Shape Software CRM includes a set of default notification preferences that each user can receive. This guide covers how to adjust the default notification settings by by changing preferences in the user profile page. These changes in each user profile are unique to each user, they are not used to control how notifications are sent to other users.
Note: Want more notifications not included in your profile settings? Create email and SMS templates via the Templates settings pages, use the merge token for the “To” depending on the template type to send the notification to the user and set up a trigger in the “Manage Triggers” settings page.
Get here by clicking on your picture in the top right and navigating to “Notification Settings” or click the link below.
Notification Settings:https://secure.setshape.com/profile/4?tab=notification-setting
Choose where Shape will send your notifications via the “Notification Destinations” section. If these aren’t filled out, then Shape will default to your email address and mobile phone in the “Personal Info” tab.
The New Prospect Notification option is only available to system director and admin roles. Manager and user roles do not have this option in their notifications settings page. New Prospect Notifications exclude imports and manually entered leads and only send notifications for automated postings from marketing sources via Post URL or Integrations.
New Record Assignment Notifications only notify the newly assigned user and exclude newly manually added records due to the fact that manually entered records are auto-assigned to the user that added the record.
New Text Message notifications notify the assigned user(s). If there is no assigned user, then new text message notifications will notify all system managers and admin roles by their selected profile preferences. If there are multiple assigned users, all users will be notified of a new text message.
Missed Call notifications notify the assigned user(s). If there is no assigned user, then missed call notifications will notify all system managers and admin roles by their selected profile preferences. If there are multiple assigned users, all users will be notified of a new missed call.
Voicemail notifications notify the assigned user(s). If there is no assigned user, then voicemail notifications will notify all system managers and admin roles by their selected profile preferences. If there are multiple assigned users, all users will be notified of a new voicemail.
Receive notifications when a customer has signed and completed an eSignature document. *Please note that this requires the use of Shape’s integrated eSignature Solutions.
Teams can receive notifications when a customer has signed and completed an eSignature document. Manage teams via Settings > Manage Teams. *Please note that this requires the use of Shape’s integrated eSignature Solutions.
Get notified when a record is merged as a duplicate through automatic reconciliation. This only notifies assigned users if not an admin.
Receive a push notification within Shape (this shows in the upper right hand corner in green) when customers open up an email that has been sent through Shape. This notification applies to the users’ assigned records. Shape inputs a tracking pixel within emails sent through Shape to track opened emails. *Please note that these tracking pixels become unavailable if the customer has disabled images in their email inbox.
Receive a push notification within Shape (this shows in the upper right hand corner in green) when customers click an email that has been sent through Shape. This notification applies to the users’ assigned records. Shape inputs a tracking pixel within emails sent through Shape to track clicked emails. *Please note that these tracking pixels become unavailable if the customer has disabled images in their email inbox.
If you’d like to automatically open up the record upon inbound call assignment, use this setting. This is only applicable in the CRM on a browser.
Receive event reminders at a pre-set schedule. The default is 10 minutes before and at the time of the event.
Receive task reminders at a pre-set schedule. The default is 10 minutes before and at the time of the event.
This is most commonly due to not being assigned to the record as only user that are assigned to the record will receive notifications.
Yes! Users in the admin role with receive notifications for unassigned records to prevent leads from falling through the cracks.
Keywords: profile, notification settings, email, text, app, popup, push notifications
