Anything I should know before using AutoPilot?

  • Campaigns on AutoPilot MUST be paused or activated from the Shape interface. If a pause/enable happens outside of Shape, AutoPilot will not detect the change and will likely undo the status change you just performed.
  • If you pause a campaign in Shape manually, it will go into Standby mode. Shape assumes that you want the campaign paused for the duration of the budget cycle. If utilizing AutoPilot Pause/Enable or AutoPilot Daily Pause/Enable, a campaign in standby will reactivate it at the start of the next budget cycle. If you want the campaign to remain paused indefinitely, you must switch Auto Pilot to off for that specific campaign.
    • NOTE: You can also manually choose to place a campaign into Standby mode using the Automation tab on the "Edit Budget Settings" form.
  • You must set up a timezone for AutoPilot to work correctly. Navigate to the settings page found in the menu and choose the correct timezone. This will sync up AutoPilot with your campaign data.

 

Should I apply AutoPilot to all my campaigns?

Only include the campaigns you are comfortable with being auto paused and activated by AutoPilot. If you have legacy campaigns you don’t want to be activated, DO NOT apply AutoPilot to these campaigns.

 

How does AutoPilot decide to pause campaigns? 

The platform checks spend levels multiple times a day for every Budget.

When you're using AutoPilot Pause Only or AutoPilot Pause/Enable, if AutoPilot detects at any time during the cycle that less than 2% of your Budget is remaining, the campaigns on AutoPilot are paused until the next cycle when you have more Budget to spend.

When you're using AutoPilot Daily Pause/Enable, if AutoPilot detects at any time during the day that your campaigns have hit the ideal daily target, the campaigns on AutoPilot Daily are paused until the next day when they are reactivated.

How does AutoPilot decide to activate campaigns? 

When you're using AutoPilot Pause Only, AutoPilot will never reactivate campaigns. YOU MUST ACTIVATE CAMPAIGNS MANUALLY.

When you're using AutoPilot Pause/Enable, AutoPilot will reactivate campaigns on the first day of the next billing cycle or if the budget target is increased mid-cycle.  

When you're using AutoPilot Daily Pause/Enable, AutoPilot will reactivate your campaigns each night as close to 12:01 AM as possible (assuming they were paused the day before). 

 

Will AutoPilot alert me when campaigns are paused?

If your campaigns are on AutoPilot Pause Only or AutoPilot Pause/Enable, you will be alerted when AutoPilot takes action and changes campaign status on your behalf. An email is sent with a summary of the campaigns that were paused and an alert appears in Shape.

Due to the sheer volume of changes made daily on AutoPilot Daily Pause/Enable, you will not be alerted to changes currently.  

Does AutoPilot work on One-Time Budgets?

AutoPilot is designed to pause campaigns once the budget cap is hit. If the budget cap is not hit during a cycle, AutoPilot will not pause the campaigns. 

This is true for one-time budgets. AutoPilot will not pause campaigns at the end of the cycle if there is available budget cap remaining. The campaigns may keep on spending after the end date. Since the budget will have ended, Shape will take no further action on the budget past the end date.

If there is any chance the budget will not reach its full budget cap during the one-time budget cycle, please implement a method to pause the campaign in the advertising platforms (such as setting an end date) to prevent the campaigns from overspending.

Does AutoPilot work on all Campaign types?

No!

AutoPilot does not work for certain campaign types. AutoPilot also does not work when the permissions granted to a data source email are too low.  

AutoPilot does not work for:

    • Campaign Types:
      • Youtube Video Campaigns
      • Google Ads Experiment Campaigns
      • Google Ads Express Campaigns
    • Account Permission Levels: 
      • Facebook - "Ad Account Analyst" 
      • Google - "Email Only" or " Read Only" 
      • Microsoft Advertising (fka Bing) - "Viewer"
      • LinkedIn - "Creative Manager" or "Viewer"
      • Twitter - "Campaign Analyst" or "Organic Analyst"

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