⚙️ How to Set Up and Manage Automations in Shape ⚙️

🔹 What are Automations in Shape?

Shape’s automation tools streamline repetitive tasks, ensuring that leads are followed up on, contacts are nurtured, and workflows stay efficient. By setting up triggers, actions, and conditions, businesses can reduce manual work and improve customer engagement.

🔄 How to Set Up Automations in Shape

1️⃣ Access the Automation Settings

1. Navigate to Settings in the Shape dashboard.
2. Click on Automation & Workflows.
3. Choose Drip Campaigns, Triggers, or Task Automations depending on your needs.

2️⃣ Creating an Automation Trigger

A trigger is an event that starts the automation (e.g., a new lead enters the system).

✅ Steps to Create a Trigger:

1. Click "Create New Automation".
2. Select a Trigger Type (e.g., Lead Created, Status Changed, Form Submission).
3. Choose Conditions (e.g., “If lead status is ‘New Lead’”).
4. Select the Action that should happen next (e.g., “Send an Intro Email”).
5. Click Save & Activate.

3️⃣ Setting Up Drip Campaigns

A drip campaign sends automated follow-ups via email, text, or calls based on pre-defined rules.

✅ Steps to Set Up a Drip Campaign:

1. Go to Marketing > Drip Campaigns.
2. Click "New Campaign" and enter a campaign name.
3. Add a sequence of messages (email, SMS, call reminders).
4. Define timing rules (e.g., send a follow-up email 2 days after no response).
5. Click Save & Activate to launch the campaign.

4️⃣ Automating Lead Assignments & Task Creation

Use automations to assign leads to the right team members and create follow-up tasks.

✅ Steps to Automate Lead Assignment:

1. Navigate to Settings > Lead Routing & Assignment.
2. Set Rules (e.g., “Assign leads from California to John Doe”).
3. Define Rotational or Priority-Based Assignment.
4. Click Save & Apply Rules.

✅ Steps to Automate Task Creation:

1. Navigate to Automation > Task Triggers.
2. Click Create New Task Rule.
3. Select a Trigger Event (e.g., “Lead becomes ‘Qualified’”).
4. Choose Task Type (e.g., “Schedule a demo call”).
5. Assign the task to a team member.
6. Click Save to finalize.

🎯 Why Use Automations in Shape?

✅ Saves Time – Reduces manual follow-ups and data entry.
✅ Ensures Consistency – Standardizes outreach and sales processes.
✅ Improves Lead Engagement – Leads never fall through the cracks.
✅ Boosts Productivity – Automates repetitive admin work for your team.

📌 Final Thoughts

Shape’s automation features allow businesses to work smarter, not harder by handling follow-ups, assignments, and workflows automatically. By leveraging automations, teams can increase efficiency, improve response times, and close more deals faster!