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πŸ’Œ Introduction to sending email

Explore and get started with the three kinds of email you can send with Peptalkr

Monique Clark avatar
Written by Monique Clark
Updated this week

Peptalkr replaces any email marketing tools you're currently using (like Mailchimp) and handles all your clinic emailsβ€”both patient appointment emails and marketing campaigns.

There are 3 types of email you can send with Peptalkr. Understanding which type to use is the first step to mastering Peptalkr email.


The 3 types of email

πŸ“… Transactional emails (appointment-powered)

What they are: Automated emails that send based on appointments in Clinikoβ€”when they're booked, attended, cancelled, or missed.

Common examples:

  • Appointment confirmations and reminders

  • Welcome emails for new patients

  • Reactivation emails (when patients haven't rebooked)

  • Cancellation follow-ups

  • Feedback requests after appointments

  • Post-treatment care instructions

When to use: Any time the email relates to a specific appointment or you want to reference appointment details in the email.


πŸš€ Campaigns (one-off marketing blasts)

What they are: One-time emails you send manually to your patients or other subscriber lists for marketing purposes.

Common examples:

  • Monthly newsletters

  • Special offers and promotions

  • Clinic announcements

  • New service launches

  • Seasonal campaigns

When to use: When you want to send a marketing message right now (or schedule it) to your whole list or a targeted segment.
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​→ Learn more about campaigns


▢️ Automations (marketing journeys)

What they are: Automated marketing emails that send based on subscriber attributes or behaviours (not appointments).

Common examples:

  • Birthday emails with special offers

  • Welcome series for new subscribers

  • Educational email sequences

  • Lead nurturing from ads or landing pages

When to use: When you want to automate marketing emails based on dates (like birthdays) or when patients join specific segments.


Quick decision guide

Still not sure which type to use? Here's a simple way to decide:


❓ Ask yourself: What causes this email to send?


  • A specific appointment (booked, attended, cancelled, missed) β†’ Transactional

  • I want to send it manually right now β†’ Campaign

  • A date like a birthday or joining a group β†’ Automation

Examples:

  • "Send a welcome email when someone books their first appointment" β†’ Transactional (triggered by appointment being booked)

  • "Send a newsletter about our new opening hours" β†’ Campaign (manual, marketing blast)

  • "Send a birthday email with a discount code" β†’ Automation (triggered by birthdate)

  • "Follow up 30 days after an appointment if they haven't rebooked" β†’ Transactional (triggered by appointment being attended)


Where to start? [VIDEO]

Most clinics start with Transactional emails because they deliver immediate value with minimal setup. We've created simple 10-minute tutorials to help you get started:
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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.


Common questions about email

Is Peptalkr like Mailchimp?

Yes and no. Peptalkr does everything Mailchimp does (campaigns, automations, email builder) but we're specifically designed for health clinics using Cliniko. This means you get powerful appointment-based automations that Mailchimp can't do.

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?

Yes. There's a learning curve when you first start (like any new tool), but if you follow our step-by-step tutorials and use our support chat when you get stuck, you'll be up and running quickly.

Do I get support?

Yes. Peptalkr is a self-service system, however, we offer human support 5 days a week during AEST business hours from our office in Sydney, Australia. We're a small team, but we provide very tailored support. We appreciate your patience with us when seeking our human support. The help centre has a lot of useful resources, make sure you search it if stuck on something 😊

What's the difference between an automated transactional email and automated journeys?

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 😊


Ready to send your first email?

Pick the type that matches your goal:


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