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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 date?

Changing a Budget start 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.
How do I change a Budget end date?

Shape allows team members to change one-time budgets' end dates. Learn how to use this feature.
How do I send Shape notifications to Slack?

Shape does not currently offer a first-party integrations with Slack. However, it is possible to send your Shape budget notifications to Slack using the workaround below.
How do I get updated campaign/account names to show in Shape?

During an ad account's or a campaign's lifetime, you may need to update its name for a variety of reasons. Learn how to quickly and easily pull those new names into Shape.