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This template can be used for keeping clients up to date as they're progressing through the intake process. It provides a way for you to keep them informed and also request a callback should they wish to.
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 intake status has been set to either waitlist or in review in your source data it will send automatically, in addition to the criteria specified below:
Suggested Copy:
Hi {{FirstName}}, just a friendly update to let you know that your application is now {{IntakeStatus}}. If you have any questions reply 'call' and our team will reach out.
Suggested Keywords:
Call; Call Me; Help
Field = Call Request
Operator = equals
Value = True
Suggested Copy:
Thanks {{FirstName}}, we'll have someone reach out as soon as possible