17 guides to help you get the most out of Shape.
Sending an email is only the beginning. Shape’s email reporting tools help you understand what happened afterward. Users and managers can track individual emails, review opens and clicks, monitor bulk campaigns, identify bounced or failed messages, manage unsubscribes, and analyze email activity down to the individual record. For multi-branch organizations, Shape also provides centralized campaign […]
Shape’s Cross-Branch Email Campaign tools allow authorized users to create, target, schedule, send, and monitor bulk email campaigns across multiple branches from one centralized workflow. Instead of building the same campaign separately within each branch, you can define your audience across the organization, select or create your email content, review recipients, and manage the campaign […]
Knowing that a lead entered your CRM is useful. Knowing where they came from, which campaign generated them, what they consented to, and how that information was captured gives you a much more complete picture. Shape includes extensive marketing attribution and consent tracking fields that can travel with the record throughout its lifecycle. Depending on […]
Shape Link Shortener automatically turns long URLs into shorter, cleaner links for text messages and email. It is especially useful for SMS, where long links take up valuable message space, can look cluttered, and may be harder for recipients to recognize or trust. Once enabled, Shape automatically shortens URLs in supported communications, including both manual […]
Shape Phone Validation lets you verify phone numbers in bulk directly from your CRM, helping your team identify invalid numbers before spending time trying to contact them. Whether you are preparing an outbound calling campaign, importing contacts from another system, working aged leads, or cleaning up an older database, Phone Validation gives you more information […]
Conversations is Shape’s centralized communication hub, bringing your customer interactions together into a single timeline. Instead of switching between email, text messages, call history, notes, and individual customer records, you can review communication history and take action directly from Conversations. Whether a customer called, texted, emailed, or left a voicemail, their communication history is organized […]
Email domain authentication is an important part of setting up reliable business email in Shape. Shape typically completes email authentication during onboarding so your account is properly configured before you begin sending email at scale. The process requires a domain your organization controls and access to that domain’s DNS settings. For example, Shape can authenticate […]
DMARC is a core part of modern email authentication. Major mailbox providers now expect properly authenticated email, particularly from organizations sending at higher volumes. Google requires SPF or DKIM for all senders to Gmail accounts and requires SPF, DKIM, and DMARC for senders sending roughly 5,000 or more messages per day to personal Gmail accounts. […]
Learn how to use the Borrower Preferred Name and Co-Borrower Preferred Name merge tokens in Shape Software mortgage templates. These dynamic merge tokens automatically use a borrower’s nickname when available or default to their first name. Borrower Preferred Name Merge Tokens When communicating with borrowers, using their preferred name creates a more personal experience. Shape […]
Learn how to use Shape Social Media Manager to connect your social accounts, create content, schedule posts, collaborate with your team, and manage your social media presence from a single platform. Shape Social Media Manager Shape Social Media Manager allows your organization to create, schedule, publish, and manage social media content across multiple social networks […]
Troubleshoot Your Emails Going to Spam Using Shape to send emails and experiencing deliverability issues? If your messages are frequently going to the spam folder, the primary culprit is likely due to the processes your recipient’s email client uses to sort and filter messages. Ask That Your Domain Be Safeslisted/Whitelisted The easiest and quickest way […]
Shape Email Validation lets you verify email addresses in bulk directly from your CRM. Whether you are cleaning an older database, preparing a large email marketing campaign, importing contacts from another system, or simply trying to improve the quality of your data, Email Validation makes it easy to identify which email addresses are more likely […]
Options for Email Templates in Shape Email Templates An email template is a prewritten email, simplifying and expediting the email creation and sending process. These templates serve various purposes, from manual to automated campaigns. Email templates are versatile and appear in different contexts within the system, from regular email sending to drip campaigns and more. […]
Shape makes it easy to send, receive, track, and manage SMS and MMS conversations directly from your CRM. Users can text customers from list pages, individual records, the SMS Inbox, and the right-hand messaging panel. Incoming replies can appear automatically, conversation history stays tied to the record, and users can see helpful context such as […]
Shape includes built-in tools for managing SMS opt-outs and email unsubscribe requests throughout the platform. When a recipient opts out, Shape records that preference and prevents future communications through the applicable channel. Opt-out status is also reflected throughout the CRM so users can quickly see when a contact should not be emailed or texted. This […]
Creating a SMS Template in Shape Create SMS templates for quick and efficient text message sending and automated campaigns. SMS templates are seen throughout the system from regular text message sending to drip campaigns and beyond. 1. Go to Settings > SMS Templates In the top navigation, navigate to your settings pages. On the settings […]
Shape’s Drip Campaigns let you automate follow-up across the customer lifecycle using a sequence of timed communications and CRM actions. A campaign can send emails, texts, MMS messages, create tasks, update statuses, reassign records, trigger webhooks, and more based on the workflow you create. You control: Which records enter the campaign What starts the campaign […]
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