Along with providing intuitive and flexible PPC performance dashboards, Shape also provides alerts to help notify analysts when actions have been or need to be taken. 

Shape provides both in-platform alerts and email alerts dependent on your custom needs. There are multiple types of alerts. 

In-platform alerts appear in three places. All will display numbered bubbles if there are new alerts.

1. The top navigation bar


  • App Gallery Alerts (Shape logo)
    • Untracked Campaigns 
  • Budget Alerts (bell) 

2. The right-hand corner menu (three vertical dots)  


  • SmartSync Campaigns
  • What's New 

3. Data Source Disconnection Alerts (left navigation)

App Gallery Alerts

Untracked Campaigns (In-Platform)

The Untracked Campaigns app alerts Shape teams when there are campaigns that are not being tracked in Budgets.

The App Gallery displays a count of how many campaigns are currently not tracked (as seen in the top navigation bar screenshot above). The number of Untracked Campaigns reflects the campaigns that need to be added to a Shape budget or ignored. Once an action is taken, the count displayed will decrease.

 

Automation Alerts

Budget Spent Alert (In-Platform and Email)

When you set up or edit a Budget, you have the opportunity to choose if you'd like to be alerted and emailed when the remaining Budget reaches 90%, 75%, 50%, 20%, 10%, 5%, or 1%. 

When your spend nears your Budget threshold, an in-platform notification will appear with the name of the Budget, the amount of available Budget remaining, and how recently the alert was generated. The alert gives you the option to clear the alert or click the Budget name to take action.

If you've enabled email alerts, you'll also receive an email alert that outlines the same information and provides you with a link to navigate quickly to the dashboard to take action. 

 

SmartSync Alert (In-Platform)

If you've enabled SmartSync, the SmartSync Alert will automatically notify you when the platform has detected a new campaign in one of your SmartSync-enabled clients and added it to a Budget (or Budgets). The alert will tell you both the Client and the Budget name the campaign was added to.

This alert is designed to provide you with peace of mind that your new campaign has been successfully added to your desired Budget in Shape and is being tracked against the correct Budget targets.

Auto-Pilot (Email)

If you have enabled AutoPilot for a Budget and have email alerts enabled for your Team Member Tag, you will be alerted via email when your campaign statuses have changed. 

If your Budget hits its target spend cap, AutoPilot will pause your campaigns with AutoPilot enabled and alert you via an email. Your campaigns will automatically be turned back on at the start of the new Budget cycle.

What's New (In-Platform)

When Shape releases an important new feature, we'll notify you in the "What's New" alert section. In this section, we'll provide a quick overview of the change being made, the release date, and helpful links (if necessary).

 

Data Source Disconnection Alerts

If Shape has lost access to a Data Source for whatever reason, a red alert will appear on the "Data Sources" tab on the left-hand navigation menu. Clicking the alert will take you to the Data Sources page, where you or a team member can resync your disconnected data sources. 

It's important for disconnected Data Sources to be relinked as quickly as possible. This is because Shape cannot update cost and performance metrics for campaigns associated with these disconnected data sources.

Note: Only Shaope "Admins" and "Managers" can view the Data Source page/tab so if you are a "Member" or "Read-Only" user this does not apply to you.