🗓️ Peptalkr can send 3 types of email - this is one of them. To learn about the others check out our Introduction to the 3 types of email you can send
Transactional emails the most used part of Peptalkr.
They are deeply integrated with your Cliniko database, enabling you to send email specific to particular activity happening inside Cliniko such as:
📆 Appointments (being booked, cancelled, attended or missed)
💰 Invoices (containing specific line items being created or paid)
🏷️ Medical alerts (being added to a patient)
This offers you immense flexibility when it comes to automating all kinds of email to your Cliniko patients, such as recalls, reactivations, welcome emails, follow ups, feedback requests and much more.
How to set up a Cliniko-powered Transactional email
Every transactional email automation requires two parts:
An email
An email trigger
Here's our three steps to configuring an email.
👉 If you are looking for a specific transactional email tutorial (e.g. a reactivation/recall, or a welcome email) head over to our top tutorials area for guided steps that cover all bases.
💌 Step One: Create the email
⚡️Step Two: Connect a trigger
✅ Test and turn on your trigger
Save hours with a pre-built template
Your account comes with a number of stunning, professional pre-built email templates designed specifically for health clinics that use Cliniko. Many of these templates are suitable for Transactional email. Make sure you check them out as they save (literally) hours upon hours of time.
🙋🏻♀️ FAQs
What are transactional emails?
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.
Are these non-marketing emails?
Are these non-marketing emails?
Transactional emails are "traditionally" non-marketing. However, in Peptalkr - Transactional simply means "powered by specific Cliniko activity". You can send marketing or non-marketing email with Peptalkr transactional emails - it all comes down to how you want them to send.
If you are sending an email that is specific to an appointment or invoice line item, or the timing needs to be based o specific appointment activity - you should use a Transactional email.
If you are sending a Transactional email as a marketing email - you must add an unsubscribe link to your email and select 'marketing' while creating your trigger. Failure to do this will breach privacy laws so be mindful.
Marketing blasts (one off emails) should ALWAYS be sent with a Campaign, not a Transactional email.
How do they send?
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?
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?
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?
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.
What can I send with transactional email?
What can I send with transactional email?
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!