Platform
Blog
API
Sign Up
What can we help you with today?
Get help from the team at Shape
Article suggestions
Featured articles
6 articles
What are In-Platform Reports?
Product Release Notes - February 2021
Product Release Notes - January 2021
Product Release Notes - December 2020
Product Release Notes - November 2020
Product Release Notes - October 2020
Getting Started
13 articles
Adding a Data Source
What is a Client?
Creating a Client
What is a Budget?
Creating a Budget
Budget Designer [Video]
Adding Multiple Shape Company Accounts
Member Settings
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)
Linking a Google Display & Video 360 (DV360) Account
Importing Youtube Campaigns in to Shape
Linking a Facebook Business Manager
Importing Instagram Campaigns in to Shape
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)
11 articles
What is a Budget?
Creating a Budget
Creating Budgets with Future Start Dates
Common Budget Issues
Remove Campaigns from a Budget
Deactivating/Deleting a Budget
Bulk Changes in Shape
Bulk Deactivate/Delete Budgets
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
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
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
4 articles
Purchasing Shape
Updating Billing Information
Shape Invoices
Pricing Frequently Asked Questions
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...?
6 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?
Product Release Notes
24 articles
Product Release Notes - February 2021
Product Release Notes - January 2021
Product Release Notes - December 2020
Product Release Notes - November 2020
Product Release Notes - October 2020
Product Release Notes - September 2020
Product Release Notes - August 2020
Product Release Notes - July 2020
View all articles in “Product Release Notes”
Advertising Data Infrastructure (ADI)
13 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”