Tired of chasing responses from people who simply ignore your reminders? Especially people who are in the critical path of your project?
Pipeline can help you resolve that with auto-escalations as part of setting up auto-reminders.
Note, if enabled, Pipeline will escalate on the 3rd reminder. That way, you can control exactly when you want something to be escalated.
Note, you can escalate to:
- a specific contact
- a specific team
- based on a Content Variable or Formula, ex:
{{field[Manager Email]}}or{{submitter.email}}
Here's a preview of what an escalated notification looks like. Notice 2 key additions:
- The escalated contacts will be CC'ed with a note in the body to indicated that it's been escalated
- Pipeline will track and indicate how many reminders have been sent, so increase the level of urgency
And, the best part is that all this is done automatically for you!
Next Steps
Tired of chasing responses from people who simply ignore your reminders? Especially people who are in the critical path of your project? Pipeline can help you resolve that with auto-escalations.