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Onboarding Nurture

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.

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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 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:

  • Intake Status <selector>equals<selector> 'waitlist' or 'in review' (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?

  • Deliver service agreement
  • Deliver service agreement
  • Enable a call request
  • Confirm call request
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Pendula Text message preview

Pendula flow

Outbound SMS

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.

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