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Getting Started

Getting Started

Learn how to get started with the Shape Budgeting Platform. We'll cover syncing data sources, creating clients, and setting up your first budget.

Adding a Data Source

Data Sources enable Shape to pull advertising campaign data into the platform. Learn how to add data sources to the platform.
What is a Client?

Learn what a Client is in Shape and find examples of some different ways Clients can be set up.
Creating a Client

Learn how to create a Client in Shape with a step-by-step guide.
What is a Budget?

Learn what a Budget is in Shape and find examples of some different ways Budgets can be set up.
Creating a Budget

Learn how to create a Budget and add campaigns to it in Shape with this step-by-step guide.
Budget Designer [Video]

Learn how to create a Budget in Shape with video walkthrough.
Member Settings

Learn how to customize your personal team member user settings in Shape.
Change History Report

Identify when changes are made to budgets and campaigns in Shape using the Change History report.
Bulk Onboard Clients & Budgets in Shape

Is onboarding new Clients and Budgets preventing you from fully taking advantage of the Shape platform? Shape now offers bulk uploading. Fill out the spreadsheet below and we'll generate your clients and budgets in bulk.
Team Settings

Learn how to customize your team's settings in Shape.
Complete Shape PPC Platform Training Guide

Learn about the Shape PPC budget platform and its functionality with a comprehensive training guide.