We suggest going through this checklist the first day after you join Shape.io to ensure a successful onboarding!
Complete Onboarding
Add internal/external stakeholders as "contacts"
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
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