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Created On: 09/29/2025
in More Guides Topics Messaging
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Explore the Message Template Library to access a wide range of prebuilt message templates for client communication, agent updates, task reminders, and more.
Who Can Do This : Anyone can view the Message Template Library. Some te...
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Explore the Message Template Library to access a wide range of prebuilt message templates for client communication, agent updates, task reminders, and more.
Who Can Do This : Anyone can view the Message Template Library. Some te...
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Start with a short paragraph that: Names the feature/topic Explains its purpose or problem solved Emphasizes the main benefit(s) to the user Example: [Feature/Topic] helps you [do X faster / avoid Y / ensure Z]. Instead of [old pain po...
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A one-sentence headline summary highlighting the benefit.
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Schedule a message to be generated when a specific task has been completed on a transaction.
Who Can Do This : Anyone can schedule their own Message Templates.
To schedule a message based on a transaction date:
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Save and Schedule Templates Any Pipeline user can save a personal message template and set it to generate automatically. Trigger by Transaction Dates Schedule a message relative to a transaction date, such as two days after a listing da...
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Delete messages that have been automatically generated to remove them from your queue and prevent them from being sent.
Who Can Do This : Anyone .
To delete a scheduled message:
Choose the Message to Delete...