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flow templates

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Health & Disability Care

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Welcome communications

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Onboarding Approval

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flow templates

Onboarding Approval

This template can be used for welcoming clients once their services have been approved as part of the intake process.

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 status has been set to approved in your source data it will send automatically, in addition as per the criteria specified below:

Funding Status <selector>equals<selector> 'approved' (or whatever best represents this)
Additionally, you'll need to ensure you have a placeholder field for capturing data upon a call request

What's the difference?

Broadcast

Inform client

Conversation

Inform client
Enable a call request
Confirm call request

Pendula flow

Outbound SMS

Suggested Copy:

Hi {{FirstName}}, great news - your funding has now been approved! If you have any questions reply 'call' and our team will reach out.

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Inbound reply

Suggested Keywords:

Call; Call Me; Help

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Field update

Field = Call Request

Operator = equals

Value = True

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Outbound SMS

Suggested Copy:

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