New Articles

  1. Use the Template Library

    Created On: 09/09/2025 in More Guides Topics Messaging Your Message Templates

  2. Save a Template While Sending

    Created On: 09/09/2025 in More Guides Topics Messaging Your Message Templates
    Explore the collection of pre-built templates available for your team. The library is the starting point for finding new messages that you can add to your office's personal collection. Who Can Do This : Anyone  can view the libra...

  3. Create a Message Template

    Created On: 09/09/2025 in More Guides Topics Messaging Your Message Templates
    Explore the collection of pre-built templates available for your team. The library is the starting point for finding new messages that you can add to your office's personal collection. Who Can Do This : Anyone  can view the libra...

  4. View Your Saved Templates

    Created On: 09/09/2025 in More Guides Topics Messaging Your Message Templates
    Access the area where all of your personal and shared message templates are stored and managed. Who Can Do This : Anyone  can view message templates they created. To view your saved message templates: ...

  5. How It Works: Your Message Templates

    Created On: 09/08/2025 in More Guides Topics Messaging Your Message Templates
    Message Templates are built around a simple "create once, use often" model. Personal Template Collection Every user has a personal library where they can create, edit, and manage their own message templates. This keeps your frequently us...

  6. Introduction: Your Message Templates

    Created On: 09/08/2025 in More Guides Topics Messaging Your Message Templates
    Message Templates save you time by allowing you to save and reuse messages you send frequently. To maximize your time savings, pair Message Templates with Autofill Tags to allow Pipeline to automatically insert specified information from e...

  7. Your Message Templates

    Created On: 09/08/2025 in More Guides Topics Messaging Your Message Templates
    Your Message Templates help you save time by allowing you to create, save, and reuse messages that you send frequently. Pair them with Autofill Tags to let Pipeline automatically insert transaction-specific information and do the typing fo...

  8. Copy a Template

    Created On: 09/08/2025 in More Guides Topics Messaging Message Template Library
    When you find a pre-built template you like, copy it to your office's library. Once copied, it becomes a normal template that you can customize for your needs and share with your team. Who Can Do This : Anyone  can view the library...

  9. View a Template

    Created On: 09/08/2025 in More Guides Topics Messaging Message Template Library
    Preview the full text and content of any pre-built template before deciding to copy it to your office's library. Who Can Do This : Anyone  can view the library. Some templates are restricted to admins only. To view a ...

  10. View Library

    Created On: 09/08/2025 in More Guides Topics Messaging Message Template Library
    Explore the collection of pre-built templates available for your team. The library is the starting point for finding new messages that you can add to your office's personal collection. Who Can Do This : Anyone  can view the libra...