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Client Offboarding

This template can be used for informing staff of a client offboarding the organisation. Specifically, for clients who have assigned support workers on a regular basis. This template can be expanded from an SMS notification to also include any relevant offboarding requirements via email.

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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 sometime between 9am-12pm. This means that each day, it will only inform the relevant staff assigned to clients due to exit the organisation, in addition to the criteria specified below:

  • Client Status <selector>equals<selector> 'current' (if this information is available)
  • Client End Date <selector>equals<selector> 30 days from now (we recommend using a date formula like <selector>TODAY()+DAYS(30))<selector>

What's the difference?

Broadcast
  • Provide check-in alert
Conversation
  • Provide check-in alert
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Pendula Text message preview

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We've sent you an SMS, reply to start the customer journey.
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Try it now

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Check your phone!
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Pendula flow

Outbound SMS

Suggested Copy:

Hi {{FirstName}},Just letting you know that client {{ClientName}} is due to leave the organisation in 30 days. Please begin to prepare any necessary offboarding activities.

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By providing your information, you confirm that you agree to the storing and processing of your personal information by Pendula as described in the Privacy Collection Statement.
Check your phone!
We've sent you an SMS, reply to start the customer journey.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Try it now

By providing your information, you confirm that you agree to the storing and processing of your personal information by Pendula as described in the Privacy Collection Statement.
Check your phone!
We've sent you an SMS, reply to start the customer journey.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Try it now

By providing your information, you confirm that you agree to the storing and processing of your personal information by Pendula as described in the Privacy Collection Statement.
Check your phone!
We've sent you an SMS, reply to start the customer journey.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.