How to Create and Assign Budget Groups in Shirofune

Introduction

Budget Groups in Shirofune help advertisers organize and allocate budgets efficiently across multiple campaigns. This article walks through the creation and assignment of budget groups to ensure better budget control and performance optimization.

Steps to Create Budget Groups

1. Understanding Budget Group Tables

• The first table controls the creation of budget groups.
• The second table manages which campaigns belong to each budget group.

2. Creating a New Budget Group

• Click Edit → Create New Group.
• Name the budget group (e.g., "Meta Ads Campaigns").
• Set the monthly budget allocation (e.g., $50,000).
• If optimizing for ROAS (Return on Ad Spend), enter a minimum ROAS target.
  • Leaving this field empty will optimize for maximum ROAS.
• Click Complete Setup to finalize the budget group creation.

Assigning Campaigns to Budget Groups

1. Filtering Campaigns for Assignment

• Click Edit on the second table.
• Apply filters to view only relevant campaigns:
  • Example: Enabled campaigns in Meta (Facebook & Instagram).
• The filtered view will display only active campaigns matching the selected criteria.

2. Assigning Campaigns to a Budget Group

• Select a single campaign and assign a budget group manually.
• OR bulk-select multiple campaigns and assign them to the same budget group in one step.
• Click Save Changes to finalize the assignment.

Final Review

• After assigning campaigns, verify that each one is listed under the correct Budget Group.
• This process should be repeated for all campaigns to ensure they are correctly categorized.

Conclusion

Creating and managing budget groups in Shirofune is a quick and efficient way to control ad spend. By properly assigning campaigns to budget groups, advertisers can optimize budget utilization and performance tracking.