Missing Ad Account or Missing Campaign in a Data Source FAQ

1. I just added a new account or campaign on an advertising platform, but Shape is not displaying them yet. How do I add my new account or campaigns to a Shape Budget?

• Navigate to the Budget Designer form. 
  • If you're creating a new budget, you can "Create a Budget" from the dashboard directly or navigate to a client to  "Create a Budget."
  • If you're adding campaigns to an existing Budget, navigate to the "Budget" and click "Add & Remove Campaigns."
• Navigate to the  "Add Campaigns" screen. You'll see three tabs: Data Sources, Accounts, Campaigns

Pull in New Account

1. If you're not seeing the account you're hoping to find, first select a data source.
2. In the right-hand corner of the screen, there will be a cloud icon with an arrow. 
3. Click this to pull all your new accounts to pull into the selector.
4. You will receive an alert notifying you how many new accounts were pulled in.

2. Pull in New Campaigns

1. If you're not seeing the campaigns you're hoping to find, select the account the campaigns belong to.
2. You'll have the same option to "refresh" the account and pull any new campaigns in using the cloud/arrow icon. 

Helpful Links

• Data Sources (Platform)