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Onboarding Approval

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

conversation Preview
Pendula Text message preview

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
conversation Preview
Pendula Text message preview

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.

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