Live webinars, videos, and quick guides to help you level up fast.
Learn the basics, navigate the system, and set up your account for success from day one.
Dive into automation tools, lead engagement, and marketing features to work smarter.
Unlock advanced admin controls, custom workflows, and expert-level productivity tricks.
We host live Essentials trainings every Monday to help new users get up to speed. This 45-minute session includes a live Q&A and should be completed before any other training. Want to join the next one? Click the register button below.
Join our Essentials class every Monday for a live walkthrough and real-time Q&A to get started quickly.
Access full training sessions on your own time, including sales, marketing, and admin deep dives.
Explore step-by-step guides and short videos to help you learn, troubleshoot, and grow in Shape.
Free
Easy
You’re ready to jump into Essentials! This 45-minute class, complete with live Q&A, is the recommended first step before any other training. Prefer to attend live? We host live sessions every Monday. Here’s a quick look at what’s covered:
Free
Medium
Building on what you learned in Essentials, this 1.5-hour Sales and Marketing training dives deeper into automation and lead engagement tools. It’s designed to be taken next in the series. Here’s what’s covered:
Free
Advanced
Ready to dive into advanced admin training? This 1-hour session is designed to be taken after completing the Essentials and Sales & Marketing trainings. Here's a quick look at what we’ll cover:
Have a custom vision and need expert guidance? Unlock Shape's full power with our experts—from training support & configuration to integration management and beyond.
Every new Shape customer gets a complimentary onboarding package that includes a 1:1 call with a dedicated onboarding specialist, a follow-up check-in call, live Essentials training webinars, full access to video trainings, and help setting up your system—including user setup, phone setup, and data migration. We’ll also walk you through connecting your lead providers, authenticating your email domain, and registering your brand for 10DLC compliance.
