Create budget plans

About recurring budget plans

If you use a similar budget plan from week to week or month to month, you may want to create a recurring budget plan. The advantage of a recurring budget plan over a date-specific plan is that a recurring budget plan is part of a series in which the next plan is automatically created. Otherwise, recurring budget plans are just like other budget plans: they run for a selected time period, set a goal for a specific budget, and can optionally include custom allocations and use a budget bid strategy to manage the spend.

Additional details about recurring budget plans

  • Only one recurring series can be scheduled per budget group.
  • Recurring plan time periods can't overlap with date-specific plans and vice versa.

Duration of each recurring plan 

The time period for a recurring budget plan defines how long each plan in the series will run, and the date the series will start. You can select weekly or monthly options in a recurring plan, or choose a custom time period. For example, if you choose February 15th as the start date for a recurring monthly plan, Search Ads 360 will automatically create another plan with the same settings, that will run from March 15th to April 14th, and every month thereafter. 

Monthly recurring plans can't start on or after the 29th of a month because some months are only 28 days. Search Ads 360 will only schedule monthly plans that can start on the same date in each month. For example, if you select the 31st as a start date, Search Ads 360 displays a message to prompt you to select a different date.

If you schedule a plan to recur weekly, Search Ads 360 will automatically schedule subsequent plans every seven days. Weekly plans can start on any day of the month.

Define a custom time period

If you want each plan in a recurring series to run for 40 days, or 10 weeks, or 8 months, you can set a custom time period to suit your business.

A custom recurring time period can be set within any of the following ranges:

  • Seven to 60 days
  • One to 52 weeks
  • One to 12 months

Recurring budget plan status

Search Ads 360 creates recurring plans one at a time. While one plan in the series is running, Search Ads 360 will create or schedule the next plan.

Over the course of a recurring budget plan, the status of each plan will be:

  • Recurring: The initial plan in a series, or the next automatically scheduled plan in a series.
  • Running: A plan that has already started.
  • Completed: Plan has ended for a selected time period.

End a series

You can remove a recurring budget plan. If you remove a scheduled plan, the series ends and no more budget plans will be automatically created. If you remove a running plan, you stop only that plan. The next plan in the series will still be scheduled automatically. 

Update a recurring budget plan

You will likely have the same goals for your budget, but you may need to spend a different amount one month, or specify how much you want to spend on a particular day or week. 

In a budget plan that is currently running, or in the next scheduled plan in the series, you can edit the total budget, set custom allocations, or update other plan settings.

Edit one plan in a recurring series

In a plan that is running, any changes you make apply to only that plan. 

Edit the series of plans

In the next, scheduled plan in a series, most changes that you make will apply to all future plans in the series. The exception is custom allocations, which only apply to a single plan.

Any custom amount that you specify applies to only that individual plan. 

Periodically review budget plan performance

Even though recurring budget plans are scheduled and run automatically, you should check the plans periodically, especially those that are managed with a budget bid strategy. Each budget plan provides performance estimates and allocates spend based on your goals and performance history. The estimates are also updated over time.  

 

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