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Using personalisation in Transactional emails
Using personalisation in Transactional emails
Updated over a week ago

☝️ Please note these variables only work on Transactional emails. Your Automated Journeys and Campaigns have a different set of variables as they function differently to transactional email. Refer to our article about the two databases we have for your account if you'd like a deeper understanding of 'why'.

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Personalise your emails withs data specific to the receiving client

Your variables for transactional emails differ slightly to those used in Automations and Campaigns. This is because Transactional emails are typically triggered by a specific appointment, so the variables will be pulling in information from the actual appointment or triggering event that caused the email to send - rather than 'general' information about the recipient.

Use these links to the skip to the variable you're looking for:


πŸ‘£ Patient details

[patientfirstname]

this is used to display your patient's first name (if you have a preferred name set in Cliniko, it will display the patient's preferred name)
e.g: Joe

[patientactualfirstname]

if you have a preferred name set in Cliniko, this will not display the preferred name, but instead the actual first name.
e.g: Joseph

[patientemail]

this is used to display your patient's email address
e.g: [email protected]

[patientaddress]

this is used to display the patient address - note we only display 'line 1' of the address (street number and name) for security and privacy reasons.

e.g 123 Sydney Street


πŸ“† Appointment details

[appointmenttype]

this is used to display your patient's appointment type
​e.g: Initial Consultation

[appointmentcategory]

this is used to display your patient's appointment category
​e.g: Chiropractic

[appointmentstart]

this is used to display your patient's Appointment start date and time (time is displayed in your businesses timezone).
​e.g Friday, 24 May 10:45am

[appointmentstarttimezone]

this is used to display your patient's Appointment start date and time including the businesses timezone.
​e.g Friday, 24 May 10:45am (AEST)

[appointmentstartdate]

this is used to display your patient's Appointment start date only, without the time.
​e.g Friday, 24 May

[appointmentstarttime]

this is used to display your patient's Appointment start time only, without the date.
​e.g 10:34am

[appId]

this is used to display the appointment ID
​e.g 12345678


🩺 Practitioner details

[practitioner]

this is used to display your patient's Practitioner's full name
e.g Justine Davies

πŸ’‘ You can insert the treating practitioner's full name (or first name) into the 'from' name field to customise the email sender name to the practitioner.

Note: You must set a 'fallback' just incase we can't find the practitioner's name variable, which only really happens if a Practitioner is removed from Cliniko.


​e.g, if wanting just the practitioner's full name:

[practitioner, fallback=Your Business Name]

*Replace with your business name

e.g, if wanting the practitioner's full name and your business name

[practitioner, fallback=Reception] @ Your Business Name

*Replace with your business name

[practitionerfirstname]

this is used to display your patient's Practitioner's first name
e.g Justine

πŸ’‘ You can insert the treating practitioner's name into the 'from' email field to customise the email address to the practitioner. This is suitable for clinics whose practitioner email format is their [email protected]

Note: You must set a 'fallback' just incase we can't find the practitioner's name variable, which only really happens if a Practitioner is removed from Cliniko.

e.g:

[practitionerfirstname, fallback=reception]

[practitioneremail]

this is used to display your patient's Practitioner's email address as it is set up in Cliniko
e.g [email protected]

πŸ’‘ You can insert the treating practitioner's email into the 'Reply-to' email field ensure replies are sent to the treating practitioner directly.

Note: You must set a 'fallback' just incase we can't find the practitioner's name variable, which only really happens if a Practitioner is removed from Cliniko.

e.g:

[practitioneremail, [email protected]]


πŸ“ Business details

[business]

this is used to display your Business name
​e.g Peptalkr Clinic

[businessdisplayname]

this is used to display your Business display name
​e.g Peptalkr Clinic Wooloomooloo

πŸ‘‰ In your Cliniko 'business settings' you can set both a Business name and a Business display name. This variable allows you select which to reflect in your emails.

[businesscity]

this is used to display your Business's city/suburb
​e.g Wooloomooloo

[businessaddress]

this is used to display your Business address as has been set in Cliniko business settings
​e.g 123 Fake Street, Fakeville, NSW 2000

[businessreplyemail]

this is used to display your Business email address as has been set in Cliniko business settings
​e.g [email protected]

[businesscontactinfo]

this is used to display your Business contact information as has been set in Cliniko business settings
​e.g
Phone - 02 000 000
Fax - 02 111 111

[receptionemail]

this is used to display the reception email you have set on the Settings page


πŸ”—Links & forms

[bookinglink]

this is used to display the link to your online bookings if you have set one on the Settings page.

[primarynpform]

this is used to display the link to your primary new patient form that was created by Peptalkr. If you have your own NP form link, do not use this variable and just paste your link in directly.

If you have multiple intake forms or use an external form system - do not use this variable. Just paste the relevant form URL into your email template (using a hyperlink or button block). You can find your Peptalkr form URLs on the forms tab of your account.

[feedbackform]

this is used to display the link to your primary feedback form that was created by Peptalkr. If you have your own NP form link, do not use this variable and just paste your link in directly.

If you have multiple feedback forms or use an external form system - do not use this variable. Just paste the relevant form URL into your email template (using a hyperlink or button block) You can find your Peptalkr form URLs on the forms tab of your account.

 [cancellationlink]

This is used to cancel the appointment that triggered this message. It will only work when you use the following trigger types:

  1. Before the appointment

  2. When an appointment is created

  3. After an appointment is marked DNA

 [telehealthlink]

This is used to provide the link to the telehealth appointment. It should only be used in triggers that relate to telehealth appointment types.

 [emailunsubscribe]

If you have selected 'This is a marketing email' during the trigger building process, then, by law you need to include an unsubscribe link.

πŸ‘‰ To make your link look pretty add some text or a button to your email then use the hyperlink button/field where you'll paste in the variable - e.g. [unsubscribelink]


The following variables have been removed from Peptalkr. Why? Read here.

[patient]

this is used to display your patient's full name.
e.g: Joe Bloggs

[patientlastname]

this is used to display your patient's last name
e.g: Bloggs
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Variables for Automations and Campaigns

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