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Scheduled Messages

1 How Setup a Pipeline Stage to Email a Form with a Contract

Overview This tutorial will step you through the process of setting up StudioCloud to email a lead or client, from a pipeline stage, to have them fill out a form and sign a contract. First, you will create the contract that you want to send. Then you create…

2 Scheduled Messages Overview

Overview StudioCloud allows you to schedule an email message or a text message to be sent to a client or employee on a specific date and time. How to Schedule Emails and Texts when a Pipeline Stage is Activated When a pipeline stage is activated the scheduled…