Learn how to set the margin your agency includes in client billing on the Canvas (new experience). Turn on the margin toggle, enter the rate, and let the platform handle the split between media costs and service fees. The margin option turns off when the campaign uses journey-level billing settings.
Steps to setting a margin
The Margin toggle affects billing for agencies that manage client budgets. If you don't work for an agency, switch off the toggle and ignore this feature.
- Open a campaign on the Canvas (new experience).
- Go to the top of the canvas and confirm the New experience toggle is switched on.
- Click the campaign block. A new window displays.
- Click the Budget & goals tab.
- Scroll down to the Campaign billing heading.
Steps to input settings
To enter custom Margin settings, switch off the Use journey settings toggle. When off, the platform unhides the Margin toggle.
- Switch on the Margin toggle if your agency includes a margin in client billing.
- Enter rates in the fields. (see below)
- Click the Save button.
Margin rates
The number of margin fields changes with the CPM selection.
If you enable Dynamic CPM, there are three margin rate fields:
- Minimum margin: Lowest margin you’re willing to allow to achieve your goals and deliver the campaign budget.
- Maximum margin: Highest margin you’re willing to allow to achieve your goals and deliver the campaign budget.
- Target margin: Ideal margin you'd like to achieve while balancing performance and campaign spend.
If you enable Fixed CPM, there are two margin rate fields: Target margin and Maximum margin.
How margins work
If the margin toggle is off, the entire client budget goes to media spend. For example, if the budget is $10,000 and your agency charges a 30 percent margin, the client pays $10,000 for media plus an additional $3,000 as your fee.
If the margin toggle is on, the margin sits inside the $10,000 budget. With a 30 percent margin, about $7,000 goes to media, and about $3,000 becomes the agency’s margin. The exact amount may vary based on CPMs. The platform generates one invoice for media and one invoice for services.
FAQs
What does the Margin toggle do in Canvas campaign billing?
The Margin toggle controls whether an agency fee sits inside the client budget. When enabled, the platform allocates part of the budget to services and the remainder to media. When disabled, the full budget applies to media spend and the agency fee bills separately.
Why is the Margin option unavailable in a campaign?
The Margin option turns off when the campaign uses journey-level billing settings. Marketers must switch off Use journey settings to expose campaign-level margin controls. The New experience toggle must also remain on to access Canvas billing features.
How do Dynamic CPM margin rates work?
Dynamic CPM uses minimum, maximum, and target margin fields. The platform adjusts margin within these limits to deliver the budget and campaign goals. This approach gives flexibility while protecting agency fees during CPM fluctuations.
What margin fields apply to Fixed CPM campaigns?
Fixed CPM campaigns use target and maximum margin fields. The target margin defines the preferred agency fee, while the maximum margin sets an upper limit. The platform applies these values while it allocates budget between media and services.
How does billing change when the Margin toggle is on?
When the Margin toggle is on, the agency fee sits inside the client budget. The platform splits the total into media costs and service fees. Marketers receive separate invoices for media and services, with amounts that reflect actual CPM outcomes.
Related articles
Configure campaign billing
Adjust time zone for a campaign
Configure impression events