Funding Balance Offers

To apply this template in Pendula, simply select a scheduled flow and set this to run as a once-off. This means that when you set the send date and time, it will only pick up the relevant clients based on the criteria specified below:

• Service Agreement Status <selector>equals<selector> 'current' (if this information is available)
• Service Agreement End Date <selector>is equal to<selector> <selector>TODAY()+DAYS(60)<selector>
• Service Agreement Remaining Balance <selector>is greater than<selector> <value> (dollar amount you'd like to segment as part of your audience)
• Service Line Item <selector>equals<selector> <description> (service type you'd like to segment as part of your audience)
• Additionally, you'll need to ensure you have a placeholder field for capturing data upon a call request