Bulk Changes in Shape

Shape allows you to make several different types of bulk changes across multiple levels of the platform.

You can make bulk changes at the client, budget, campaign, ad group/ad set, ads, and keyword level. 

Below, we'll outline how to make bulk changes and the changes you can make across multiple campaigns at each level.

NOTE: SHAPE RELEASED A FEATURE TO MAKE BULK UPDATES TO BUDGET AMOUNTS. FOR MORE INFORMATION ON HOW TO MAKE BULK CHANGES FOR BUDGET AMOUNTS, VIEW THIS ARTICLE.

Making Bulk Changes

1. To make bulk changes, first, navigate to the decision grid. You can find decision grids on the main dashboard, client level, or budget level. 
2. Select all the campaigns you want to edit in bulk using the checkboxes on the far left-hand side of the screen.
3. Click on the pencil (edit) icon in the toolbar at the top of the screen.
4. You'll be taken to the "Edit Settings" screen. 
5. Select the settings you want to edit in bulk and select "Save Settings."
   • Certain warnings or additional prompts may appear depending on which settings you enable.

*To view a list of all the elements (campaigns, budgets, ad groups, etc.) you are changing, hover over the "More Info" icon near the top left-hand side of the screen.

Bulk Change Edits

Previously, bulk changes to elements such as Campaign daily budgets could only be set as a new value. Shape has updated our platform to allow for greater flexibility in updating certain Budget, campaign, and keyword elements in bulk. 

You can: 

1. Update all to a new value

2. Increase amounts by an amount (with optional upper limit)

3. Increase amounts by a percent (with optional upper limit)

4. Decrease amounts by an amount (with optional upper limit)

5. Decrease amounts by a percent (with optional upper limit)

The elements that can be updated with the new forms are: 

• Campaign Daily Budgets
• Campaign CruiseControl Min daily budgets
• Campaign CruiseControl Default daily budgets
• Campaign CruiseControl Max daily budgets
• Keyword CPC bids

Bulk Changes at Client Level

• Set Currency
• Apply Client-level Custom Values
• Delete Clients

Bulk Changes at Budget Level

• Update Budget Amounts
• Disable AutoPilot 
• Enable/Disable CruiseControl, RollOver, or SmartSync
• Set or adjust CruiseControl Min, Max, and Default daily budgets
• Apply Budget-level Custom Values
• Deactivate Budgets
• Delete Budgets

Helpful Links

• Dashboard (platform)