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How do I...?

How do I...?

We'll populate this with helpful guides to help you answer the question "How do I... in Shape?". Don't see what you're looking for? Email us at support@shape.io and we'll get to work!

How do I monitor my ad budget?

Shape was designed to help agencies and digital advertisers monitor and optimize ad spend for their clients/companies. We'll walk you through how to monitor all your ad budgets.
How do I rename a budget?

Renaming a budget is simple with the "budget settings" menu. Learn how to quickly edit your PPC budget name.
How do I change a Budget start or end date?

Changing a Budget start or end date is not currently possible in Shape. Learn why and workarounds to solve your needs.
How do I switch a Data Source?

Data Sources provide Shape with access to report and manage your digital ad campaigns. Sometimes it's necessary to switch budgets to pull data from one source to another. Learn how here.