A Contact is a person who you would like Shape to send an automated email to when spend nears a certain percentage of your target Budget cap. 

It is helpful to add a Contact if there is a person you would like to notify when a Budget nears its spend threshold, but the person does not have access to Shape directly.

For example, a Client Success Manager or client may want to know when certain campaigns have almost spent their entire Budget. They want to be alerted as soon as the campaigns are at risk of pausing so they can increase their advertising Budget. Instead of emailing the client yourself, Shape can automatically alert the client for you.

You select which clients and Budgets you would like your Contacts to receive notifications for.  Select as many or as few clients and Budgets as necessary.

Contacts will receive an email similar to the example below: 

 

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