Create a Portfolio

Creating separate portfolios is a great way to keep your campaigns organized and manageable. In the past, I have created a specific portfolio just for active campaigns, which makes it easy to manage them while they are running. However, I have found that I prefer organizing my campaigns by book title, and I recommend this practice.

This video will show you how to set-up a portfolio to utilize its budget features and how to add campaigns to your portfolio.

Setting up a portfolio should ideally be done BEFORE you create a campaign, but you can always add campaigns to new portfolios after the fact.