Shape Setup

Getting Started

• Getting Started: Adding a Data Source
• What is a Client?
• Creating a Client
• What is a Budget?
• Getting Started: Creating a Budget
• Budget Designer [Video]

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Data Sources

• What is a Data Source?
• Data Sources: Adding a Data Source
• Refreshing Data
• Linking a Google Ads Manager Account (MCC)
• Importing Youtube Campaigns into Shape
• Linking a Facebook Business Manager

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Shape Dashboard & Views

• What is the Dashboard?
• Client Cards
• Decision Grid
• Client View
• Budget View
• Campaign View