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♻️ An introduction Automations (marketing journeys)

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

Monique Clark avatar
Written by Monique Clark
Updated this week

Peptalkr can send 3 types of email:

  1. 📅 Transactional - emails that are triggered by Cliniko data

  2. 🚀 Campaigns - marketing blasts

  3. ▶️ Automations - marketing journeys (this article)

Learn about all three of them in our introduction to email.

Automations (marketing journeys) a game-changer for nurturing customer relationships. You can design multi-step marketing emails that send over a period of time that you can use to:

  • 🎓 Educate

  • 🔥 Promote

  • 🏆 Reward

🚨 Automations are not for emailing patients about appointments. You must use our transactional system for that - our Cliniko-powered automations.

Emails you can send with the Automation system


Here's some of the most popular examples:

  • Saying Happy Birthday!

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

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

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

The easiest place to start is with a step-by-step tutorial specific to one of the examples above. Head over to the tutorials section and pick a tutorial to get started with 💪

Save time with templates


Peptalkr comes with a number of stunning, professionally designed email templates specifically for health clinics that use Cliniko. You can start with one of these or create your own. Every email is 100% customisable thanks to our drag & drop builder.

How to create an Automation


Automations are super flexible and the sky is the limit. Follow this tutorial to get started:

  • You can measure the performance of your emails such as opens, clicks and unsubscribes using our built-in email stats.


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