best practices and recommendations

  • Set the end date for your ad sets so that they match the end date on the client IO.
  • For easier campaign management and even pacing over the time your ad set is running, use a lifetime budget and ensure that the sum of your lifetime ad set budgets matches the total IO amount. (With the updates to how daily budgets work, both lifetime and daily budget will pace similarly from day to day.)
  • If you must use daily budgets rather than lifetime budgets, make sure that you create one campaign for every IO with its own budget, and cap total spend across ad sets in this campaign by using the campaign spending limit.
  • For new campaigns, the campaign spending limit should be set to the IO budget amount. For edits to existing campaigns, please note that previous spend on a campaign will count against the campaign spending limit, so it should be edited with this in mind. (See below for more concrete examples.)
  • Because the campaign spending limit is not paced (meaning it doesn't control how slow/fast spend will occur), make sure that the sum of the budgets for your active ad sets in the campaign also reflects the IO amount.
  • Please note that edits to campaign spending limits take up to 15 minutes to take effect.
  • If you want to enforce spend caps across multiple campaigns, use an account spending limit.

Example scenario

Here's an example scenario showing how to manage IO budgets using campaign spending limits.

You receive a month-long IO from a client for a new campaign with a £10,000 budget.

To manage this:

  1. Create a new campaign (or duplicate an existing one).
  2. Set a campaign spending limit of £10,000.
  3. Ensure the start and end dates for the ad sets in the campaign align with dates of the new IO.
  4. Make sure that the sum of the budgets for the active ad sets in this campaign reflect that you want £10,000 to be spent over the course of the month. The campaign spending limit is an un-paced limit, so for smooth pacing, make sure that the sum of the budgets for active ad sets in this campaign reflects that you want £10,000 to be spent over the course of the month.

The IO is increased to £15,000.

To manage this:

  1. Edit the campaign spending limit for the existing campaign to £15,000.
  2. Ensure that the sum of the budgets for the active ad sets in the campaign reflects that you want to spend £15,000 over the course of the month, starting from the original start date of these ad sets.

The IO is decreased to £9,000.

To manage this:

  1. Edit the campaign spending limit for the existing campaign to £9,000.

    Note: This can only be done if the amount spent on the campaign so far is at least £100 less than the new limit. In this scenario, that would mean that no more than £8,900 could be spent so far in order to lower the limit to £9,000.

  2. Ensure that the sum of the budgets for active ad sets in this campaign reflects that you want £9,000 to be spent over the course of the month, starting from the original start date of these ad sets.

The IO is delivered in full by the end of the month. You receive a new IO for the next month with a budget of $20,000.

You have two options for setting a new campaign spending limit here:

  • Option 1: Start a new campaign
    1. Create a new campaign (or duplicate existing one).
    2. Set the campaign spending limit for the new campaign to £20,000.
    3. Ensure that the end date for the ad sets in the new campaign aligns with the end date of the new IO.
  • Option 2: Continue working on an existing campaign
    1. Raise the campaign spending limit on the existing campaign to £30,000.

      Crucial: The campaign spending limit on an existing campaign will always reflect prior spend, even if the limit is removed and then reapplied. In this case, the campaign has already spent £10,000. In order to allow for an additional £20,000 of spend, the campaign spending limit must be set to £30,000 (previous spend of £10,000 + new IO amount of £20,000).

* Nguồn: Facebook