As Shape has grown from a budget reporting platform called SteadyBudget into the platform it is today, we’ve stayed true to one idea: build the best budget management and automation solution available.
Even though we’ve kept a tight focus on digital advertising budgeting software, our platform still offers a complex array of functionality that directly impacts our customers’ (and their clients’) bottom lines.
It’s important that our software:
1) enables our customers to make the best budgeting decisions as quickly as possible
2) provides clarity on how two-way changes in Shape will directly impact campaigns in the advertising platforms.
As part of this ongoing effort, we’re happy to announce two major updates to our platform: an improved AutoPilot interface and enhanced editing capabilities (including bulk edits).
Improved AutoPilot Interface
AutoPilot is one of the most powerful and time-saving tools in Shape customers’ arsenals. It helps prevent campaigns from overspending by pausing campaigns when they hit their target budget and re-enabling them at the start of the next cycle.
But, if AutoPilot is implemented incorrectly or alerts are ignored, campaign spend and performance can quickly veer off track and cost advertisers hundreds or thousands of dollars. With this new update, we addressed many of the most common frustrations we heard.
AutoPilot is now easier to set up and easier to control once enabled. We’ve updated the implementation process, added clearer descriptions and warnings, and provided more control over AutoPilot statuses.
You’ll notice immediate changes when you set up a new budget with AutoPilot or configure it on an existing budget.
Besides the design of the form, you’ll see a new way to enable/disable AutoPilot on some or all of your campaigns, new alerts and descriptions about how AutoPilot works, and new warnings if you try to implement automation on non-eligible campaigns.
You can now set a campaign’s status to “Standby” in addition to "on" or "off." Previously, this setting was set automatically by Shape when someone manually paused or enabled a campaign on AutoPilot.
Once a campaign is placed into standby, AutoPilot will not pause or enable that campaign for the duration of the budget cycle. This allows you to make changes to the campaign’s status without fearing AutoPilot will overwrite your changes. Once a new cycle starts, AutoPilot will turn to “on” and function normally.
Enhanced Editing Capabilities
New "Settings” Forms
Previously, edits to settings such as campaign daily budgets, ad group statuses, or keyword bids were made via a mix of in-line edits and forms. This inconsistency was confusing.
Now, all edits are made via the new “Settings” forms.
The “Settings” form automatically adapts to the element you’re editing, so you’ll only see the details editable at that level. For example, when editing keyword details, you’ll have the option to edit keyword bids and keyword statuses but not campaign daily budget. These new forms are now available on client, budget, campaign, ad group, ad set, ad, and keyword levels.
Trying to edit an inactive campaign or a Youtube campaign status? Not today! We’ve brought warnings front and center on our new “Settings” forms. You’ll know exactly when and why you’re being prevented from making certain changes to elements before you make them.
One major benefit of the New "Settings" forms is the ability to make bulk edits. Whether you want to change multiple daily budgets or adjust keyword bids all at once, now you can with a few quick clicks.
Click the elements you want to edit using the checkboxes, select the edit (pencil) icon, and make your changes! Depending on the element you’re trying to edit, you can quickly edit settings such as status, naming conventions, and more.
You can find how many items your editing at the top of the screen or click the "More Info" icon in the upper left-hand corner for a full list of what you’re editing.
Let us know what you think of the "Settings" forms and AutoPilot enhancements! Send questions, comments, or feedback to firstname.lastname@example.org and we'll be in touch.