Notification Templates in Shape
Team Management
Learn how teams work in Shape and how users collaborate across roles.
Notification Templates in Shape
This video explains how notification templates work in Shape and how they allow you to replace default system notifications with custom messaging. These templates help ensure important alerts match your branding, language, and internal processes.
What Notification Templates Control
Notification templates override the default emails Shape sends when specific events occur in the system. Depending on your industry template, some notifications may already exist, but you can edit or create new ones to better align with how your team communicates.
Creating a Custom Notification Template
New templates can be created directly from the notification templates page. Each template is given a clear title and built using a simple editor that allows you to fully customize the message content.
Templates can include:
- Contact and lead details
- Record links
- Source information
- Email and phone fields
These dynamic values are added using merge tokens so the message automatically personalizes itself for each event.
Selecting Notification Types
Each template must be tied to a specific notification type. This tells Shape exactly when the template should be used and which default message it should replace.
Common notification types include:
- Portal invitations
- Credit pull requests
- Missed call alerts
- New text message notifications
Once assigned, the custom template is triggered automatically whenever that event occurs.
Overriding Default Shape Notifications
After a template is saved and assigned, Shape will use it instead of the standard system notification going forward. No additional setup is required, and existing workflows continue to function normally with your customized messaging in place.
Why This Video Matters
Notification templates control how users and contacts are alerted when key activity happens. Customizing these messages improves clarity, reduces confusion, and ensures notifications reflect your brand and internal expectations instead of relying on generic system defaults.
