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
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,
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
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
IP Whitelisting for User Roles Manage access to your system through given IPs. Define what admins, directors, managers and basic users are able to access
Options for Email Templates in Shape Email Templates An email template is a prewritten email so that your users can quickly and easily write and send emails. Create email templates
What is a Shark Tank in Shape? What happens to records that don’t result in a closed/won deal? Often times they’re moved to a nurture
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
Adding Users to Shape If you’ve started using Shape and want to get your team involved, you may invite them to work in your Shape
Have questions ? Book a Demo!
Changing templates will take time and may require an implementation fee
