Why Do My Emails Go To Spam?
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,
Category: Popular Articles
Email Validation within Shape Software
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
Acuity + Shape Software API Integration
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
Email Templates in Shape Software
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
Managing Holidays in Shape Software
What is the Purpose of Holidays in Shape? Holidays can be set up in the system along with triggers to send out communication information to
Manage Quickfire Connect in Shape Software
How to Setup QuickFire Connect in your System Shape’s QuickFire Connect alerts users via phone popup (with a cha-ching sound) to make a call. QuickFire
Bulk Record Update in Shape Software
How to Utilize the Bulk Record Update Feature Bulk Record Update allows you to update multiple records in your system at the same time. Bulk
Billing & Transactions in Shape Software
How to Utilize the Billing and Transactions Settings Page Billing and Transactions in Shape allows you to manage usage credits, payment methods and gather invoices!
Manage Guidelines in Shape Software
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
Notes Sidebar & Managing Note Types in Shape Software
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
Record Pool (Unassigned Records) in Shape Software
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
Manage Users with Shape Software
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
Security: IP Whitelisting for Specific User Roles
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
Voice Dictation within Shape Software
What is Voice Dictation? Voice Dictation, or voice-to-text, allows you to take down notes and write out SMS messages by clicking a microphone icon and
Report Access Permissions Settings Page
Configuring User Permissions to your Reporting Pages Manage access to your system reporting pages and analytics through Report Access Permissions. Define what admins, directors, managers
Shape Software Dashboard Settings
Configuring your Dashboard Control what you track on your system dashboard. Although you cannot create your own custom graphs, you can dictate what you track
Setting Up a Custom Portal URL
Can I Customize my Portal URL? Shape Portal allows you to get a unique subdomain to send clients to in order to complete the portal
Record Assignment Permissions in Shape Software
Record Assignment Permissions by User Role The Record Assignment Permissions settings page within Shape Software allows you to choose which user roles have permissions to
Shark Tank in Shape Software
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
Integrated eSignature Solutions in Shape Software
How to Use your Integrated eSignature Solutions Have documents you need to send for eSignature? Upload and map your eSignature documents here for your users
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