Update: We recently added more functionality to Notes. Now, when you leave a note, you’ll see a note icon on your performance charts. You can also change the date a note was left or leave notes for the future.
Digital advertising may seem like a numbers game but chances are you'll be doing a lot of writing during your PPC career.
You write notes about campaign performance spikes and possible causes. You write recommendations on PPC reports. And, you compose lots of emails to your coworkers about client accounts.
It can be a pain to hunt down an important piece of information when your notes are scattered everywhere. That's why our team is excited to announce Shape Notes.
Consolidate thoughts, action items, and more for all your digital advertising campaigns in one place with Shape Notes. Record important events and trends across multiple advertising platforms, or converse with team members by tagging them on comments.
With Shape Notes, your team and your notes are all on the same page.
How Notes Work
To leave a note, navigate to a client's budget and you'll see the new Shape Notes icon in the top right hand corner.
Selecting "view notes" will trigger the notes column to appear on the right side of the screen.
Submit a new note or hover over a previous note to edit or delete it.
The notes column provides a running historical view of all the notes left on a budget.
Of course, we designed Shape Notes with teams in mind.
Need to alert a coworker about a performance spike or ask them to optimize a campaign?
Notes allows you to @mention any of your Shape team members. Your team members will receive an email alert with your note and a link to the budget in Shape so they can quickly take action. Important: Notes are publicly available to all Shape team members.
How Will You Make Notes Work For You?
We're looking forward to seeing how you use Notes!
Show us the innovative ways your team uses Shape Notes or tell us how we can improve by emailing us at email@example.com!