Make sure you read our introduction to sending email for a great 101 on the 3 types of email that Peptalkr sends.
🙋🏻♀️ What are transactional emails?
Transactional emails the most used part of Peptalkr. They are deeply integrated with your Cliniko account, enabling you to send email specific to particular appointments, invoices and even medical alerts.
Transactional emails are sent when specific actions 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 have control around who, how and when these emails are send with a high degree of control. There are endless possibilities and there is no system like Peptalkr that offers you this level of control combined with a stunning drag and drop email builder.
What's the difference between Transactional email and Automated Journeys?
Good question - they are both technically automated. However, Transactional emails are always sent based on a specific appointment, invoice or medical alert - and they can be marketing or non-marketing emails.
Whereas Automated Journeys are always marketing and send based on general information about a patient, rather than specific appointments or invoices.
Examples of transactional emails:
Appointment confirmations (new or repeat patients)
Appointment reminders (new or repeat patients)
New patient welcome email (can include intake form)
Sending intake forms to patients as a separate email
Reactivating patients who have not had a specific appointment in a while
DNA (Did Not Arrive) notices and recalls
Cancelled appointment notices and recalls
Requesting feedback after a specific appointment
Sending post-purchase information about a product or service on their invoice
Sending aftercare advice after a specific appointment type
Sending specific information based on the issue the patient brought up during the appointment
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 choose whether each transactional email is marketing or non-marketing when configuring the trigger. If you choose marketing - you must add an unsubscribe link.
🪜How to create a transactional email
Transactional emails are a two part process.
Step One: Create a template
Head to the Send Email tab and click Transactional.
Then click 
Fill in the following:
Name this email - a logical name so you can easily identify the template later.
Write a subject line - Something short but effective (insert personalisation if you like!)
Who is it from? - The name of your business and your sender email (or insert the treating practitioner's name)
Use a different reply to email - If you want replies to send somewhere other than the sending email, fill this in,
Add recipients to a list - Select Do Not Add to a List from the dropdown
Content - click
🎉 From here - you'll enter the email builder where you can choose a template and design your email.
To get help with choosing and customising your template head here:
Once you have finished choosing and customising your template, make sure you save your changes and press the Finish button at the bottom of the screen you started on:
You'll see a message:
👉 View the code?! You can ignore this text - this is just for advanced use. No code is necessary, you just need to head to the Triggers tab now to create your trigger!
Step Two: Connect a trigger
Now it's time to create a trigger and connect it to your template.
We have a great guide for that:
Voila! Turn your trigger on and it'll start sending the next time it finds a client matching the conditions of your trigger.
🚨 Avoid overlap - If you are replacing Cliniko reminders/confirmations - be sure to turn them off in Cliniko before turning them on in Peptalkr.