Updated Articles

  1. Delete a Scheduled Email

    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...
  2. How It Works: Your Scheduled Emails Queue

    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...
  3. Viewing Notes & Emails

  4. Share a Template with Other Admins

    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...
  5. Share a Template with Everyone

    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...
  6. Sharing Message Templates

  7. Using Message Templates

  8. Introduction: Sharing Message Templates

    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...
  9. Sharing Message Templates Overview

    A one-sentence headline summary highlighting the benefit. ...
  10. Use Message Templates