An email template is a prewritten email so that your users can quickly and easily write and send emails. Learn how to create email templates in your Shape Software system.
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A user is a person that you invite to use your software system. Learn how to add, delete, and manage users and choose their roles in your Shape Software system.
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Bulk email campaigns are automated email campaigns that are to be sent to a large group of contacts at one time. Learn more about bulk email campaigns and how to manage them within your Shape Software system
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Teams are used to manage and track productivity among a group of people. Learn how to create and manage the teams on your Shape Software system.
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Choose what admins, managers and basic users are able to access and do on your system. Admins are able to define overall role permissions to customize your Shape Software system.
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Create call script templates to keep your sales team consistent while on the phone. Use prompts and tags to pull information like customer name and other contact details to keep it personal and reduce any hiccups during the call.
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Create SMS templates for quick and efficient text message sending and automated campaigns. SMS templates are seen throughout the system from regular text message sending to drip campaigns and beyond. Learn how to create and manage your Shape Software SMS Templates
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Company documents are templated documents that you're able to send to your contacts. The templates created here will auto-populate the contacts information if you are using mapping to customize the document. Learn how to upload and map company documents in Shape Software.
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Statuses are typically used to communicate and record the stage of a contact in your Shape Software system to both the reporting managers and admins and the sales rep who is working the lead. Learn how to set up statuses in your Shape Software System
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Have documents you need to send for eSignature? Learn how to upload and map your eSignature documents in your Shape Software system for your users to send via email or text in their workflow.
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Tags can be used for better and more precise organization of your contacts. Learn how to add, edit, and delete tags to keep your contacts organized and labeled in your Shape Software system.
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Create and manage checklist items for your users to follow. Learn how to create and manage process lists and where to find them throughout your Shape Software System.
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An affiliate is a sub organization to your company. In many cases, affiliates are more common in custom / white label Shape systems where the master organization customizes the workflow and adds affiliates to use their custom designed software with their parent company logo branding.
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The company settings page is where you can update your company information, upload your company logo, and connect your general company email address for bulk email campaigns. Learn how to manage your company settings in your Shape Software system.
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A drip campaign is a method used in direct marketing to acquire customers through lead nurture programs. Learn how to manage drip campaigns in your Shape Software system.
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Editable documents are a way to send semi-templated letters and documents that you're able to edit within the workflow on-the-fly before sending to contacts. Learn how to manage editable documents in your Shape Software system.
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