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Editing Your Welcome Email in Pipeline CRM

Your welcome email is often the first touchpoint with a new lead or member.

Written by Pipeline Solutions Support
Updated yesterday

What โ€œgoodโ€ looks like

  • Branded

  • Friendly tone

  • Clear next step

  • No information overload

How to edit it

  1. Go to Marketing โ†’ Emails

2. Click Templates

3. Click Editable Auto Emails

4. Click (ACTIVE) New Lead Initial Email

5. Edit the email as desired and click Save Template

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