Setting Up Messages

Sending on an agent's behalf? Turn on alternate signatures and you can sign the message as them, or send it with no signature at all. Introduction Admins send a lot of mail that isn't really from them. The reminder to a buyer, the document requ...

Standard tags come from a picker, you type advanced tags by hand, and every tag pulls one field from the transaction you're sending from. Answers to the common questions about which tags exist, calculations, and tags for fields you added yourself. ...

Autofill Tags let Pipeline do the typing. Drop a tag into a message template and the transaction's own details fill themselves in every time you send. Introduction An autofill tag is a placeholder you put in a message where a real value belongs...

Every message carries a sign-off, and you decide whether it's Pipeline's or yours. Answers to the common questions about images, why a signature appears twice, and who can change someone else's. What signs my emails if I never set a signature? ...

Every email you send from Pipeline signs off for you. Set your own signature and it's your name, your contact details, and your look at the bottom of each one. Introduction The bottom of an email is where a client goes looking for your cell num...

Messages sent from a transaction don't have to arrive wrapped in a gray box with a logo on them. Four small settings and they read like an ordinary email from you. Introduction A client gets your closing email and it arrives looking like a syst...

An empty template list, a template that won't open, or a stale version showing up on a transaction — each one has a different cause, and none of them mean your work is gone. My Templates Page Is Empty The My Templates page shows only the temp...

Minimal formatting is one company-wide checkbox that strips the styling off transaction emails. Answers to the common questions about what it removes, what it doesn't, and why headings stop working. How do I get the Pipeline logo off our outgoing...

Minimal formatting takes the gray box and the Pipeline logo off messages sent from transactions, so what lands in a recipient's inbox reads like a plain, ordinary email. Introduction By default, emails Pipeline sends from a transaction arrive s...

Message templates belong to the person who created them, live under My Info , and can be shared but not co-owned. Answers to the common questions about editing someone else's template, what happens when a profile is deactivated, and getting a copy ...

Save a message you send often, then reuse it in a couple of clicks the next time a transaction needs it. Introduction Message templates are the messages you send over and over, saved once and kept in your own profile. The welcome note to a new ...

A template written by one admin can serve the whole office — and it doesn't have to leave with them. Share it, and know how to move it before the person who owns it is gone. Introduction Message templates are personal property in Pipeline. Each...

Sharing a message template lets other people send from it without handing over control of it. Answers to the common questions about who can share, why a shared template isn't on your templates page, and what happens when the owner leaves. Who can...

One admin can write a message once and hand it to the whole office. That's what sharing a message template does. Introduction Message templates start out private. Sharing is the switch that opens one up to the rest of your account, so the remin...

The library holds prebuilt messages you copy into your own collection before using them. Answers to the common questions about what's in it, whether copies stay linked, and who can see which templates. Does Pipeline come with ready-made message t...

The Message Template Library is a shelf of ready-made messages for every stage of a deal. Browse it, copy what fits, and make it your own. Introduction Starting a template from an empty box is the slowest part of setting up your messaging. The ...

A tag that comes out blank, or throws a "not an available message tag" error, is almost always pointing at something the transaction doesn't have. Here's how to find which one. Start With a Preview Before you chase anything, open the transactio...

Write the email once, with blanks where the deal's details go, and let Pipeline fill them in. The address, the dates, the lender's phone number — typed by the system, not by you. Introduction Most of what an admin types in a day has already bee...