Tutorial: User Guide - Social Budget Consolidation

If you have issues or questions please reach tag the @support-alli-solutions group and reach out in #alli-social-automation

The marketplace app is set to run and check for any updates +/- 15 minutes from run time. Here is the guide to ensure you’re setting up the data correctly.

How to use the Google Sheet

There are info markers in the sheet to help, but here is an explanation of the fields.

The headers are locked to prevent changing header names or deleting by accident

Users must manually add the Corresponding Name and Corresponding Id for the tool to run. Use an Alli Data Google Sheet Export if you would like to have the ID’s present in your google sheet

Fields to Update:

Column	Info	Needed to Run?
Approved	Check this when the line item is set up and ready to be processed. Must be checked to run
Date / Time / Timezone	The time that the line should be processed by Alli Budget Consolidation. Timezone is your choice.
Platform	What platform the update is for
Account ID	The Account ID the campaign/adset/ad is in
Level to Change	The level the update is for. Either Campaign or Adset. See: Platform Restrictions
Corresponding Name	Select the name of the Campaign/Adset/Ad
Corresponding ID	This will update with the matching ID of the Name given
Notes	Anything your team finds useful. This doesn’t affect the tool from running
Budget	This may be Lifetime or Daily budget and cannot switch back and forth. Certain platforms may only let you update at campaign or adset level. See: Platform Restrictions
Status	Options: ACTIVE or PAUSED are the only valid options for now. See: Platform Restrictions
Processed	This will be marked by the application if it has processed the item	should not be checked
Errored	This is marked by the application if the line item failed	should not be checked

Nice to Know: Platform Restrictions

This chart will tell you if the platform supports certain levels of updates

Platform	API Limits	Budget Updates	Budget Notes	Status Updates	Status Notes	Scheduling
Meta	For each ad account in a one-hour time period: 100000 if your app is in the Marketing API Standard tier or *300 if your app is in the Dev tier + 40 Num of Active ads.** We are currently Dev tier	Campaign Adset Ad ❌ ( Future Release )	Advantage+ campaigns must always be set at the adset level.	Campaign Adset Ad		Meta is not aware of this tool’s schedule since they do not allow advance scheduling. You must be aware of end dates not interfering with spend
TikTok	Basic rate limit levels have 10 queries-per-second, 864,000 queries per day. This can be upgraded to "Ultimate" for 50 QPS. There are tiers between basic and ultimate. We have something to handle this though and it will wait and try again if this limit is hit. SMART campaigns cannot be updated via the API as TikTok does not support this.	Campaign Adset Ad ❌ ( API Limitations )	CBO will only update at the campaign level	Campaign Adset Ad	Update will succeed even if the status was already set
Snapchat	Rate limits are implemented both at App and Token level, the App is able to support an overall average volume of 20 requests/second, individual Access tokens issued by the App can make requests at an average of 10 requests/second.	Campaign Adset Ad ❌ ( API Limitations )	At campaign level if both budget mode are set lifetime and daily, then it will prioritize lifetime over daily and will only update lifetime budget. No CBO The campaign budget must equal the total of all ad set budgets under that campaign Can not edit the budget of a given campaign to be 4x more than the campaign spend cap (i.e. $50 spend cap, max change is $200)	Campaign Adset Ad	Update will succeed even if the status was already set
Pinterest	The rate limits are per app and this in on a trial period so it is 100 per day	Campaign Adset Ad ❌ ( API Limitations )	CBO campaigns must always be updated at the campaign level	Campaign Adset Ad	Updates may fail if the provided status is already set
Reddit	Update Campaign, Ad Group, and Ads are rate limited at 200 requests per minute.	Campaign ❌ ( On Workflows ) Adset ( On Workflows ) Ad ( API limitation )	Budgets updates are currently only support in Workflows	Campaign Adset Ad

Use Cases

1. Dayparting Without Native Platform Scheduling

Use this approach when platforms do not support reliable advanced scheduling (for example, Meta).

Example

Pause Ad Sets at 11:59 PM
Reactivate Ad Sets at 6:00 AM the following day
Repeat for weekends or designated off-hours

Why this matters

Enables dayparting without rebuilding campaigns or ad sets
Avoids using budget adjustments to control delivery
All scheduled changes are visible and auditable in the Google Sheet

2. Gradual Budget Ramp-Ups for New Launches

Instead of launching campaigns at full budget, schedule incremental budget increases over time.

Example

Day 1: $500
Day 2: $1,000
Day 3: $2,000

Each budget change is entered as a separate row and scheduled in advance.

Why this matters

Reduces performance volatility at launch
Helps protect the platform learning phase
Eliminates the need for manual budget updates during off-hours

3. Emergency Pause Across Platforms

Use the tool as a centralized control point when immediate action is required.

Example

One Google Sheet update
One scheduled timestamp
Ad Sets or Campaigns set to PAUSED across Meta, TikTok, Snapchat, Pinterest, and Reddit

Why this matters

Faster than pausing campaigns individually in each platform
Reduces the risk of missed or inconsistent updates
Provides a clear audit trail showing when and where changes were made

4. Budget Reallocation at Performance Milestones

Schedule budget adjustments in advance based on expected performance checkpoints.

Example

Increase budgets for high-performing campaigns at noon
Reduce budgets for test or exploratory campaigns at the same time
Maintain overall spend while reallocating to stronger performers

Why this matters

Encourages proactive planning rather than reactive changes
Makes optimization workflows more consistent and repeatable
Helps teams manage spend more efficiently across campaigns

5. End-of-Flight Cleanup to Prevent Overspend

Automatically pause campaigns or ad sets when a promotion or flight ends.

Example

Campaign status set to PAUSED at 11:59 PM on the final flight date
No dependence on native platform end dates

Why this matters

Prevents unintended spend after a campaign or promotion ends
Reduces reliance on manual checks or reminders
Particularly useful for short-term promotions and one-off launches

If you want, I can also:

Align this exactly to your existing doc formatting
Add platform-specific callouts where relevant
Tighten this further for a “Quick Start / Common Scenarios” section

How to use the Ad Bloat Integration

If you have integrated Social Ad Bloat into your Social Consolidation sheet, refer to the Social Ad Bloat prompt guide and troubleshooting tips for instructions / tips.

Ensure all tab names are left unchanged (“Budget Sheet”, “Ad Status” and “Ad Bloat”)