Flex Campaign Budget Safeguards

Applies to: Power plan only.

The Campaign Safeguards setting in IZEA® Flex gives organizations the choice of how restrictive they want the system to be when it comes to the campaign’s budget. Once enabled, there are checks in place to ensure that no offers or payments are planned or sent that would over allocate the campaign budget. 

Turning on Campaign Safeguards

Campaign Budgets are enabled at the organization level. Users with Organization Admin permissions can enable these safeguards at any time. 

  • To enable, navigate to your name at the top of your account > Organization > Org Settings
  • From here, select the toggle to enable Campaign Safeguards. Once enabled, the campaign safeguards will be active for all accounts in your organization. 

Using Campaign Safeguards

After you have enabled Campaign Safeguards, you will first need to set the budget for your campaign. If you have not already created your campaign, please see this article.

  • Now that your budget has been added, navigate to the Transactions module. 

Please note: You must have edit access turned on to create payments in the Transaction module.

  • From here, you can select +Add Payment to create your payment. When creating your payment with campaign safeguards, you will be prompted to select the campaign associated with this payment. 
  • After you have entered your campaign details and selected the campaign for your payment, you will notice the Available Balance and Campaign Budget will be shown above your payment details before you select Schedule Payment
    • If you do not have enough funds in your campaign, you will be notified with the "insufficient funds" warning. 

Important note: You must have the Add or Edit Campaign Budget permission in order to assign or edit a campaign budget.  If you do not have this permission, please contact your organization admin.