Skip to main content

Assign Custom GAU Allocations for Specific Campaign Members

🚀 Quickstart​

  1. Open your billing campaign and launch the Billing Wizard.
  2. Go to the Edit GAU Allocations page.
  3. Enter a custom amount in the Custom Amount field.
  4. Click Custom to apply that value across all selected GAU rows.
  5. Optionally, enter custom values directly in the table to adjust amounts per GAU and account.
  6. Click Save to finalize the allocations.

Assign Custom GAU Allocations for Specific Campaign Members

Use this guide to assign custom GAU amounts to a subset of campaign members, either by setting a global custom value or adjusting individual allocation amounts per account.

Overview​

Custom GAU allocations allow you to override default charge templates and tailor billing per account or GAU line. This is useful when not all campaign members are billed uniformly, or when individual adjustments are required.

Prerequisites​

  • The campaign has been set up with members and charge templates.
  • You have access to the Mass Billing Wizard.
  • GAUs and related allocation fields are already configured.

Step-by-Step Instructions​

1. Open the Billing Wizard​

  1. Navigate to the Campaigns tab.
  2. Open the billing campaign you want to work with.
  3. Launch the Billing Wizard.
  4. Go to the Edit GAU Allocations step.

2. Set a Custom GAU Amount for All Allocations​

  1. In the Custom Amount field, enter the desired amount.
  2. Click the Custom button to apply this amount across all visible GAU allocation rows.
    • This will overwrite any default amounts for those entries.

3. Customize Amounts Per Account or GAU Allocation​

  1. Scroll down to the Per-Account Allocations section of the table.
  2. Locate the specific GAU allocation row you want to update.
  3. Click into the amount field for the desired GAU.
  4. Enter a custom value and press Enter to apply it.
  5. Repeat for any additional GAU or account-specific adjustments.

4. Save the Allocations​

  1. Once all customizations are complete, click Save to confirm changes.

Notes​

  • The Custom button applies a single amount across all currently editable allocations.
  • Individual amount fields let you fine-tune values at the account and GAU level.
  • Changes will not take effect until you click Save.

Troubleshooting​

  • Can't see the Custom field: Confirm you're on the Edit GAU Allocations page in the Billing Wizard.
  • Changes not saved: Be sure to press Enter after editing inline fields and click Save.
  • Amounts reset unexpectedly: Avoid switching assignment modes (e.g., Default to Custom) mid-edit unless needed.