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Goal Achievement Milestones

This template can be used for congratulating and celebrating a client achieving a goal(s) as part of their plan. This template can leverage email or SMS as a primary channel of communication depending on client preferences.

conversation Preview
Pendula Text message preview

Setup guide

To apply this template in Pendula, select an event flow and set this to trigger when a record is edited. This means that the moment a goal or outcome is marked as achieved in your source data, it will send automatically based on the criteria specified below:

  • Goal Achieved <selector>equals<selector> TRUE
  • Goal Achieved on <selector>is not greater than<selector> <selector>TODAY()<selector> (to ensure this is not sent for any future goals)

What's the difference?

Broadcast
  • Send goal achievement milestone
  • Follow-up SMS
Conversation
  • Send goal achievement milestone
  • Follow-up SMS
  • Enable client to provide alternate email
conversation Preview
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}}, congratulations on achieving your goal of {{GoalSummary}} - well done! We've also sent you an email summarising all the great work you've done

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 you an important update 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 you the email