Before you edit a plan, consider the following:
- You can change the target spend, along with current and future allocations, in a plan. You can't change allocations for past days or weeks.
- You can change the time frame for the plan as long as it ends on or after the day it was created. Plans can't overlap.
- You can't move or copy a plan to a different campaign group.
- Budget bid strategies can't be removed in the Bid strategies section. However, you can pause a budget bid strategy by editing the plan.
- Changing the date range for a plan resets its forecast.
- If the plan is manual (that is, a budget bid strategy isn't managing spend automatically), you’re required to manually change your campaign budgets and bids.
To edit a plan, follow these steps:
- Sign in to your Search Ads 360 experience.
- Navigate to a manager or sub-manager account.
- In the left page menu, click Bidding & planning.
- Click Plans, and then click All plans in the sub-menu.
- Select the checkboxes of the plans that you want to edit.
- You can also click the Add filter button to filter the list and find the plans that you want to edit.
- In the toolbar above the reporting table, click the Edit dropdown, and then select Edit Plans.
- To view or edit multiple plans together, the plans must be compatible. That is, the plans must have passed and have the same currency, plan period, and KPI metric.
- Make your edits on the “Edit plans” page.
- (Optional) You can also set a custom conversion rate when setting up your plan. Click on the pencil icon next to “Custom conversion rate” above the graph to set a customer conversion rate and click Apply.
- Click Continue.
- Review your changes (and make any additional changes) on the “Plan Summary” page.
- Click Update plan.
Learn more about how to Manage spend in plans.