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 profilesemployer · whatsapp
- Asking for a documentemployer · whatsapp
- Proposing interview timesemployer · whatsapp
- Check-in — the householdemployer · whatsapp
- Check-in — the helperhelper · whatsapp
- Arrival briefingemployer · whatsapp
- Payment reminderemployer · email
- Replacement decisionemployer · whatsapp
Proposing interview times
Sent when times have been found. The helper confirms after the household picks one.
When interview times are found — send them to the employer.
Preview
Rendered against a real case, not a mock-up.
Hi Mr Kelvin Sim, Rosalinda Cruz is happy to meet you.
These times work for her: {{interview_slots}}.
Tell me which suits and I will confirm it with her. It usually runs twenty minutes or so.This message must not be sent as it stands
No data for {{interview_slots}} 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 householdemployer onlyfilled
- {{helper_name}}The helperfilled
- {{interview_slots}}The times proposedempty