Resources and Support

Find tips, learn best practices, and talk to experts

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Search using #hashtags »

Need a way to quickly find Asks based on keyword? Want to easily group Asks based on a topic? Now, you can with hashtags! Just like you would on Twitter and Instagram, simply add the hashtag(s) to your note.

Transport Form Field Values from one step to another »

Capture form field values on the Create Ask form or a step form and automatically transport that same value into other steps as Smart Instructions.

Balance confidentiality and transparency on your flows »

At Pipeline, we believe in providing transparency on your flows. However, transparency does not mean sharing every detail of your process with everyone. Sometimes, confidentiality may be essential to your business.

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How would you like to get started?

Watch video tutorials »

Want to see things in action? Get started by watching our short video tutorials—each under 3 mins or less!

Our videos use live examples of common, everyday challenges, and they walk you through how you can use Pipeline to bring structure and organization to your day-to-day work so that you maintain momentum for you and your team.

Read articles and guides »

Want to read at your leisure? Use our knowledge base to help you get started, learn how to use key features, and adopt industry best practices.

Our short articles combine easy-to-follow guidance and instructions with helpful screenshots and animations so that you can quickly implement what you learned.

Need personalized help?

Schedule a session with one of our experts

Essentials »

Schedule a 30 mins session to learn about Pipeline key concepts and features.

Professional »

Schedule a 30 mins session to learn about Asks and Steps in Pipeline.

Advanced »

Schedule a 30 mins session to learn create, use and manage Pipeline Flows.

Flow Review »

Schedule a 30 mins session to review your Flow performance and analytics.

Do you need dedicated support to help you design, manage, and optimize flows?

Check out our White Glove service add-on.