We would suggest you go through this checklist the first one to two weeks after you join Shape.io to learn more about the platform and its tools.
Check spend progress toward budget targets
Review one-time budgets that may have ended
Customize your Shape dashboard and user tag
Leave a Note to document campaign performance trends
@ mention a team member on a note
Scheduled Future Budget amounts to reflect upcoming changes
View Budget Pacer suggestions to keep spending on track
Use Budget Booster to identify new spending opportunities
Use the Untracked Campaigns tool to view campaigns not tracked in a Shape Budget
Generate In-Platform reports at the Company, Client, or Budget level
Email support@shape.io with feedback or enhancement requests
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