Shape Implementation Guide
Configure Your User Profile & Company Settings
The very first step in implementation is to configure your user profile and preferences and company settings.
Skip phone settings in your profile for now, you’ll need to come back to this once you enable your phone settings (optional).
Review & Set Up Basic System Settings Preferences
Before adding users and going to the next steps, review the following settings pages and make sure that the basic system settings has been configured to meet the needs of your company. It is advisable to configure these as much as possible before adding more users to your system to establish consistency amongst your team. These pages can be revised at any time.
Review & Manage Call Outcomes (if planning on using the phone settings)
Depending on your industry template, there may be some additional settings pages to review and manage under the “Preferences” section on the left sidebar of the Settings pages.
Add Usage Credits
Your usage credits cover calling minutes, call recording, sms messaging, phone numbers, bulk emailing, and eSignature solutions. If you plan on using calling, text messaging, automated communications via drips & triggers, then add some credits on your account. You are in control of your variable usage credits by adding a usage credit balance on your account. This credit applies to your system as a whole and as you use usage credits, it will deduct from the balance. You’ll be alerted when you when you’re running low to re-charge. Your usage credits do not expire if you do not use them, the balance rolls over month-to-month. Usage credits must be paid for by credit card only. Shape Software does not accept ACH for usage credits.
Configure Phone & Text Settings (optional)
Add calling, messaging, and phone numbers to roll out new ways of communication within your Shape Software system.
Invite Users (optional)
Invite users to your system. Users cannot share logins if both plan on using Shape at the same time. Users must configure their user profile and preferences:
Create Teams (optional)
Teams are used to manage and track productivity among a group of people. Creating and assigning teams to managers also allows managers to track productivity amongst the users they oversee. Learn More
Templates, Guidelines, Documents & eSignature Solutions
Review and edit the following settings pages and make sure that the your template settings have been configured to meet the needs of your company. These templates are seen by users and are also used in automated communication tools such as drip campaigns and triggers.
Review & Manage SMS Templates (if applicable)
Review & Manage Call Script Templates (if applicable)
Upload & Manage Company Documents (if applicable)
Upload & Manage eSignature Solutions (if applicable)
Create & Manage Guidelines (if applicable)
Review & Set Up Marketing Sources
This settings page settings page can be as simple as changing the names of the “Source” dropdown for manual entry, or can be a very powerful tool to import leads directly into your system via web form or Post URL as leads inquire. Learn More
Review & Configure Drip Campaigns
A drip campaign is a method used in direct marketing to acquire customers through automation and lead nurture programs. It involves a series of actions that occur over longer periods of time in order to nurture records through the marketing funnel. Learn More
Review & Create Triggers
Shape triggers are automation tools that allow you to scale your growth and spend less time on repetitive tasks. Learn More
Review Marketing Guides
Duplicate Management Settings
Maintaining accurate data builds the trust of your team and helps you work toward complying with various data protection and privacy regulations. Shape gives you tools for managing duplicates one at a time manually or automatically to track and eliminate duplicate records. Learn More
Distribution Rules (optional)
Define how your records are distributed and assigned. Add automation rules or choose manual assignment. Learn More
Prioritization Rules (optional)
Prioritize records based on defined filters. These settings organize your user’s record pipelines in the order in which you'd like to view them from high to low priority. Learn More
Shark Tank Rules (optional)
Old or neglected records can get distributed to the Shark Tank for Users, Managers, and Admins to "Claim" off of certain rules which will re-assign the lead to the user that claims assignment. Learn More
Integrate with your favorite apps to enhance your Shape experience. Some integrations listed here may require additional support from our expert tech team. Please reach out to us at firstname.lastname@example.org with any questions regarding integrations or need some assistance. We are happy to help! Learn More
You can easily import external data into Shape. Import supports data in the comma delimited text format (.csv). Learn More