A Contact is a person who you would like Shape to send an automated email to when spend nears a certain percentage of your target Budget cap. 

It is helpful to add a Contact if there is a person you would like to notify when a Budget nears its spend threshold, but the person does not have access to Shape directly.

You can also add Contacts to Shape who you would like to send in-platform reports to. If a Contact has access to the Shape Report dashboard their email will have a graph icon to the right.

To Create a Contact:

  1. Navigate to the Contacts view
  2. Click the "Create Contact" button
  3. Check the boxes next to the Clients and/or Budgets you want the Contact to receive alerts for and click Next.
  4. Enter an email into the "Email" field. 
  5. Click "Create."

To Edit a Contact: 

  1. Navigate to the Contacts view
  2. Click the checkbox next to the name of the Contact you'd like to edit. Click the"Edit" pencil icon at the bottom right-hand side of the screen . 
  3. Use the left-side navigation to select/deselect the Clients or Budgets your Contact will receive alerts for, edit the Contact's email, or remove the Contact. 
  4. Save.

To Delete a Contact: 

1. Navigate to the Contacts view

2. Click the checkbox next to the name of the Contact you'd like to edit. Click the"Edit" pencil icon at the bottom right-hand side of the screen . 

3. Click the "Remove" link in the left-hand navigation.

4. You have deleted a Contact successfully when their name disappears from the Contacts list.

 

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