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πŸ’Œ Introduction to the 3 types of email you can send
πŸ’Œ Introduction to the 3 types of email you can send
Monique Clark avatar
Written by Monique Clark
Updated yesterday

Peptalkr has a powerful emailing system. Peptalkr replaces any email marketing systems you use currently (e.g. Mailchimp) and has 3 email kinds you can send.

You'll need to be familiar with the three distinct types of email that Peptalkr can send, 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:

  1. πŸ“… Transactional

  2. πŸš€ Campaigns

  3. ▢️ Automations

Let's learn more about each below:

The three types of email you can send


We recommend you learn more about all 3 by clicking the learn more buttons, but these summaries will introduce you to them:

πŸ“… Transactional

Used to contact your Cliniko patients.

⏱️ Automatically or manually sent based on specific Cliniko appointment activity. They can be marketing or non-marketing.

Examples:

  • Reactivations

  • Recalls

  • Feedback

  • Intake/onboarding

  • Follow ups

πŸ‘‰ Most people who use Peptalkr start here - we provide many pre-built templates for all your patient emailing needs.

πŸš€ Campaigns

Used to send one-off marketing blasts.

⏱️ Manually sent or scheduled to the marketing subscribers you choose.

Examples:

  • Newsletters

  • Announcements

  • Special offers

πŸ‘‰ You can specify exactly who should receive each email by creating marketing segments.

▢️ Automations

Used to send automated marketing journeys.

⏱️ Automatically sent when conditions are met by subscribers in your marketing list(s).

Examples:

  • Happy birthday.

  • Timed series of marketing emails.

  • Up-sell/cross-sell emails.

πŸ‘‰ You can send subscribers down different email pathways depending on information we have about them.

Which email type to use


The following list of things Peptalkr can do is not exhaustive, but it includes a lot of the common things people do with Peptalkr, and which email type you should use to do it:

Outcome

Email type to use

Reactivate a patient without an upcoming appointment, automatically.

Transactional πŸ“…

Recall patients that cancelled and didn't rebook.

Transactional πŸ“…

Notify or recall patients who Did Not Arrive to an appointment.

Transactional πŸ“…

Request feedback after an appointment

Transactional πŸ“…

Onboard new patients with a welcome email and intake forms.

Transactional πŸ“…

Follow up with a patient after an appointment to see how they are.

Transactional πŸ“…

Send aftercare advice when a patient attends a particular appointment type.

Transactional πŸ“…

Send appointment confirmations or reminders (to replace your Cliniko emails with on-brand, upgraded emails).

Transactional πŸ“…

Send instructions on how to use a product a patient has just purchased.

Transactional πŸ“…

Generate bookings with a special offer

Campaign πŸš€

Announce new team members or changes to your services

Campaign πŸš€

Send a newsletter

Campaign πŸš€

Send a one-off mass feedback survey to past patients

Campaign πŸš€

Non-marketing announcements such as price increases, practitioner taking unexpected leave etc.

Transactional πŸ“…

Notifying subscribers of new blog content

Campaign πŸš€

Saying Happy Birthday!

Automated Journey ▢️

Sending a timed series of marketing emails to new patients who have opted in for marketing

Automated Journey ▢️

Sending an ebook/PDF to people who subscribe via a landing page on your website

Automated Journey ▢️

Sending details to leads who claim an offer via a Facebook/Instagram/Google ads

Automated Journey ▢️

πŸ€” Automated Journey or Transactional?

Both of these email types are automated - but there's specific reason to use one over the other.
​
​Transactional emails are always tied to a specific appointment (whether attended in the past, upcoming, cancelled or missed) or invoice in Cliniko. They are a timed reaction to activity that has taken place.
​
​Automated Journeys are not tied to a specific appointment or invoice. They send based on general information we know about a subscriber and are always marketing email.

Getting started with sending email


Firstly, what type of email are you wanting to send?

  1. Use the table above to work it out.

  2. Visit the page for that email type to find a relevant tutorial.

  3. Follow the steps in the tutorial to design your email, determine who receives it and schedule when it sends.

FAQs


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?

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?

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?

We're a small, family-run business πŸ›, 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! πŸ‘‹


Not sure where to start?

No problem - head over to our guide: Top 5 emails to set up right away (so Peptalkr pays for itself!)

Also make sure you complete the βœ… Checklists we send you in the Peptalkr dashboard - they will guide you through your setup.

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