Email Templates in Shape
Marketing & Sales Automation
Use automated follow ups & campaigns to keep leads moving without manual effort.
Email Templates in Shape
Reusable emails for manual outreach, bulk sends, and automated campaigns
Email templates in Shape let you prebuild the emails you send repeatedly so you can move faster without rewriting content. Instead of starting from scratch every time, you select a template, make quick adjustments if needed, and send. Templates can be used for one-off emails, bulk sends, and drip campaigns.
Basic and Advanced Email Templates
Shape supports two types of email templates. Basic templates are designed for quick, text-based emails that feel personal and are easy to edit. Advanced templates use a visual builder and are best for more structured, branded, or marketing-focused emails. Both template types work across manual emails, bulk sends, and automation.
Organizing Templates with Folders
Templates are stored in folders to keep everything organized as your library grows. You can create custom folders, rename them, reorder them, and move templates between folders in bulk. This makes it easy to separate follow-ups, announcements, holiday emails, and internal templates.
Creating and Editing an Email Template
When creating or editing a template, you define the core details that control how it’s used and who can access it. The template title is especially important because it determines how easily users can search and find the right email when sending.
You can configure:
- Template title and folder
- Visibility by role or user type
- Subject line
- Email body content
Personalizing Emails with Tokens
Tokens allow templates to dynamically pull information from each record at send time. This lets you send one email to many people while still personalizing details like names, links, and record-specific data.
Common token examples include:
- First and last name
- Contact information
- Assigned user details
- Loan or application data
- Custom fields
Formatting and Content Tools
The email editor includes standard formatting tools along with options for richer content. You can add links, images, videos, and even raw HTML if you prefer to build templates externally and paste the code into Shape.
Available tools include:
- Text formatting and alignment
- Links and buttons
- Images and video embeds
- Tables, dividers, and HTML view
Signatures, From Addresses, and Recipients
Templates default to using the assigned user’s email signature, but you can override this if an email should always come from a specific department or a company-wide signature. You can also control who the email comes from and who receives it by using tokens for users, co-borrowers, CCs, and BCCs.
Engagement Tracking and Footers
By default, email templates track opens and clicks so you can measure engagement. Tracking can be turned off for internal or system-only emails. You can also add a reusable footer that automatically appears whenever the template is used.
Advanced Email Builder
Advanced templates use a drag-and-drop layout builder that’s ideal for marketing emails and announcements. Content blocks make emails responsive and visually structured without requiring design or coding expertise, while still supporting full HTML editing for advanced users.
Sending and Testing Templates
Templates can be sent anywhere you see an email icon in Shape, including manual sends, bulk actions, and drip campaigns. Before sending, you can preview the email, select a signature, and send a test using a real record to ensure all tokens populate correctly.
Why This Video Matters
Email templates give your team a faster, more consistent way to communicate without sacrificing personalization. They reduce repetitive work, keep messaging on brand, and make it easier to scale outreach across individual emails, bulk sends, and automated campaigns. By using templates effectively, teams spend less time writing and more time engaging with the right contacts.
