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Why Do My Emails Go To Spam?

Troubleshoot Your Emails Going to Spam Using Shape to send emails and experiencing deliverability issues? If your messages are frequently going to the spam folder,

Email Validation within Shape Software

What is Email Validation in Shape? Email Validation verifies if an email address is deliverable and valid. Shape’s email validation involves a process that catches

Acuity + Shape Software API Integration

Ask clients to fill out intake forms when scheduling, and have all of their information post seamlessly into Shape as a new record. Clients can

Email Templates in Shape Software

Options for Email Templates in Shape Email Templates An email template is a prewritten email so that your users can quickly and easily write and send emails. Create email templates

Managing Holidays in Shape Software

What is the Purpose of Holidays in Shape? Holidays can be set up in the system along with triggers to send out communication information to

Manage Quickfire Connect in Shape Software

How to Setup QuickFire Connect in your System Shape’s QuickFire Connect alerts users via phone popup (with a cha-ching sound) to make a call. QuickFire

Bulk Record Update in Shape Software

How to Utilize the Bulk Record Update Feature Bulk Record Update allows you to update multiple records in your system at the same time. Bulk

Billing & Transactions in Shape Software

How to Utilize the Billing and Transactions Settings Page Billing and Transactions in Shape allows you to manage usage credits, payment methods and gather invoices!

Manage Guidelines in Shape Software

User Guidelines in Shape Software Manage guidelines helps counsel users through their processes to ensure that they are following proper procedures and protocol. Write out

Notes Sidebar & Managing Note Types in Shape Software

Keeping Notes on Records in Shape Although there are a few places to add notes in your Shape Software System depending on your template and

Record Pool (Unassigned Records) in Shape Software

Where do Unassigned Records Go? When a record enters the system either via an automated marketing source, an API integration, or (if your rule defines

Manage Users with Shape Software

Adding Users to Shape If you’ve started using Shape and want to get your team involved, you may invite them to work in your Shape

Security: IP Whitelisting for Specific User Roles

IP Whitelisting for User Roles Manage access to your system through given IPs. Define what admins, directors, managers and basic users are able to access

Voice Dictation within Shape Software

What is Voice Dictation? Voice Dictation, or voice-to-text, allows you to take down notes and write out SMS messages by clicking a microphone icon and

Report Access Permissions Settings Page

Configuring User Permissions to your Reporting Pages Manage access to your system reporting pages and analytics through Report Access Permissions. Define what admins, directors, managers

Shape Software Dashboard Settings

Configuring your Dashboard Control what you track on your system dashboard. Although you cannot create your own custom graphs, you can dictate what you track

Setting Up a Custom Portal URL

Can I Customize my Portal URL? Shape Portal allows you to get a unique subdomain to send clients to in order to complete the portal

Record Assignment Permissions in Shape Software

Record Assignment Permissions by User Role The Record Assignment Permissions settings page within Shape Software allows you to choose which user roles have permissions to

Shark Tank in Shape Software

What is a Shark Tank in Shape? What happens to records that don’t result in a closed/won deal? Often times they’re moved to a nurture

Integrated eSignature Solutions in Shape Software

How to Use your Integrated eSignature Solutions Have documents you need to send for eSignature? Upload and map your eSignature documents here for your users

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