Setting up auto-reminders

Do you find yourself having to constantly follow-up with customers: emailing, texting, or calling them? Here's how to automate all that with Pipeline using auto-reminders. 1:18 mins

Next Steps

View How-To »

Learn how to set up email, text, and voicemail auto-reminders for specific steps in your flow.

Pipeline Academy: Advanced Playlist

Learn how to build, manage, and refine flows.

Creating Flows 4:10 mins
Downloading templates from the Marketplace 2:40 mins
Making file attachments required 2:55 mins
Using Form Field Templates 1:30 mins
Creating Smart Instructions 3:46 mins
Using Linked Values 2:05 mins
Making skippable steps 2:03 mins
Automating actions with Smart Rules 2:59 mins
Creating email notifications 1:35 mins
Creating external-facing (customer) steps 1:27 mins
Creating text notifications 1:07 mins
Making steps confidential 3:25 mins
5 ways to make automated emails not look system generated 3:05 mins
Basic vs. Smart Personalization 2:03 mins
Customer Onboarding: 3 Most Important Activities 2:27 mins
Personalizing with Content Variables 1:30 mins
Auto-calculating dates using Content Formulas 1:31 mins
Organizing Steps into Groups 2:51 mins
Setting up auto-reminders 1:18 mins
Top 7 Tax Organizer FAQs 3:44 mins
Setting up auto-escalations 1:58 mins

View related Pipeline features

Send reminders and follow ups automatically