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 you apply this amount or percentage to a given account or account metric. For more about margins and margin rules, please see How To Use Margin Rules.
What is a Zero Percent Margin Rule?
In August 2023, TapClicks introduced the capability to enter zero as the margin value for a particular client in a margin or markup rule. This implies that no additional charge will be applied to that specific client.
When to use a Zero Percent Margin Rule
A zero percent margin rule is typically employed for clients the user wishes to exempt from a standard charge. For example, suppose your agency provides digital ad campaigns to clients. You then apply a standard 10% service fee in addition to the ad spend to generate revenue. However, you have a special case client exempt from this service fee.
Using the zero percent margin rule, you can now create a single margin rule with the standard 10% service fee and apply it to all clients, then adjust the margin value to zero for the special case only. Moving forward, you would only need to modify this margin rule if additional clients exempt from the service fee are added.