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Featured articles

• Product Release Notes - August 2019
• Product Release Notes - July 2019
• Product Release Notes - June 2019
• Product Release Notes - May 2019
• Product Release Notes - April 2019
• Untracked Campaigns

Getting Started

• Adding a Data Source
• What is a Client?
• Creating a Client
• What is a Budget?
• Creating a Budget
• Budget Designer [Video]
• Member Settings
• Change History Report
• 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)
• Linking a Google Display & Video 360 (DV360) Account
• Importing Youtube Campaigns in to Shape
• 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
• 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

• What is AutoPilot? / Enabling AutoPilot
• What are AutoPilot Modes?
• Understanding AutoPilot Status & Modes
• AutoPilot Frequently Asked Questions
• What is RollOver? / Enabling RollOver
• RollOver Frequently Asked Questions
• What is SmartSync? / Enabling SmartSync
• SmartSync Frequently Asked Questions
• View all articles in “PPC Budget Automation”

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

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 Gallery
• 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 or end date?
• How do I switch a Data Source?

Product Release Notes

• Product Release Notes - August 2019
• Product Release Notes - July 2019
• Product Release Notes - June 2019
• Product Release Notes - May 2019
• Product Release Notes - April 2019
• Product Release Notes - Q1 2019