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Budget Management Upgrade Guide

This update applies only to Campaign budget management ( campaign level budget group). Profile budget management (Profile level budget groups) remain unchanged.

This release upgrades Budget Management from 3 “modes” to 3 independent toggles, and introduces Auto Pacing to improve pacing performance (help the budget last the full month more reliably) at the Budget Group level.

Release date: 2026/3/10

1. What changed: from 3 modes → 3 toggles

Before: 3 modes

  • Monitor Only: tracks spending only; no changes.

  • Fixed Allocation: distributes budgets based on the budget ratios set on the Budget Group page.

    • Applies: when settings are saved/updated, and/or the 1st day of the month (if configured)

  • Dynamic Allocation:

    • Distributes budgets based on the budget ratios set on the Budget Group page (on save/update)

    • Adjusts daily budgets based on month total budget and spend-to-date (“make up” over/under spend)

      1. Timing: 6:00 AM store time

      2. Frequency: Daily

After: 3 toggles (can be combined)

  1. Daily Scheduling

    1. Set budgets by day on the calendar.

    2. Every day at 0:00 AM store time, the system pushes that day’s budget from the calendar.

  2. Campaign Allocation

    1. Configure allocation % across campaigns / AI managed groups inside the budget group.

    2. Applies when you save settings, and/or on the 1st day of the month, distributing budgets according to your ratios.

  3. Auto Pacing (new) When ON, the system proactively paces and optimizes budget delivery:

    1. Dynamic within-group allocation: regardless of whether Campaign Allocation is ON/OFF, AI may reallocate budgets across items to respond to real delivery/performance.

    2. Calendar priority rule: any day you explicitly set in the calendar is strictly followed; for other days, AI paces dynamically based on month budget and spend progress.

    3. AI Managed Groups switch to pacing-first behavior: AI Managed Groups will prioritize spending while staying constrained by Target ACOS.

    4. Non-AI campaigns: we adjust budget only (no bid/targeting automation).

2. Migration mapping: old modes → new toggle combinations

Old Mode

New Toggles

Monitor Only

Daily Scheduling OFF + Campaign Allocation OFF + Auto Pacing OFF

Fixed Allocation

Campaign Allocation ON (Daily Scheduling OFF, Auto Pacing OFF)

Dynamic Allocation

Daily Scheduling ON + Campaign Allocation ON (Auto Pacing OFF)

3. How Auto Pacing differs from the old Dynamic Allocation

Both consider monthly budget + spend-to-date and adjust daily budgets. The differences are pacing strength and “where AI can act”:

Topic

Dynamic Allocation

Auto Pacing

Reallocate budget across items

No — keeps your set ratios as the distribution basis

Yes — AI can shift budget between under-/over-pacing items based on real delivery & performance

Spend-driving behavior for AI Managed Groups

No change

Yes — AI Managed Groups become pacing-first / maximize spending under Target ACOS constraint

Calendar custom days

Strictly follows your custom calendar days; adjusts the remaining days based on monthly spend and budget (add/subtract as needed)

Strictly follows your custom calendar days; AI paces the rest around them

Best for

“Keep my plan, do light balancing”

“Hit budget targets more reliably; optimize allocation + managed groups to spend”

4. Recommended setups (quick recipes)

“I only want visibility”

  • ✅ Turn all toggles OFF

“I have a fixed plan; enforce allocation ratios”

  • Campaign Allocation ON

  • Keep Auto Pacing OFF if you don’t want AI to override item ratios.

“I have promo days; budgets must match a calendar”

  • Daily Scheduling ON

  • If you also need the system to keep the rest of the month on track:

    • ✅ Add Auto Pacing ON

“My #1 goal is to spend the monthly budget as planned”

  • Auto Pacing ON

  • Recommendation: include as many key items as possible in AI Managed Groups inside the budget group (AI has more levers there; non-AI campaigns are budget-only).

5. What customers without Auto Pacing beta need to know

We’re rolling out Auto Pacing as a limited beta for the next month. As part of this rollout, the Budget Management page has been updated for everyone, and there is an important behavior change for accounts not enrolled in the Auto Pacing beta.

What’s changing for non-beta accounts

If you do not have Auto Pacing enabled, Budget Management will no longer apply the previous Dynamic Allocation logic that adjusted daily budgets automatically based on monthly budget vs. spend-to-date.

Going forward (non-beta):

  • Budgets will be published based only on what is set in the calendar (Daily Scheduling).

  • Each day at 0:00 AM (store time), we will push the budget configured for that day on the calendar and will not auto-calculate a “catch-up” daily budget.

What’s not changing

  • Your calendar settings remain the source of truth for daily budgets.

  • You can still plan specific promo days or adjust upcoming days directly on the calendar.

What you may notice

  • If you previously relied on Dynamic Allocation to “make up” over/under spend automatically, you may see more manual planning needed to ensure the budget lasts the full month.

  • To keep pacing steady, we recommend setting a full-month plan in the calendar (or at least setting weekly/day ranges) and updating it when spend trends shift.

How to stay on track (recommended)

  1. Set calendar budgets across the month (or at minimum, the next 7–14 days).

  2. Revisit the calendar weekly and adjust upcoming days based on spend-to-date.

  3. For major promo spikes, set those days explicitly to ensure they’re followed.

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