🗓️Peptalkr can send 3 kinds of email - this is one of them. To learn about the others check out our introduction to Peptalkr email
Transactional emails are a two part process, the below tutorials have all the steps. But keep reading to learn the basics of Transactional email.
Step One: Create a template 💌
Step Two: Connect a trigger 🔘
Turning on your trigger ✅
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:
Appointments being booked, attended, cancelled or marked DNA
Invoices being created or marked paid
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.
🤔 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
Appointment confirmations (new or repeat patients)
Appointment reminders (new or repeat patients)
New patient welcome email (can include intake form)
Sending aftercare advice after a specific appointment type
Sending a patient an annual appointment scheduling reminder (i.e. annual dental exam, annual orthotic review, annual skin checks etc.)
Lots more - check out our tutorials for ideas!
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.