Pipeline Solutions

Re-use your most frequent messages at the click of a button

Snippets

How to Complete Bulk Actions in Pipeline and Pipeline CRM

What is Pipeline CRM & How to Access It

A verified email allows you to improve email deliverability and trust.

Adding a Verified Email in Pipeline CRM

The Reply-To email is where responses from your campaigns are sent if a member or lead replies to an email.

Adding a Reply-To Email in Pipeline CRM

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

Editing Automated Messages in Pipeline CRM

Allows you to include booking links or offers in SMS messages.

Adding Links to SMS Messages in Pipeline CRM

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

Editing Your Welcome Email in Pipeline CRM

If leads aren’t appearing in the Leads view in Pipeline, it’s usually due to form mapping issues in Pipeline CRM.

Leads Not Flowing into Leads View -> New Lead (Form Mapping)

Add studio staff team members who need access to Pipeline CRM.

Adding your studio staff to Pipeline CRM

This controls when your team can receive calls and where calls are routed.

Setting Up Call Forwarding in Pipeline CRM

A Smart List automatically updates to show all active members.

Creating an Active Member Smart List in Pipeline CRM

A Smart List that automatically updates to show all active Class Pack members.

Creating an Active Class Packs Smart List

Create and send targeted emails to your leads or members using Smart Lists to ensure the right message reaches the right audience at the right time.

Creating an Email Campaign in Pipeline CRM

Controls when automated messages are sent.

Editing the Sending Window (Welcome Text & Email) in Pipeline CRM

Frank Jose

Pipeline Solutions Support

Info about Pipeline Sync including Why choose Sync, and FAQs

Sync

Common questions around porting your number to Sync

Setup

Questions about tasks, texting photos, calls etc

Features

We've got some cool automations. You've got questions.

Automation

Pricing

Sync FAQs

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.