-
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...
-
A one-sentence headline summary highlighting the benefit.
...
-
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:
...
-
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...
-
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...
-
Send a message that has been automatically generated once you’ve reviewed and approved their content.
Who Can Do This : Anyone .
To send a scheduled message:
Choose the Message to Send
View your Schedu...
-
Automatic Queuing When you schedule a message template, you choose the trigger, such as a transaction date or a checklist task. Pipeline monitors your transactions in the background. Each time a trigger is met, Pipeline generates a message and p...
-
Created On: 09/25/2025
in More Guides Topics Documents
-
Communication is crucial, so sending messages at the right time can make all the difference. Set your Message Templates to automatically generate scheduled messages based on transaction dates being met or checklist tasks being completed. Once the...
-
Schedule message templates to line up emails in advance, tied to real milestones on a transaction. When dates arrive or tasks are completed, Paperless Pipeline drafts the right message for your queue, keeping clients updated and saving you hours o...