Course 06 · Leads & marketing
Marketing & Sales Automation
Use automated follow ups & campaigns to keep leads moving without manual effort.
- 7
- Lessons
- Video
- Every lesson
- Free
- Self-paced
Course outline
7 lessons, in order
- 01Drip Campaigns in ShapeLearn how drip campaigns in Shape automate outreach, trigger follow-up by status, and keep records progressing without manual effort.
- 02Email Templates in ShapeLearn how email templates in Shape speed up outreach with reusable content, tokens, folders, and support for manual sends, bulk emails, and automation.
- 03Text and MMS Templates in ShapeLearn how text and MMS templates in Shape speed up messaging with reusable texts, media templates, tokens, and flexible send settings.
- 04Turning Website Visitors Into Leads With Shape’s Lead EngineLearn how Shape’s Lead Engine creates CRO landing pages and websites that convert web traffic into leads and sync directly into your CRM.
- 05Bulk Email and Bulk Text in ShapeLearn how bulk email and bulk text in Shape let you message up to 5,000 records at once with templates, scheduling, and performance tracking.
- 06WatchFile Event Follow-Up CampaignsLearn how WatchFile event follow-up campaigns in Shape automate outreach the moment borrower activity is detected to improve speed to contact.
- 07Holidays, Triggers, and Newsletters in ShapeLearn how holidays, triggers, and newsletters in Shape work together to automate timely outreach with scheduled messages and reusable marketing assets.
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