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Funding Threshold Alerts

This template can be used for alerting clients when they hit thresholds in their funding balances.

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Setup guide

To apply this template in Pendula, simply select an event flow and set this to trigger when a record is edited. This means that the moment a client's funding percentage drops beneath a certain threshold in your source data it will send automatically, in addition to the criteria specified below:

  • Funding Percentage <selector>is less than or equal to<selector> <value> (depending on where you wish to set this)
  • Service Agreement Status <selector>equals<selector> 'current' (if this information is available)

What's the difference?

  • Provide funding alert
  • Provide funding alert
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Pendula flow

Outbound SMS

Suggested Copy:

Hi {{FirstName}}, Just letting you know that your funding balance is now at {{FundingPercentage}} remaining.