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Editing Automated Messages in Pipeline CRM

Automated messages are used in your workflows — texts or emails are sent automatically based on actions.

Written by Pipeline Solutions Support
Updated yesterday

Best practices

  • Keep messages short and human

  • Avoid overly scripted language

  • Always include a clear next step

How to edit automated messages

Navigate to Pipeline CRM

  1. Go to Marketing → Snippets

2. Click the three dots on the right for the text that you want to edit

3. Click Edit Snippet

4. Edit the Snippets Body

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