Go to ad-optimiser.metoda.com 

  • Click on "PORTFOLIOS & BUDGET" to see, create, update or delete budget periods:

 

  • Budget periods can be found in its portfolio. Just click on the arrow next to portfolio name

 

  • Now, you can see all budget period created in the portfolio named "m_metoda-default"

 

 

If you want to update an existing one, you can either:

Case 1: edit a budget period manually or

 

Case 2: import several changes at once using "Import budget periods"


In both cases, you need to fill in all mandatory information


Information

Mandatory/Optional

Description

Id

Optional

This identifies the budget period. Do not change or remove the id for existing budget periods. If you add a new budget period, leave the id empty.

Portfolio name

Mandatory

Name of the portfolio the budget period gets assigned to. Must be an existing portfolio name.

Budget period name

Optional

You can add any name to better identify your budget periods (e.g. Q1 January 2020 etc.)

Please note that the name should not include "," or ";" otherwise it is not possible to create the budget period

Start date

Mandatory

Start date of the budget period. When creating new or editing existing periods, must be today or a date in the future in any format recognised by Excel. (e.g. YYYY-MM-DD, like 2020-12-31).

End date

Mandatory

End date of the budget period. Must be a date at least 7 days after the start date in any format recognized by Excel (e.g. YYYY-MM-DD, like 2020-12-31).

Initial Budget

Mandatory

Must be a number. Must not contain any currency symbols (€, $, etc.). Automatically stated in your respective country's local currency.

Inherit Remaining Budget

Optional

If it is set to ‘Yes’, then the remaining budget from the previous budget period will be automatically shifted to this budget period and added to the ‘initial budget’. The default setting is ‘No’, which means that no remaining budget will be shifted into this period.



 

Case 1: Editing a budget period manually:

  • If you want to amend budget periods using "Edit" leads you to the following screen: 


 

Budget periods that have already ended cannot be edited or deleted.

Currently running budget periods can be edited, but please be aware that:

  • making changes to the budget amount (including selecting/deselecting “inherit Remaining Budget”-option) can negatively impact the portfolio performance.

  • making changes to the budget period length can negatively impact the portfolio performance.

 

  • Click "save" to finish. The budget period is now updated:

 

Case 2: Editing a budget period with a bulk import:

  • Click on the IMPORT BUDGET PERIODS-button


  • download the example Excel-file on the Import-screen


  • Fill out the template according to your needs

    Important: if you want to update existing budget periods, make sure to insert the corresponding ID

  • Save the file as an Excel and drag it into the "Import campaigns" screen.

  • Click "save" to upload your Excel.

  • In case something is not filled in properly, you will receive error messages indicating in which adjustments are necessary.

Tipp: You can also export all current budget periods (incl. IDs) via the EXPORT PORTFOLIOS & BUDGETS-button, use this file to make changes and re-upload.

 

 

IMPORTANT NOTE: setting a budget period is the necessary requirement for your campaigns to be created. Only if a budget period already exists, will your campaigns be created in Amazon Advertising. In case no budget period is set for today, all campaigns will be stopped immediately.