Table of Contents
Support Guide
Managing Holidays in Shape Software
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Shape Software
Manage Your Holidays In Shape
Holidays can be set up in the system along with triggers to send out communication information to your clients. We have the typical holidays already set up for you, but sometimes other holidays are observed that aren’t already in the system and you may want to add them. This done from the "Manage Holidays" settings page.
Adding Holidays to your System
- Go to Settings>Manage Holidays
Start by navigating to “Settings” in the top navigation bar. Next click the dropdown labeled “System Preferences” to find the “Manage Holidays” settings page.
Manage Holidays: https://secure.setshape.com/manage-holidays
- Click "Add Holiday" to create a new holiday in your system
You can also edit the existing holidays in your system or delete them entirely using the “...” icon on the righthand side.
- Title your holiday and set the date or specific day
You will select whether the holiday is on a specific date or if it falls on a certain day. For a certain day you can choose between every, first, second, third, or last and then choose the day of the week and what month it occurs in.
Setting up Automation Based Around Holidays
You can also set up triggers for the new Holiday that send out communication to your clients. Navigate to Settings>Automated Actions (Trigger) linked here You can create a new trigger and set the appropriate information for this trigger.
Your trigger type would be “Holidays”, you’ll then select the holiday you just created in the Manage Holidays settings page as the trigger. Your “Action Type” would be to “Send Email”, and then you’ll select the template you’ve created for this holiday in the Email Templates settings page. You can then select the delay. We usually set these to go out at 9am on the day of the holiday.
Frequently Asked Questions
Please reach out to support@setshape.com and our dedicated support team will be happy to look into this for you!
Alternatively, you can add the co-borrower email merge token to the CC field to have them included on the email.
Mange Automated Actions: https://secure.setshape.com/triggers
Keywords: holiday, trigger, communication, email template, automation, personalize, add holiday
