Configuring Notification Templates in Shape
Notification Templates are the popups that come up on your screen when you’re logged into the system and receive a notification. These notifications can be for calendar event reminders, missed calls, voicemail messages, new leads, new record assignments, QuickFire connect, etc. You can manage these notification templates by going to Settings > Manage Notification Templates.
Creating a New Notification Template
- Go to Settings>Manage Notification Templates
Start by navigating to “Settings” in the top navigation bar. Next click the dropdown labeled “Templates & Resources” to find the “Manage Notification Templates” settings page. Manage Notification Template: https://secure.setshape.com/notificationTemplate
- Create a new template or edit an existing template.
You can click the “Add Template” button at the top of the page to create a new notification template. You can also use the “…” icon and select “Edit” to edit a pre-existing template.
- Add a title and select the Notification type
Type in a unique title for this template as well as select the notification type (credit pull, QuickFire connect, task reminder, etc).
- Create the body of your template and add merge tags
You will then create and write out the template. To pull that personal information onto the template, you can use the “See Data Merge Tokens” button in the top right. Click on the token you are wanting to use, and paste it into the body of the template.
Notification Template Types
Shape offers many notification template types for you to configure! We are detailing the notifications in Shape that are configurable below.
- Credit Pull Request
- Customer Portal Invitation
- Duplicate Record Merged
- eSign Completed
- eSign Completed for Team
- Event Reminders
- Missed Calls
- New Prospect Notifications
- New Record Assignment
- New Text Message
- Partner Portal Invite
- Portal Completed (For Payment)
- Portal Completed for Team
- Portal Documents Update
- Portal Pre-Approval Letter
- QuickFire Notification
- Task Reminders
- Voicemail Messages
Frequently Asked Questions
When I create a notification template, does Shape send my custom template automatically?+
Yes! For example, if you create a new template for Voicemail Notifications, Shape will no longer send the standard notification and will send your created template automatically.
Can I create custom portal invitations?+
Yes! Simply create a new notification template with the type being “Portal Invitation” and customize the invite that is sent to your customers! The same goes for all of the template types listed above.