Real-Time Budget Optimization

Understanding how to use this strategy to avoid budget exhaustion with real-time recommendations

Serghei Barbulat avatar
Written by Serghei Barbulat
Updated over a week ago

The Real-Time Budget Optimization strategy helps you avoid budget exhaustion with real-time recommendations. Each time a campaign within your selected goals hits the set percent usage threshold a recommendation will be given to increase your budget.

🚨 Note: We recommend using this strategy for events like Prime Big Deal Days or Black Friday/Cyber Monday when you need to keep track of your budget throughout the day. You can also use it alongside our Always-On Budget Optimization strategy for long-term budget management.

Here's how to set it up:

  1. Navigate to your Recommendations tab in the left sidebar and the Strategies section within it.

  2. From there, find the box titled "Real-Time Budget Optimization" and click Get Started to begin building out your strategy.

  3. In the pop-up that appears, enter a name for your strategy and indicate the usage percentage threshold in the field below.

    1. Note: Perpetua will send a recommendation to increase your segment budget any time a campaign the selected goals reaches this threshold.

  4. Once complete, press Select Goals and indicate which of your Sponsored Products, Brands, or Display goals you want this strategy applied to. Then, press Set Selected.

  5. To finalize your strategy, press Create Strategy.

The recommendations themselves will be generated on an hourly basis so that you can be notified and adjust your budgets in a timely manner. If you use the Perpetua app on iPhone, you'll also receive notifications directly on your device.

To learn more about how to change the budget of your goals, please view this article.


Article last updated October 2023. If you find this information to be out of date, please contact hello@perpetua.io.

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