Communication

Message templates

Each template is bound to the workflow rule that would send it, so a message inherits that rule's autonomy. Nothing here sends itself.

Templates

8 in use

Sharing helper profiles

Sent when a consultant decides a household should see someone. The rule behind it is locked, so this can never go out on its own.

A person sends it

When matching produces a ranked list — share helper profiles with the employer.

Cannot be automated

Sending a profile to a household is an external disclosure about a person. Someone has to decide it is warranted.

Preview

Rendered against a real case, not a mock-up.

1 not filled

Tan Family Lee Family Wong Family Koh Family Sim Family Balakrishnan Household Teo Family

Hi Mrs Serene Lee, this is Michelle Wong from Demo Maid Agency.

I have {{shared_helper_names}} for you to look at. Each profile shows what she has actually done, and where we do not yet know something we have said so rather than guessed.

You can see them here, compare them side by side, and tell me what fits and what does not. No rush — I would rather you take a few days than meet someone who was never right.

This message must not be sent as it stands

No data for {{shared_helper_names}} on this case. A blank would be worse than a gap — the braces stay so nobody sends it by accident.

Fields this message merges

A field belonging to one side can never be merged into the other's message.

{{employer_contact}}Who to address in the household
employer onlyfilled
{{consultant_name}}The consultant handling this household
filled
{{agency_name}}The agency's name
filled
{{shared_helper_names}}The helpers already shared with this household
employer onlyempty