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πŸ“† An introduction to Transactional (appointment) emails
πŸ“† An introduction to Transactional (appointment) emails

What they are, how they work and when to use them

Monique Clark avatar
Written by Monique Clark
Updated over a week ago

πŸ—“οΈPeptalkr can send 3 kinds of email - this is one of them. To learn about the others check out our introduction to Peptalkr email

What are transactional emails?

Transactional emails the most used part of Peptalkr.

They are deeply integrated with your Cliniko database, enabling you to send email specific to particular appointments, invoices and even medical alerts.

How do they send?

Transactional emails send when specific events occur in Cliniko such as:

  1. Appointments being booked, attended, cancelled or marked DNA

  2. Invoices being created or marked paid

  3. Medical alerts being added to patient files

You'll use Triggers to determine which events do what.

Who receives them?

You have control around who, how and when these emails are sent thanks to Filters.

Filters allow you to select any combination of:

  • Appointment types

  • Appointment categories

  • Appointment count

  • Whether the patient has another appointment scheduled

  • Which practitioner they saw

  • Which business location they visited

  • Which tags they have in the file patient file (medical alerts)

You can also control the frequency they send.

πŸ€” What's the difference between Transactional email and Automated Journeys?

Transactional emails are powerfully connected to Cliniko appointments, patients and invoices. They can be marketing or non-marketing emails.

Whereas Automated Journeys are marketing only. They can send to Cliniko patients based on general information about them, rather than in reaction to appointment/invoice activity. They can also be used to send to other subscriber lists separate to your Cliniko database.

What do they look like?

They look awesome! Check out some examples here. And you have complete control over their design, content and branding thanks to our drag and drop email builder.

Examples of transactional emails

Click to go straight to a tutorial for the selected email

Marketing or non-marketing

Transactional emails are generally used for non-marketing, however, you can send them as marketing emails as well. Just make sure you add an unsubscribe link.


πŸͺœHow to create a transactional email

Transactional emails are a two part process.

Step One: Create a template

Step Two: Connect a trigger

Turning on your trigger βœ…

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