Balances

A balance represents the funds an account can allocate toward campaigns, acting as a spend cap across all campaigns linked to it. When the combined costs of all linked campaigns reach the balance amount, all associated campaigns will stop running, even if this occurs before their scheduled end date.

Balance Statuses

Balances can have one of the following statuses, which determine whether a balance is currently funding campaigns:

• 🟢 Active: The balance has available funds, and today's date is within its start and end dates. Linked campaigns can spend from this balance.

• 🕒 Scheduled: The balance has available funds, but its start date is in the future. Linked campaigns cannot spend from this balance yet.

• 🔴 Ended: The balance has either run out of funds or is past its end date. Linked campaigns can no longer spend from this balance.

  • Campaigns must be assigned to at least one balance to run.

  • Balances provide an additional budget management tool alongside controls at the campaign or line item level.

  • Balances are read-only through the API; only Admins or Business Managers can create or modify them via the account portal.

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Learn more about balances in the CMax Help Center