Local Presence Rules & Settings in Shape Software

Phone Settings

Before configuring your user profile phone settings, please be sure that you’ve successfully enabled your phone integration, purchased a phone number, verified caller ID numbers, and added usage credits. If you haven’t done this yet, please visit the “Manage Call Settings” setting page and follow this guide.

Local presence rules work by having the phone numbers in the area codes you’d like to use. Either purchase the Shape Software phone numbers in the area codes you want or verify pre-existing phone numbers through the “Manage Call Settings” page.


Local Presence Calling & Text Messaging Rules

Local presence enables callers to automatically dial records using local area codes. Local presence dialers can lift call connection rates by up to 400%, because prospects tend to be far more likely to answer unknown calls from local numbers, rather than toll-free or long distance phone numbers.

By default, Local Presence settings are turned off and Shape will use users’ caller ID numbers selected in their profile settings page. However, if you have local presence turned on, the system will automatically match the closest number to your record’s phone or go off of your local presence settings defined.

Configure Local Presence Settings:  To define your local presence settings, go to “Settings” in the gradient navigation bar and navigate to “Local Presence” under the Phone Settings section

Configure Local Presence Settings: To define your local presence settings, go to “Settings” in the gradient navigation bar and navigate to “Local Presence” under the Phone Settings section

Configure Local Presence Settings:  Select from the dropdown the default Calling local presence number for each state. The numbers in the dropdowns will pull from both Shape phone numbers as well as verified phone numbers from the “ Manage Call Settings ” page.

Configure Local Presence Settings: Select from the dropdown the default Calling local presence number for each state. The numbers in the dropdowns will pull from both Shape phone numbers as well as verified phone numbers from the “Manage Call Settings” page.

Configure Local Presence Settings:  Select from the dropdown the default SMS Messaging local presence number for each state. The numbers in the dropdowns will pull from Shape phone numbers only. Verified phone numbers are not supported for SMS messaging.

Configure Local Presence Settings: Select from the dropdown the default SMS Messaging local presence number for each state. The numbers in the dropdowns will pull from Shape phone numbers only. Verified phone numbers are not supported for SMS messaging.


Using Local Presence

Users have the option to turn Local Presence On and Off throughout the day. For example, if they’re calling a list of clients that know their direct line, they may want to keep your local presence off to show your caller ID number. If local presence is turned OFF, then the Caller ID selected in the user profile settings will always show when calling out to records. After, you may want to call a series of new records with your local presence turned on to increase the chances of your leads answering from a local number.

If local presence is turned ON, then the system will try to match phone numbers in your system with the record’s phone number. If and area code isn’t an exact match, then it will go off of the “Local Presence” settings page rules.

If local presence is turned ON, then the system will try to match phone numbers in your system with the record’s phone number. If and area code isn’t an exact match, then it will go off of the “Local Presence” settings page rules.

If local presence is turned OFF, then your Caller ID selected in your profile settings will always show when calling out to your records.

If local presence is turned OFF, then your Caller ID selected in your profile settings will always show when calling out to your records.


Need More Help? Contact us at support@setshape.com