Checklist: 1 to 2 Weeks After Launch

We would suggest you go through this checklist the first one to two weeks after you join Shape.io to learn more about the platform and its tools.

Check spend progress toward budget targets

Review one-time budgets that may have ended

Customize your Shape dashboard and user tag

Leave a Note to document campaign performance trends

@ mention a team member on a note

Scheduled Future Budget amounts to reflect upcoming changes

View Budget Pacer suggestions to keep spending on track

Use Budget Booster to identify new spending opportunities

Use the Untracked Campaigns tool to view campaigns not tracked in a Shape Budget

Generate In-Platform reports at the Company, Client, or Budget level

Email [email protected] with feedback or enhancement requests