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Step 1: Settings

Once you've created your line item, you can still edit most of its settings.

To edit a line item, simply follow the steps below:

  1. Go to the Campaign section (click on Campaigns in the header of CMax to access the Campaign section)

  2. Find the campaign in which you want to edit a line item and click on its campaign name

  3. You'll land on your campaign page, where you can see all line items. You can click on a line item to go to the first page of the line item settings (name, retailer, dates, budget, and pacing)

  4. If you want to edit:

    1. Name, Dates, Budget, Pacing, Bid, or Optimization strategy:
      Click on the edit icon in the line item table, next to the settings you want to change.

      • All settings above and/or the Products:
        Click on the line item name in the table; you’ll be redirected to the same workflow as the one you used to create the line item and will be able to edit most of its settings.

Line Item Budgets

Line item budgets help you control your advertising costs for specific products. In CMax, you can decide to either set a total budget for your line item or leave your line item uncapped. You can edit a line item budget at any time, effective immediately.

  1. On the Campaigns page, click the name of the campaign that contains the line item you want to edit.

  2. On the Line Items page, click the name of the line item you want to edit.

  3. Click the Edit icon in the Remaining Budget column. 

  4. If switching from uncapped to capped, select Capped and enter the amount to cap the budget at a set amount. Once your line item reaches the set budget amount, it will stop delivering ads. 

    If switching from capped to uncapped, select Uncapped if you'd like your line item to spend freely from your campaign's budget. 

    If editing your capped line item budget, choose Increase By or Decrease By and enter the amount to add to or remove from your line item's remaining budget. You can mark the New Remaining Budget checkbox to make sure the budget corresponds to the amount you want your line item to be able to spend.

  5. Click Save.


Edit basic line item Settings: name, retailer, dates

Either click on the edit icon in the table next to the setting you want to change or click on the line item's name and land on Step 1 above. You can edit the name and dates in this step. You can also click on "Details" in the first column to be brought to Step 1 of that line item.

Editing a line item name

After clicking on the edit icon next to the line item name in the table or during Step 1 of your line item editing, you will see the previously entered line item name.
To edit the name here, simply change the name in the field and make sure that it is different from other line items in the campaign. Click on Save or Continue before exiting.

Editing a line item retailer

In Step 1 of your line item editing, you can see the previously selected retailer. The input field under the retailer box is greyed (disabled). This is because you cannot edit the retailer selected for your line item after launching it.

If you need to select another retailer, we recommend that you set up a new line item with the new retailer and product(s).

Editing line item start and end dates

Click on the edit icon next to the line item dates in the table, or in Step 1, you can see the setup dates under the Schedule box.

To edit the dates, simply select new dates and save. You can choose today’s date or any date in the future for the start date. For the end date, select either “None” or a specific date. Click on Continue or Save before exiting.

Note that a change in your line item dates can cause a change in its status as well.

Learn how to build your first line item in CMax with this video.

Edit Budget, Caps, and Pacing

Editing a line item budget

Click on the edit icon next to the line item budget OR in Step 1 of your line item workflow, you can edit the budget.

You have two options available for editing your budget:

  • Uncapped budget:
    Select Uncapped. Your line item will spend freely from the funds available at the campaign level. The available funds are determined by the campaign budget and can be capped or uncapped.
    Your line item will stop spending once the campaign budget is reached. At this point, your line item status will switch to "Budget Hit".

  • Capped budget:
    Click on Capped and select either Increase by or Decrease by from the dropdown to enter the amount you’d like to add or remove from your current remaining budget.
    You can see then the new remaining budget at the bottom of the Line Item Budget box.
    Your line item might not spend the entire amount. The amount is used as a cap and your line item will stop spending when it is reached.

Editing a daily pace

Click on the edit icon next to the line item daily pace OR in Step 1 of your line item workflow, you can edit the pacing of your budget delivery. 

A daily pace can be helpful to ensure your budget lasts for the duration of your line item's schedule.

To edit a daily pace, you have two options.

  • Strict amount:
    Click on the amount line and enter an amount.
    This amount will serve as a daily cap. Every day, your line item will stop serving ads and switch to a “Budget Hit” status when this amount is reached. The line item will automatically reactivate at the start of the next day (as long as there are funds available for it to spend).

  • Automate:
    Enter a line item end date and a total budget or a monthly pace in order to be able to activate the Automated option. The Automated option will adjust your daily pace at the beginning of each day based on the line item end date and remaining budget.

This option is helpful if the line item does not reach its daily spend every day, but you want to make sure it has the opportunity to spend the full budget.


Editing a monthly pace

Click on the edit icon next to the line item monthly pace or in Step 1 of your line item workflow, you can edit the pacing of your budget delivery. 

To edit a monthly pace, click on the amount line and enter a new amount. Click on Continue or Save before exiting.

This amount will serve as a monthly cap. During the month your line item will stop serving ads and switch to a “Budget Hit” status when this amount is reached. The line item will automatically reactivate at the start of the next month (as long as there are funds available for it to spend).