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Featured articles

• What is a Custom Value?
• Product Release Notes - December 2021
• Product Release Notes - November 2021
• Product Release Notes - October 2021
• Product Release Notes - September 2021
• Product Release Notes - August 2021

Getting Started

• 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

• 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

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

PPC Budgets (General)

• 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

• 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

• 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

• 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

• What are Tags?
• Filtering Views with Tags

Notes

• What are Notes?
• Notes Frequently Asked Questions

Teams

• Team Member Roles
• Adding Team Members
• What are Team Member Tags?
• Transferring Admin Rights
• Deactivating/Reactivating Members

Alerting & Contacts

• What are Alerts?
• Enabling Alerts (by Type)
• What is a Contact?
• Creating a Contact

Pricing & Billing

• Purchasing Shape
• Updating Billing Information
• Shape Invoices
• Pricing Frequently Asked Questions
• Canceling a Shape Subscription

Checklists

• 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

• The App Portal
• Budget Booster
• Budget Pacer
• Budget Pacer Warnings
• Untracked Campaigns

How do I...?

• 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

• AutoPilot is Enabled on Ineligible Campaigns
• Data Source Permission Error
• AutoPilot Enabled on Same Campaign in 2 Budgets
• Mismatched AutoPilot Modes

Product Release Notes

• Product Release Notes - December 2021
• Product Release Notes - November 2021
• Product Release Notes - October 2021
• Product Release Notes - September 2021
• Product Release Notes - August 2021
• Product Release Notes - July 2021
• Product Release Notes - June 2021
• Product Release Notes - May 2021
• View all articles in “Product Release Notes”

Shape API

• What is the Shape API?
• Getting Started with the Shape API
• Shape API Documentation
• The Forge
• Shape API Reporting

Advertising Data Infrastructure (ADI)

• 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

• 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

• 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”