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Incomplete Information Request

This template can be used for notifying and requesting missing information from prospective students during the enrolment process. It also enables a call request if required.

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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 or weekly basis, depending on preference. We generally recommend sometime between 9am-12pm. This means that it is scheduled to run, it will only pick up the relevant enrolments based on the criteria specified below:

  • Information Provided <selector>equals<selector> FALSE (this criteria should signify which information is yet to be collected from the student)
  • Enrolment Status <selector>equals<selector> 'Accepted' (or whatever indicates that the student is currently enrolling)
  • Semester <selector>equals<selector> <value> (if you would like to segment this communication to only a specific semester or calendar period)
  • Additionally, you'll need to ensure you have a placeholder field for capturing data upon a call request

What's the difference?

  • Inform student
  • Inform student
  • Enable a call request
  • Confirm call request
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Pendula Text message preview

Pendula flow

Outbound SMS

Suggested Copy:

Hi {{FirstName}}, we're letting you know that we can't finalise your enrolment until we receive your <missing information>. If you need assistance, please reply 'call' and our team will reach out.

Inbound reply

Suggested Keywords:

Call; Call Me; Help

Field update

Field = Call Request

Operator = equals

Value = True

Outbound SMS

Suggested Copy:

Thanks {{FirstName}}, we'll have someone reach out as soon as possible