Brax Multi-Client Spend Cap Enforcement (Retention)

Brax Multi-Client Spend Cap Enforcement (Retention)

1. 01

   Open the Brax dashboard and navigate to the client's account settings.

   Identify the current plan tier (Starter, Business, etc.) and the monthly ad spend cap to determine the overage risk.

2. 02

   Review the 'Spend' overview panel for the client's active campaigns.

   Compare the current month's spend against the plan cap (e.g., $10,000 for Starter, $50,000 for Business) to flag potential overage fees.

3. 03

   Access the 'Scheduled Rules' section under Campaign Management.

   Create a rule that pauses campaigns when the account spend reaches 90% of the plan cap, preventing unexpected per-unit overage charges.

4. 04

   Use the bulk editor to adjust budgets across all client campaigns.

   If the client is approaching the cap, reduce daily budgets by a percentage (e.g., 20%) to slow spend pacing without pausing entirely.

5. 05

   Set up a custom calculated metric for 'Effective Spend' that includes overage fees.

   In the reporting module, add a formula that adds projected overage costs (at $0.02 per dollar above cap) to the actual spend, giving a true cost view.

6. 06

   Configure an automated rule to send an email alert when spend exceeds 85% of the cap.

   Use Brax's notification settings to trigger alerts to the agency's account manager, enabling proactive client communication.

7. 07

   Document the cap enforcement settings in the client's SOP handoff notes.

   Include the rule details and the rationale for the 90% threshold so the client's team understands the automated safeguards.