During an ad account's or a campaign's lifetime, you may need to update its name for various reasons. Learn how to quickly and easily pull those new names into Shape.
Option 1: Wait 24-48 Hours
Option 2: Refresh the Data Source / Ad Account Manually
The second option is to refresh your Data Source / Ad Accounts manually to pull in the new names immediately. The benefit of this option is you do not have to wait several days for names to update.
Update Data Source
1. Navigate to the main dashboard, and click "Create Budget."
2. Select your client's name on the "Select a Client" screen. Click "Next."
3. On the "Add Campaigns screen," click the data sources tab.
4. Find the name of the data source where you changed the account name(s).
5. Click the cloud/downward arrow on the far right-hand side to refresh all accounts in the data source.
6. This should pull in/update the new account names automatically for you.
Update Individual Accounts
1. Navigate to the main dashboard, and click "Create Budget."
2. Select your client's name on the "Select a Client" screen. Click "Next."
3. On the "Add Campaigns screen," find the name of the account where you changed the account or campaign name
4. Click the cloud/downward arrow on the far right-hand side to refresh the account.
5. This should pull in/update the new campaign names automatically for you. Please repeat as needed for additional accounts/campaigns.
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