Reallocate Daily Campaign Budgets (Beta)

Note Budget Reallocation is a pilot or beta service that is subject to the Beta Services Terms at Agreements - Salesforce.com or a written Unified Pilot Agreement if executed by Customer, and applicable terms in the Product Terms Directory. Use of this pilot or beta service is at the customer's sole discretion.

Available in: Lightning Experience

Available in: Enterprise, Performance, and Unlimited Editions with the Einstein for Sales, Einstein for Service, or Einstein Platform add-ons, and in Enterprise and Unlimited Editions with Marketing Cloud Next.

User Permissions Needed
To use Budget Reallocation:	Marketing Intelligence User

Before You Begin

Ask your Salesforce admin to turn on Budget Reallocation (Beta) in the Feature Manager in Marketing Intelligence. Then confirm the following:

• The data space uses the latest version of the Semantic Data Model. If Budget Reallocation isn't available for this data space, ask your Salesforce admin to upgrade the semantic model in Marketing Intelligence Setup.
• Each campaign is active for at least 7 days.
• The campaigns use the same currency.
• Wait at least 3 days before reallocating the same campaign.

Reallocate the Budget:

1. In Marketing Intelligence, from the Home tab, select Boost Performance.
   The Optimization Suggestions panel opens on the right.
2. On the Optimize Budget card, select View Details.
   The Optimize Budget window opens.
3. In the left panel, select a metric and select the channels to include.
4. In New Daily Budget, enter the total daily budget to allocate across campaigns.
5. Expand Optimization Guardrails.
   Set Daily Budget Range to define the minimum and maximum daily budget for each campaign. Set Maximum Daily Change Percentage to limit how much a campaign’s daily budget can change in one day.
6. Select Calculate.
   Budget Reallocation shows a suggested budget for each campaign in the Budget Allocation by Campaign table.
7. Review the suggested budgets.
8. Select Reallocate Budget.
9. In the confirmation dialog, review the current and new daily budget totals, then select Reallocate.