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Support Worker Onboarding

This template can be used for welcoming new staff and providing them with key information for onboarding them into your organisation. It provides you with a way to automate the delivery of key information via email and follow up with SMS in the instance of bounces and failures.

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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 created. This means that the moment a worker record has been input into your source data it will send automatically, in addition to the criteria specified below:

  • Worker Status <selector>equals<selector> 'intake' or 'new' (if this is relevant to your client process)

What's the difference?

Broadcast
  • Deliver welcome pack
Conversation
  • Deliver welcome pack
  • Enable staff to provide alternate email
conversation Preview
Pendula Text message preview

Pendula flow

Outbound Email

Pendula has some easy to use email template layouts to select from. We recommend using the Welcome or Notification layouts in this instance

Outbound SMS

Suggested Copy:

Welcome {{FirstName}}! Just a friendly notification to let you know that we've sent you your onboarding information. It will be in the inbox of your nominated email address.

Outbound Email

Pendula has some easy to use email template layouts to select from. We recommend using the Welcome or Notification layouts in this instance

Outbound SMS

Hi {{FirstName}}, we've just tried to send your welcome pack to your nominated email address but unfortunately it's bounced. Please reply with a different email and we'll send it again

Inbound Reply

Suggested Copy:

Any Reply

Outbound SMS

Suggested Copy:

Thanks {{FirstName}}, we'll update your email address and resend your welcome pack.