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Message Templates

Message templates define the content used for automated emails, SMS messages, and notifications sent by Pipeline.

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Accessing Templates

Navigate to Settings > Message Templates.

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Template List

Screenshot: The Message Templates grid showing the Name and System columns, with a mix of system templates (filled icon) and custom templates (empty icon).
The grid shows all templates with:
  • Name - Template name/title
  • System - A filled icon indicates a system template (built-in), an empty icon indicates a custom template
System templates are provided with Pipeline and serve as reference. Custom templates can be created and edited freely.

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Template Structure

Each template is composed of multiple parts:
  • Header - Top section of the message
  • Body - Main content area
  • Footer - Bottom section
  • Signature - Closing signature block
Each part has:
  • HTML content (can include dynamic placeholders)
  • Sort order (controls rendering sequence)
  • Active/Visible toggles
  • System flag (whether it’s a built-in or custom part)

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Dynamic Placeholders

Templates support dynamic placeholders that are replaced with real data when sent. Common placeholders include:
  • Customer name and contact details
  • Job and invoice references
  • Amounts and dates
  • Links to view documents online

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Editing Templates

Double-click a template in the grid to open the editor. Modify the HTML content of any part, reorder parts using sort order, and toggle parts on or off as needed.

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Usage

Templates are used by:
  • Workflow task actions (automatic emails on task completion)
  • Invoice sending
  • Purchase order sending
  • CRM automation rules