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Featured articles
6 articles
What is a Custom Value?
Product Release Notes - June 2022
Product Release Notes - May 2022
Product Release Notes - April 2022
Product Release Notes - March 2022
Product Release Notes - February 2022
Getting Started
12 articles
Adding a Data Source
What is a Client?
Creating a Client
What is a Budget?
Creating a Budget
Budget Designer [Video]
What is a Company in Shape?
Adding Multiple Shape Company Accounts
View all articles in “Getting Started”
Data Sources
13 articles
What is a Data Source?
Adding a Data Source
Refreshing Data
Linking a Google Ads Manager Account (MCC)
Importing Youtube Campaigns into Shape
Linking a Facebook Business Manager
Importing Instagram Campaigns in to Shape
Linking a Microsoft Advertising (fka Bing Ads) Agency Account
View all articles in “Data Sources”
Dashboard
6 articles
What is the Dashboard?
Client Cards
Decision Grid
Client View
Budget View
Campaign View
PPC Budgets (General)
14 articles
What is a Budget?
Creating a Budget
Monthly and Recurring Budgets
One-Time Budgets
Creating Budgets with Future Start Dates
Common Budget Issues
Copying a Budget
Remove Campaigns from a Budget
View all articles in “PPC Budgets (General)”
PPC Budget Automation
11 articles
What is AutoPilot? / Enabling AutoPilot
What are AutoPilot Modes?
Understanding AutoPilot Status & Modes
AutoPilot Frequently Asked Questions
What is CruiseControl? / Enabling CruiseControl
CruiseControl Frequently Asked Questions
What is RollOver? / Enabling RollOver
Edit RollOver Frequently Asked Questions
View all articles in “PPC Budget Automation”
In-Platform Reporting
6 articles
What are In-Platform Reports?
Launching In-Platform Reports
Accessing In-Platform Reports (for Non-Shape Users)
Company-Level In-Platform Reports
Client-Level In-Platform Reports
Budget-Level In-Platform Reports
Custom Values
8 articles
What is a Custom Value?
Creating Custom Values
Adding Custom Values to Clients & Budgets
Deleting Custom Values
Static and Dynamic Custom Values
Creating Custom Values Using Formulas & Case Statements
Custom Value Use Cases
Custom Values Troubleshooting
Tags
2 articles
What are Tags?
Filtering Views with Tags
Notes
2 articles
What are Notes?
Notes Frequently Asked Questions
Teams
5 articles
Team Member Roles
Adding Team Members
What are Team Member Tags?
Transferring Admin Rights
Deactivating/Reactivating Members
Alerting & Contacts
4 articles
What are Alerts?
Enabling Alerts (by Type)
What is a Contact?
Creating a Contact
Pricing & Billing
5 articles
Purchasing Shape
Updating Billing Information
Shape Invoices
Pricing Frequently Asked Questions
Canceling a Shape Subscription
Checklists
7 articles
Checklist: Link a Data Source
Checklist: Create a Client
Checklist: Create a Budget
Checklist: Avoiding AutoPilot Errors
Checklist: 1st Day After Launch
Checklist: 1 to 2 Weeks After Launch
Checklist: 1 Month After Launch
App Gallery
5 articles
The App Portal
Budget Booster
Budget Pacer
Budget Pacer Warnings
Untracked Campaigns
How do I...?
7 articles
How do I monitor my ad budget?
How do I rename a budget?
How do I change a Budget start date?
How do I switch a Data Source?
How do I change a Budget end date?
How do I send Shape notifications to Slack?
How do I get updated campaign/account names to show in Shape?
Understanding Support Email Alerts
5 articles
AutoPilot is Enabled on Ineligible Campaigns
Data Source Permission Error
AutoPilot Enabled on Same Campaign in 2 Budgets
Mismatched AutoPilot Modes
Recommend Adjusting CruiseControl Min/Max Daily Budgets
Product Release Notes
40 articles
Product Release Notes - June 2022
Product Release Notes - May 2022
Product Release Notes - April 2022
Product Release Notes - March 2022
Product Release Notes - February 2022
Product Release Notes - January 2022
Product Release Notes - December 2021
Product Release Notes - November 2021
View all articles in “Product Release Notes”
Shape API
5 articles
What is the Shape API?
Getting Started with the Shape API
Shape API Documentation
The Forge
Shape API Reporting
Advertising Data Infrastructure (ADI)
14 articles
What is the Advertising Data Infrastructure (ADI)?
What is a PPC Data Warehouse?
Activating Your Shape Data Warehouse
Advertising Data Infrastructure (ADI) Tables vs. Views
Advertising Data Infrastructure (ADI) - Free vs. Paid Views
Advertising Data Infrastructure (ADI) View Descriptions
Accessing & Analyzing Your PPC Data in Google BigQuery
How to Connect BigQuery to Data Studio
View all articles in “Advertising Data Infrastructure (ADI)”
Data Studio Templates
6 articles
PPC Performance Trending - [Template]
PPC Budget Tracking - [Template]
Account-Level Spend Overview - [Template]
Client Campaign Report - [Template]
PPC Performance Audit - [Template]
Troubleshooting Shape Data Studio Templates
Data Studio Support
9 articles
Creating a Report from a Shape Template
Creating a Data Studio Report from Scratch
Editing Shape’s Template Reports - Report Settings
Editing Shape’s Template Reports - Data
Editing Shape’s Template Reports - Report Vs. Page-Level Elements
Sharing a Data Studio Report With Clients
Exporting and Printing Data Studio Reports
Fixing Common Data Studio Errors
View all articles in “Data Studio Support”