🍪 Peptalkr has a powerful emailing system, and replaces any email marketing systems you use currently (e.g. Mailchimp). There are 3 distinct kinds of email you can send - including both marketing and non-marketing.
Ready to get started with Peptalkr's amazing email capabilities? It's easier than you think. We strongly recommend you read this entire article.
Video: Introduction to Peptalkr email (🕚 35 mins)
Watch this if you'd like a comprehensive look at how Peptalkr email works. This video is a detailed lesson - so set aside an hour or so to watch, absorb and follow along in your own account.
Before you dive in, you'll need to be familiar with the three distinct kinds of email that Peptalkr can send (described in the video above!), as each has it's own purpose - making Peptalkr your hub for sending email, no matter what kind of email it is, or who it's going to.
The three kinds are:
📅 Transactional - emails that are triggered by Cliniko data
🚀 Campaigns - marketing blasts
▶️ Automations - marketing journeys
To get started with your first email, you'll need to pick the right email kind for the purpose. So let's break down in more detail.
1️⃣ Emailing patients automatically
→ About their appointment
This is where most people start. The vast majority of patient emails will be sent with the 📅 Transactional system - a powerful event-powered email.
For example:
Confirmations & reminders
New patient welcome & intake
Recalls, follow-ups and reactivations
Feedback requests
📅 Transactional emails are all triggered by an event in Cliniko - meaning they send some amount of time before or after a Cliniko appointment is booked, attended, cancelled or missed.
They can be sent as non-marketing OR marketing ✅
→ About something else
However, sometimes you want to automate emails to patients that don't send in relation to a specific appointment, but instead send based on general attributes about a patient. These would use the ▶️ Automations system.
For example:
On their birthday
When they join a particular marketing segment
▶️ Automations are sent automatically based on rules rather than a specific appointments. You can control how these rules work using segments, and build complex multi-step marketing journeys based on them.
They are marketing only ✅
2️⃣ Emailing patients manually
→ For marketing purposes
Any marketing blasts you want to send will be a 🚀 Campaign. These are your classic marketing emails, sent to your entire marketing database, or a segment of your database.
For example:
Newsletters
Announcements
Special offers
🚀 Campaigns are sent on the fly (or scheduled to send in advance). You can create segments to narrow down your recipients for greater targeting control.
They are marketing only ✅
→ For non-marketing purposes
These will use 📅 Transactional system, but it depends if you want to send a one off blast to a group of patients or a one off individual email to a specific patient.
👥 For group emails - you'll use the one off blast transactional email type
👤 For individual emails - you'll use the medical alert trigger type
Are there step-by-step tutorials?
Absolutely! We have a bunch of tutorials that walk you through every step of configuring many different email scenarios - from recalls to newsletters and so much more. We strongly recommend using the tutorials as much as possible while you learn Peptalkr.
Which email type do I use?
This table helps you to use the right email based on your email's purpose. It's not an exhaustive list of what Peptalkr can do, but it covers a lot of the popular stuff:
Purpose of the email | Email type to use |
Reactivate a patient without an upcoming appointment, automatically. | |
Recall patients that cancelled and didn't rebook. | |
Notify or recall patients who Did not arrive to an appointment. | |
Request feedback after an appointment | |
Onboard new patients with a welcome email and intake forms. | |
Follow up with a patient after an appointment to see how they are. | |
Send aftercare advice when a patient attends a particular appointment type. | |
Send appointment confirmations or reminders (to replace your Cliniko emails with on-brand, upgraded emails). | |
Send instructions on how to use a product a patient has just purchased. | |
Generate bookings with a special offer | Campaign 🚀 |
Announce new team members or changes to your services | Campaign 🚀 |
Send a newsletter | Campaign 🚀 |
Send a one-off mass feedback survey to past patients | Campaign 🚀 |
Non-marketing announcements such as price increases, practitioner taking unexpected leave etc. | |
Notifying subscribers of new blog content | Campaign 🚀 |
Saying Happy Birthday! | |
Sending a timed series of marketing emails to new patients who have opted in for marketing | |
Sending an ebook/PDF to people who subscribe via a landing page on your website | |
Sending details to leads who claim an offer via a Facebook/Instagram/Google ads |
🤔 Automated Journey or Transactional email?
We get this question a lot. Yes, they are 'similar' but they are not the same. Both of these email types are automated - but there's specific reason to use one over the other. It comes down to what needs to trigger the sending of the automation:
If a specific appointment - Transactional is what you need to use, as these emails are tied to the timing of an appointment whether it's coming up, attended in the past, just booked, cancelled or marked 'Did Not Arrive'. You can even reference the specific appointment details inside the email.
If it's a specific product or billable service a patient was invoiced - Transactional is what you need to use.
If it's a date other than an appointment - such as a birthday, an automation is the way to go.
If it's general information about a patient - this one is a little more abstract to understand, but if you want to fire off an email/series of emails when a patient meets certain criteria which isn't specific to one particular appointment, then an automation typically works best.
The best way to learn is to just have a go at creating some emails - we promise, it's easier than you think and you'll get your head around it quickly 😊
🙋🏻♀️ FAQs
Is Peptalkr like Mailchimp?
Is Peptalkr like Mailchimp?
We have some crossover with Mailchimp, but we are designed for health clinics that use Cliniko - you can do so much more with Peptalkr!
Check out our comparison table here:
Is Peptalkr like CliniqApps?
Is Peptalkr like CliniqApps?
Moreso than Mailchimp, but we're a very different platform.
We offer a unique (first of its kind!) system designed to be easy to use, provide the features you need most and you get a multi-purpose email marketing system with a drag and drop email builder so you can create beautiful, on-brand email that sends at exactly the right moments.
Is Peptalkr easy to use?
Is Peptalkr easy to use?
Yep. Humans are busy! So Peptalkr aims to be as simple as possible while still offering you a huge amount of features so you can truly customise Peptalkr to your unique business - without having to go mad learning a new system 😵
Of course, there's a learning curve in the beginning. But if you follow our guided tutorials, and use our support channels when you get stuck - you'll be up and running in no time.
Is Peptalkr customer support 24/7?
Is Peptalkr customer support 24/7?
We're a small, family-run business 🐛, we do not have investors or a huge team. As such as haven't reached the point of 24/7 support.
But we are here 5 days a week during Sydney, Australia business hours and we reply quickly. If you are overseas - you'll generally receive a reply within 24 hours (but often faster) if it's a business day 🌎
We are truly committed to bettering your experience, helping you out when you get stuck and going above and beyond. In fact we are your team! 👋