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Assessment Updates

This template can be used for providing clients or their primary contact with an automated update post their assessment. As a client may receive an assessment every few months this template can be set to run on an ongoing basis.

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Pendula Text message preview

Setup guide

To apply this template in Pendula, simply select a scheduled flow and set this to run on a daily basis. We generally recommend a time between 9am-12pm. This means that each day, it will only pick up the relevant assessment records based on the criteria specified below:

  • To ensure the communication goes out after the assessment date, set the assessment date to <selector>equals<selector> yesterday. Set this using date formulas such as <selector>TODAY()-DAYS(1)<selector> For more information on Date Formulas, see...

What's the difference?

Broadcast
  • Deliver assessment
  • Follow-up SMS
Conversation
  • Deliver assessment
  • Follow-up SMS
  • Enable client to provide alternate email
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Pendula Text message preview

Pendula flow

Outbound email

Pendula has some easy to use email template layouts to select from. We recommend using the Welcome or Notification layouts in this instance

Outbound SMS

Suggested Copy:

Hi {{FirstName}}, just a friendly notification to let you know that we've sent your latest assessment. It will be in the inbox of your nominated email address.

Outbound email

Pendula has some easy to use email template layouts to select from. We recommend using the Welcome or Notification layouts in this instance

Outbound SMS

Suggested Copy:

Hi {{FirstName}}, we've just tried to send your latest assessment to your nominated email address but unfortunately it's bounced. Please reply with a different email and we'll send it again

Inbound reply

Any reply

Outbound SMS

Suggested Copy:

Thanks {{FirstName}}, we'll update your email address and resend your assessment.