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Welcome communications

Onboarding Approval

This template can be used for welcoming clients once their services have been approved as part of the intake process.

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Pendula Text message preview
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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 funding status has been set to approved in your source data it will send automatically, in addition as per the criteria specified below:

  • Funding Status <selector>equals<selector> 'approved' (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
  • Inform client
Conversation
  • Inform client
  • Enable a call request
  • Confirm call request
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Pendula Text message preview

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Pendula flow

'Call me' Path

Outbound SMS

Suggested Copy:

Hi {{FirstName}}, great news - your funding has now been approved! 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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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.
Check your phone!
We've sent you an SMS, reply to start the customer journey.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Try it now

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.
Check your phone!
We've sent you an SMS, reply to start the customer journey.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Try it now

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.
Check your phone!
We've sent you an SMS, reply to start the customer journey.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

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