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About daily and monthly caps

The cap type determines how Budget Allocation applies the daily budget. You can select a daily cap or a monthly cap when you create an allocation group. Both cap types use the same budget redistribution process.

Compare daily and monthly caps

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Cap type

How the budget is applied

Budget Scheduler

Daily cap

Daily ad spend aligns closely with the daily budget. Budget Allocation may pause campaigns and reactivate them the following day to manage spending.

Available

Monthly cap

Over the calendar month, average daily ad spend aligns closely with the daily budget.

Not available

Both cap types use the same underlying redistribution algorithm.

For information about how campaign budgets are recalculated, see How Budget Allocation redistributes campaign budgets.

Understand daily caps

With a daily cap, daily ad spend aligns closely with the daily budget configured for the allocation group.

To manage the budget, Budget Allocation may:

  • Pause some campaigns.
  • Reactivate those campaigns the following day.

Daily-cap allocation groups can use Budget Scheduler to apply different daily budgets on selected future dates.

To create or manage a schedule, see Schedule daily budget changes.

Understand monthly caps

With a monthly cap, average daily ad spend over the calendar month aligns closely with the configured daily budget.

Monthly-cap allocation groups cannot use Budget Scheduler. The Budget Schedule field for these allocation groups shows N/A.

Change the cap type

You can switch between a daily cap and a monthly cap after creating an allocation group, and you can change the cap type while the allocation group is Running or Paused.

When you switch from a daily cap to a monthly cap, Budget Allocation warns you that the existing budget schedule will be reset. Monthly-cap allocation groups do not support scheduling.

For instructions, see Edit, pause, resume, or delete a budget allocation group.

Budget Scheduler availability

Budget Scheduler is available only for daily-cap allocation groups.

The Budget Schedule column can show:

  • Active when a schedule exists.
  • + Schedule when no schedule exists for a daily-cap allocation group.
  • N/A when the allocation group uses a monthly cap.

For more information, see Schedule daily budget changes.

Related links


Need more help?

If you have further questions on the process, contact your dedicated Customer Success Manager or contact the support team via live chat.