A campaign involves sending a single email to your patient database, either immediately or by scheduling it to send later. Target all patients, or a segment of your patient database. You can even upload a new list of recipients.

Campaigns are often used to send promotions, newsletters, announcements and other communications to patients on the fly. Peptalkr replaces the need for Mailchimp.

There are two types of email campaigns you can create and send with Peptalkr — a regular campaign, or an A/B test campaign (where you can test different subject lines, images or content and see what works best).

Create and send campaigns

To create a regular campaign:

  1. Click Campaigns.
  2. Click Create new campaign (or if you haven't created one before, Get Started).
  3. On the next page, you have the option between a "Regular" campaign and an A/B test. By default, "Regular" will be selected.
  4. Fill out the details on the page, making sure to choose a From name and email address. (More on that here).
  5. When finished, click Next to choose a starting point for your email design.

Choosing a starting point

There two different ways you can create your email campaign:

  • My templates — Select one of your professionally designed ready-to-go templates. You can drop in your own logo, images, content (use the content blocks to add more sections and areas for different kinds of content), buttons and even change the colours and fonts. When you're done, you can save the email as a template to use again next time.

6. Once you have selected one of the above two options and built your email, then click Define recipients to choose who to send the email to.

7. Choose your recipients.

We've set up a list called Patients for you - this is an up-to-date list of all patients with email addresses from your Cliniko account. But you can add your own lists in addition to your patients if you collect emails via other methods.

Note: If you have multiple patients with the same emails (e.g families) only the most recently updated patient will be stored in the list to avoid sending multiple of the same email to a single email address.

8. Choose which segment/s of your patient database to send to.

Your patient list also has a number of patient segments, you can send specifically to them by clicking the arrow next to the 'Patients' list name, then selecting the appropriate segments. You can create your own segments too.

To double-check everything you've set up so far, we summarise it for you in a campaign snapshot. To change something just click the Edit buttons to the right of each section.

It's a good idea while you're here to check the plain text version of your email, because what looks great as HTML might need adjusting for text only.

3. When you're done, click Send a test. Alternatively to skip the test, you can click Schedule delivery.

Test your campaign

A crucial part of any email campaign is testing. We offer a variety of tests so you can send the campaign to yourself or colleagues for proofreading, and make sure everything looks as expected.

Click Next or return to snapshot to continue.

Send now or schedule for later

You can choose to either send the campaign now, optimize the send time, or schedule it to send later.

If you're sending to five people or less, click Send campaign now or Schedule this campaign to start the sending process.

Duplicate campaigns

Duplicating campaigns is handy if you need to send the same campaign to different patient segments, or if you only want to make small tweaks for your new campaign.

You can also create new campaigns from recent emails.

To make a copy of an email campaign:

  1. Click Campaigns to see your recent drafts and sent campaigns.
  2. Hover your cursor over the campaign you want to duplicate, then click the + icon that appears on the right.

The duplicate will be added to your list of saved drafts with (copy) added to the end of the campaign name. If you make more duplicates they will be called copy 2, copy 3, and so on.

After you have created a duplicate, click on the campaign name to open the campaign snapshot. If you need, click the Edit buttons or links to the right of each section to change the campaign and sender details, the campaign content, or recipients for the new version of the campaign.

To make changes to the plain text version of your campaign content, click the Edit link in the "Content" section, as highlighted in the image above.

Delete campaigns

To delete a campaign:

  1. Click Campaigns to see your recent drafts and sent campaigns.
  2. Hover your cursor over the campaign you want to delete, then click the trash can icon that appears on the right.

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