Updated Articles

  1. View Your Saved 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: ...
  2. Introduction: 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...
  3. Use a Saved or Shared Message Template

  4. Delete a Message Template

    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...
  5. Schedule a Message Template

    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...
  6. Share a Message Template

    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...
  7. Edit a Message Template

    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...
  8. Use the Template Library

  9. How It Works: 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...
  10. 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...