AutoPilot is enabled on over half of the Budgets created in Shape. It's become a crucial piece of helping digital marketers manage more spend than they thought possible with fewer headaches.
AutoPilot is most commonly used to manage monthly PPC Budgets. AutoPilot monitors spend across ad networks until a Budget's monthly spend target is reached, then pauses all campaigns in the Budget to prevent overspending. Campaigns are then reactivated at the start of the next Budget cycle automatically.
Although most commonly used for monthly Budgets, AutoPilot can be applied to any Budget amount over any period of time with powerful implications for PPC marketers.
Preventing PPC Spend From Slipping Through The Cracks
Our customers call AutoPilot the “ultimate PPC insurance policy” because it empowers them to focus on optimization while Shape handles the basic budgeting work.
But, making changes to a sensitive attribute such as campaign status isn’t something the Shape team takes lightly. It’s critical that only the campaigns that should be turned on and off are actually activated or paused through automation.
The original version of AutoPilot put our customers through a manual two-step process to enable it.
With this release, we’ve replaced the manual two-step process (that often resulted in confusion) with a more intelligent single-step process that:
Greatly reduces the time it takes to enable AutoPilot for large accounts
Creates more safeguards to help ensure all spend is accounted for at all times
Enabling AutoPilot Faster On New Budgets/More Campaigns
Shape has always allowed you to hand pick campaigns across ad networks and organize them into custom Budget groupings. Now, once you’ve added campaigns to a Budget and enabled AutoPilot, all campaigns will have AutoPilot enabled by default.
Previously, customers had to take the extra step of manually enabling AutoPilot at the campaign level even after enabling it at the Budget level.
After a new Budget is submitted, the new Confirm AutoPilot Settings window will appear immediately following. Simply scan the list and disable AutoPilot on any campaigns that you don’t want automatically activated or paused by Shape.
Adding AutoPilot Correctly To Campaigns In Existing Budgets
Customers have a few different options to add campaigns to existing Budgets in Shape. We’ve also updated these to our new single-step process as well to prevent harmful missteps with AutoPilot configurations.
The most basic way to add a campaign to a Budget can be found on the Budget Status page.
Another way is monitoring New Campaign Alerts in the Action Bar on the right hand side of Shape. When new campaigns are added to a Google, Bing, or Facebook account tied to Shape, we deliver an alert to notifying you that the campaign needs to be added to a Budget.
If you add a campaign to a Budget using either method above (and have AutoPilot already enabled at the Budget level), the AutoPilot Configuration window will appear to help you with the next step. You'll need to confirm if you’d like AutoPilot enabled for the campaigns you just added before saving. But, you'll no longer need to remember to enable AutoPilot manually on the Budget page for every campaign!
Interested in Learning More About AutoPilot?
Find all the details about how AutoPilot works in our support center.