Before you begin: A margin refers to an additional amount or percentage added to the actual spend for a given account. A margin rule determines how this amount or percentage is applied to an account or account metric. For more information, please see How To Use Margin Rules.
What is a Zero Percent Margin Rule?
A zero percent margin rule allows you to apply a margin value of 0% for a specific client. This means no additional charge will be added to that client’s reported spend, effectively exempting them from markup.
When to use a Zero Percent Margin Rule
Zero percent margin rules are useful when you need to exclude a client from a standard service fee or markup. For example, if your agency typically adds a 10% service fee to digital ad spend, but one client should not be charged that fee, you can use a zero percent margin rule to handle the exception.
You can apply the standard margin rule (e.g., 10%) to all clients and then override the margin to 0% for specific clients as needed. This allows you to manage exceptions within a single rule and easily accommodate future clients who also qualify for exemption.