Shape Setup
38 articles
Getting Started: Adding a Data Source
What is a Client?
Creating a Client
What is a Budget?
Getting Started: Creating a Budget
Budget Designer [Video]
What is a Company in Shape?
Adding Multiple Shape Company Accounts
Member Settings
Change History Report
Team Settings
Complete Shape PPC Platform Training Guide
Microsoft Entra ID (Azure AD) SSO Setup for ShapeWith Shape, you can use Microsoft Entra ID (formerly Azure AD) for secure Single Sign-On (SSO). This guide walks you through the setup so your team can log in with…
Missing Ad Account or Missing Campaign in a Data Source FAQ
Account Permissions Needed to Manage Campaigns in Shape
Data Source and/of Account "Last Updated" Date
What is a Data Source?
Data Sources: Adding a Data Source
Refreshing Data
Linking a Google Ads Manager Account (MCC)
Importing Youtube Campaigns into Shape
Linking a Facebook Business Manager
Importing Instagram Campaigns in to Shape
Linking a Microsoft Advertising (fka Bing Ads) Agency Account
Linking a LinkedIn Ads Account
Linking a Pinterest Ads Manager Account
Linking a TikTok Ads Manager Account
Linking a Twitter Ads Account
Removing an Advertising Data Source
Test
One-Way Integrations - Frequently Asked Questions
Datasource Best Practices: Connecting Ad Platforms with Service AccountsConnect ad platforms to Shape using a service account (e.g., [email protected]) instead of a personal login. This keeps your connection active if an employee leaves, preventing budget pacing disruptions and…