How to Request Pipeline Updates

The Pipeline tool is supported by our friendly, helpful team.

Pipeline is your essential lead management tool, crafted to facilitate seamless 1:1 communication as leads transition through various stages. Designed to nurture cold leads into clients, it focuses on delivering personal, meaningful, and relevant messages tailored to each lead's interests. With a user-friendly Dashboard, you have access to powerful features that give you full control over managing your leads effectively, ensuring every interaction is impactful and aligned with their journey.

If you are interested in learning more about effective lead management strategies, please refer to this marketing resource. 

This platform empowers you to make updates or enhancements to your Pipeline whenever necessary. And if you ever need assistance, our dedicated team is ready to support you at every stage, ensuring your lead management process remains smooth and efficient.

Routine Updates Included in Your Subscription

The following are the routine updates included in your Agency Revolution subscription

• Launching Pipeline Journeys: Need help launching a Quick Start Pipeline Journey? We're here to assist you. 

• Updates to Steps: We can make minor updates to the steps in your existing Pipelines.

• Content for Steps: While we don't write content, we can guide you on using our FirstDraft AI tool or assist with minor edits to your Pipeline messages.

• Updates to Stages: Our Pipeline Journeys come with comprehensive Stages, but we can make minor adjustments to better align with your goals.

• User Access: Inform us about team members who need access, and we’ll set them up with Pipeline. 

• CSV Uploads: We offer one-time assistance with CSV uploads to ensure you're confident in the process.

• Connecting Forms to Pipeline: Need assistance connecting a form to a Pipeline? We’re here to help. (Requires Fuse)

• Adding Fuse Forms to Forge Sites, and Connecting to Pipeline: For Forge Premium customers, using Fuse forms is key to automatically adding leads to a Pipeline. Our team can assist with these global changes. (Requires Fuse and Forge Premium)

• Pipeline Campaigns: If you need further automation, we can provide a one-time campaign setup or tutorial for you or your team. (Requires Fuse)

• Ongoing Education: Access our on-demand training videos and regular webinars for in-depth guides on using Pipeline.  

For a full Pipeline overview and best practices, please refer to this Help Center article.

Updates That May Require a Conversation and One-Time Scoped Project

Some updates may fall outside the scope of routine changes and require additional conversation and possibly a one-time scoped project:

• Custom Pipeline Creation: For custom Pipelines, we recommend starting with Pipeline Journeys. Further discussion and a one-time scoped project may be necessary to tailor your needs.

• Custom Pipeline Configurations: Changes to the Pipeline structure or workflow will require more information and possibly a one-time scoped project.

• Form Customization: Anything beyond 3-4 custom requests will likely need to be discussed and may incur additional charges.

• Pipeline Campaigns: If you need more automation to enhance your Pipelines beyond a one-time campaign setup, further discussion and a one-time scoped project may be necessary.

• Adding Leads via AMS: For enhanced automation beyond a one-time campaign setup, further conversation is necessary.

• Additional Training: While 1:1 training sessions are not included, we offer on-demand training videos to get you started. Requests for 1:1 training will require a one-time scoped project.

• Pipeline Strategy / Consulting: While we don't offer 1:1 strategy or consulting, we're happy to discuss your intended use of Pipeline and scope a one-time project to explore your unique goals and guide you in leveraging our product's capabilities.

To request these updates, or discuss a scoped project, contact our Client Experience team at team@agencyrevolution.com or (800) 606-0477.