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First name

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First name

Last name

Mobile

Company email

Company name

By providing your information, you confirm that you agree to the storing and processing of your personal information by Pendula as described in the Privacy Collection Statement.
thank you.

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flow templates
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Health & Disability Care
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Incident & emergency communications
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Incident Alerts
flow templates

Incident Alerts

This template can be used for notifying clients or primary contacts of an incident that has occurred during a service being delivered. It allows you to provide the necessary information and also request a callback should they wish to.

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 an incident report is input into your source data it will send automatically, in addition to the criteria specified below:

  • Status <selector>equals<selector> 'open' or 'new' (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
  • Alert client
Conversation
  • Alert client
  • Enable a call request
  • Confirm call request

Pendula flow

Suggested Copy

Outbound SMS

Suggested Copy:

Hi {{FirstName}}, you are receiving this message to inform you of an incident involving {{ClientName}} that has occurred during their service being delivered.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

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