We suggest going through this checklist the first day after you join Shape.io to ensure a successful onboarding!

Complete Onboarding

Link data sources

Create clients

Create budgets

Invite team members to Shape

Add internal/external stakeholders as "contacts"

Add tags to clients

Set "Spend Remaining" Alerts

Change your account timezone (if Admin)

Learn about & enable automation features (ex: AutoPilot, CruiseControl, SmartSync, RollOver)

Enable and apply Custom Values at the Client and Budget levels

Find campaigns in your ad account not added to Shape using the "Untracked Campaigns" app

Explore and customize various reports and views

Visit Knowledge Base to learn more about Shape's offerings