In Adwords, this is how you’d make two shared budgets.
Go to Shared Library > Budgets and make however many budgets you want. What’s important is what you name them.
Warning: I don’t recommend copying/pasting anything from this post. It contains curly quotes which will most-likely break any script you’re trying to run. Illustrating the conceptual steps is what’s most-important here.
Let’s say I have two budgets already made: “Client – Desktop” and “Client – Mobile”
We need to set up our spreadsheets now:
Step 1. In Google Drive, go to Templates and make a copy of (right-click > make a copy) “Shared Budget Management Sheet – Template” and move into a client folder ex: My Drive > Clients > Client A
Step 2. Go to “Copy of Shared Budget Management Sheet – Template”, right-click and rename to, for example, “Shared Budget Management Sheet – Client A”
Step 3. Open that spreadsheet in your browser. You see “Budget1” tab at the bottom. Right-click that and choose “Duplicate”. Rename it to “Budget2” (for now). You now have two tabs. Two tabs means you should be able to control two shared budgets.
In Budget1 tab, let’s put “Client – Desktop” into cell B8 to define Budget Name.
In Budget2 tab, let’s put “Client – Mobile” into cell B8 to define Budget Name.
There should already be this formula in B2: =TODAY()-DAY(TODAY())+1
And this formula in B3: =EOMONTH(TODAY(),0)
Change Budget Amount, Minimum Budget, Weekend Spend %, Volatility as-needed.
We need to set up our Adwords Scripts in Adwords:
Step 1. copy Shared_Budget_Management_GDrive_Reference.txt script to clipboard
Step 2. In Adwords account > Bulk Operations > Scripts, click new script button, delete any existing text default script Adwords has, and paste clipboard data in.
Step 3. In your spreadsheet, click on the “Budget1” tab, then copy the URL.
Paste this URL into the script between the single quotes in row 2 for var spreadsheet_url variable.
Step 4. var sheetName is current set to ‘Budget1‘. This script will control the ‘Budget1‘ tab.
Step 5. var RECIPIENT_EMAIL = ‘firstname.lastname@example.org‘; to var RECIPIENT_EMAIL = ”;
Step 6. Change the name of the script from “Unnamed script” to “Budget1” for now.
Step 7. Grant Authorize wherever needed.
Step 8. Click “Preview” button. If all is well, it should have recorded the value in the logs of the spreadsheet.
Step 9. In Adwords, we still need to make another script instance to control Budget2. Go into Budget1 Adwords script and copy everything to clipboard.
Step 10. Create a new Adwords script, follow the exact same directions as above. The only KEY VITAL thing to do differently is change:
var sheetName = ‘Budget1‘; to var sheetName = ‘Budget2‘;
Step 11. Click “Preview”. Then go to “Budget2” in your spreadsheet. Did the value show up in the logs? It should have.
This is essentially the steps needed to set up a multiple shared budgets and control them from one workbook in Google Drive. You can create as many additional tabs as you need budgets for. You just need to make sure you put the correct budget name in each instance of an Adwords Script.