NinjaCat

Shape Setup

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

With 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…

Microsoft Entra ID (Azure AD) SSO Setup for Shape

Getting Started

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

Connect ad platforms to Shape using a service account (e.g., shape@yourcompany.com) instead of a personal login. This keeps your connection active if an employee leaves, preventing budget pacing disruptions and…

Datasource Best Practices: Connecting Ad Platforms with Service Accounts

Data Sources

What is the Dashboard?

Client Cards

Decision Grid

Client View

Budget View

Campaign View

Shape Dashboard & Views

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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