How to adjust your Playbook Budget

Adjust your Playbook Budget

When creating a new Playbook in RollWorks you will be prompted to enter your desired budget as part of the playbook setup.

Playbook Budget vs Campaign Budget

Remember that in the case of Playbooks, you are setting either a monthly or total budget, not a daily budget as you do in the case of campaigns.


Select your Budget Type

There are two types of budget you can select when setting up a playbook budget.


  • Choose Ongoing to run your Playbook indefinitely, so that it never stops unless you manually pause it. You can select the Start Date:
    • Choose Start Date = Immediately so that your Playbook starts within a few hours.
    • Choose Start Date = Future Date for your Playbook to start on a specific date in the future.

For an ongoing budget, you will be asked to set a Monthly Budget that will restart each month.

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  • Choose Fixed Dates to run your Playbook for a specific duration of time. If you select this option you will have to decide the following:
    • Start Date
    • End Date

For a Fixed Dates Budget, you will be asked to set a Total Budget that will be distributed for the whole duration of your Playbook.

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Playbook Budget Best Practices

While you enter the details of your budget you will see the estimated Reach Forecast on the right side of the screen.

Reach Forecast is based on the size of your audience. It provides you with suggestions on what your optimal monthly budget should be to reach the audience you wish to target effectively.

The minimum monthly budget is $155

In order to properly optimize your playbook, the minimum monthly budget for a Playbook is $155.

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