Budget management & optimisation
complete
Jonty Hodge
Problem Statement
Managing advertising budgets across multiple channels and campaigns is a time-consuming and challenging task for marketers and agencies. They typically have a set budget for each month and need to split it across different channels. Marketers often refer to spreadsheets and ad platforms to track their spending versus their budget and update their calculations accordingly.
Some of the proposed functionality:
- Set a master budget for all campaigns for a Kepla account
- Group campaigns and create a shared channel (multi channel)
- Pace evenly towards the budget across channels
- Reset pacing at the start of each month
- Auto-optimise budget towards a set objective (e.g. Conversions, Purchases, Leads etc). We have logic already built to handle this.
Jonty Hodge
complete
Jonty Hodge
Version 1 is complete - Just finishing off Meta. More things to do this month on budget management but feedback would be awesome!
To finish off in February:
Capability for one-off budgets (scheduled)
Improve filters on campaign grouping and group by campaign performance
On specific campaign selection -> “Activate paused campaigns” when creating budget
Bulk edit ‘Budget Amount’ modal in table
Add additional information and cumulative forecast graph
Add date ranges and period progression in budget table and detail
Link to budgets on customers table, and allow user to drill down
Add automations to bulk editor (ability to remove and add)
Credit system & rollover automation
Jonty Hodge
Tony As Dylan mentioned we are on track to release start of feb, testing with a few customers before releasing it to everyone :) Screenshot attached.
Tony
Any Updates on this feature?
Dylan
Tony: This is currently in Beta and is looking very promising. We will be releasing to a few customers for beta/user testing on the first of Feb.
Depending on how this goes we will make it more widely available.
Jonty Hodge
in progress
Aar Dee
Kepla has option to edit only the lifetime budget of ad campaigns (I could check only reg Meta campaigns), however there's an urgent need to be able to set "ad set level" daily budget as well. Sometimes we may not want to set a lifetime budget on meta ads for important reasons.
Jonty Hodge
planned
This has been a requested feature from existing customers and have it scheduled to start in December/Early Jan.