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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.

Your submission has been received!

Something went wrong while submitting the form.
Please try again!

Try it now

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.

Your submission has been received!

Something went wrong while submitting the form.
Please try again!

flow templates
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Health & Disability Care
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Service Agreement communications
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Service Agreement Update
flow templates

Service Agreement Update

This template can be used for providing clients with regular monthly updates on their service agreement balance. 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.

Setup guide

To apply this template in Pendula, simply select a scheduled flow and set this to run on a monthly basis, we generally recommend it on the first day of the month and sometime between 9am-12pm. This means that each month, it will only pick up the relevant clients will service agreements based on the criteria specified below:

  • Service Agreement Status <selector>equals<selector> 'current' (if this information is available)
  • Service Agreement End Date <selector>is greater than<selector> today (we recommend using a date formula like <selector>TODAY()<selector>)

What's the difference?

Broadcast
  • Provide service agreement update
Conversation
  • Provide service agreement update
  • Enable client to provide alternate email

Pendula flow

'Delivered' Path
'Failed' Path
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

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Outbound SMS

Suggested Copy:

Hi {{FirstName}}, just a friendly notification to let you know that we've sent you your monthly service agreement update. Go ahead and check 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

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Outbound SMS

Suggested Copy:

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

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Inbound reply

Any Reply

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Outbound SMS

Suggested Copy:

Thanks {{FirstName}}, we'll update your email address and resend your service agreement.

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