What is Email Validation in Shape? Email Validation verifies if an email address is deliverable and valid. Shape’s email validation involves a process that catches
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,
Ask clients to fill out intake forms when scheduling, and have all of their information post seamlessly into Shape as a new record. Clients can
Keeping Notes on Records in Shape Although there are a few places to add notes in your Shape Software System depending on your template and
Where do Unassigned Records Go? When a record enters the system either via an automated marketing source, an API integration, or (if your rule defines
User Guidelines in Shape Software Manage guidelines helps counsel users through their processes to ensure that they are following proper procedures and protocol. Write out
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