Unsubscribing is easy! But the process varies depending on your Configuration.
Peptalkr sends both marketing and non-marketing emails. Technically, non-marketing emails cannot be unsubscribed from - they are considered important emails that are sent regardless of a patient's opt-in status.
This article explains how to unsubscribe patients from marketing emails.
There is a workaround to opt patients out of non-marketing emails further down the bottom of this article.
Your Peptalkr Settings
Peptalkr allows you to configure how the marketing list works. You have two main settings:
The Active Patient Limit - controls who is imported based on when they last attended an appointment.
Two-way sync - controls whether Peptalkr respects or ignores the email marketing checkbox in the patient's Cliniko file.
Cliniko's email marketing field
In the Communication preferences area of a Patient file in Cliniko, you may have noticed an email checkbox under the Marketing messages subheading.
Peptalkr will only respect this if you have enabled two-way sync on the Settings page of your Peptalkr account.
🛑 Important note on Two-way sync: The majority of Peptalkr users DO NOT enable two-way sync. Why? Because they don't diligently manage this setting in Cliniko for every patient - so if you enable two-way sync you'll end up with hardly any patients in Peptalkr. You cannot bulk edit this field in Cliniko, making it too cumbersome for most people to bother using. Leave two-way sync disabled if you want Peptalkr to manage your unsubscribes automatically. Learn more here
How patients unsubscribe themselves
Whether two-way sync is enabled or not, Peptalkr allows subscribers to opt out themselves by clicking the Unsubscribe link at the bottom of the emails you send.
This link is automatically added to:
Campaigns
Automations
👉 It is not added to Transactional email automatically. You must add it yourself but only if the Trigger is set to marketing. Here's how.
To unsubscribe, patients simply click the link.
How you can manually unsubscribe a patient
Sometimes you may get a reply asking you to unsubscribe a patient. While you could tell them to click the unsubscribe link, you may want to action it for them manually.
How you do this depends on whether two-way sync is enabled or not (see above).
If two way sync is NOT enabled
Go to the Send email tab of Peptalkr
Click on 'Lists & Subscribers' in the top navigation
Click the list name you wish to unsubscribe them from (e.g. Patients)
Type their email address into the search field:
Click the 3 dots on the right hand side and press 'Move to unsubscribed'
If two way sync is enabled
Simply uncheck the email box in the patient file in Cliniko:
Unsubscribing from non-marketing emails
As we mentioned above, if your Trigger for a transactional email is set to marketing (see below), then you can add an unsubscribe link manually using a variable.
If the trigger is set to non-marketing then unsubscribe links are disabled. However you may get a case where you want to exclude a specific patient from a non-marketing email. Here's how:
Unsubscribe from Confirmations or reminders
You can easily opt a patient out of Peptalkr confirmation or reminder emails by using the Automated reminder type dropdown in their patient file under Communication Preferences:
However, you must ensure that your triggers are set up as a Confirmation or Reminder per the checkbox in the trigger settings:
Unsubscribe from other non-marketing transactional emails
Medical Alerts can be used to exclude specific patients from any Transactional email.
Create a Medical Alert with a logical name such as
unsubscribe-recallsAdd this medical alert to the patient you wish to unsubscribe
In your Peptalkr trigger settings - go to the Filters step and click Other then Medical Alert and search for your
unsubscribe-recallsmedical alert - click it.Set the filter to exclude - to do this, press include once.
Save your trigger and that's it! Now you can unsubscribe patients at need by adding the medical alert to their patient file.
In our example, we created a specific 'unsubscribe-recalls' medical alert, which will be used as an exclude filter on all of our recalls triggers - however, you can create more medical alerts for other types of unsubscribes such as:
unsubscribe-all
unsubscribe-feedback
unsubscribe-followups
How you set it up is up to you - but it's entirely flexible so you can craft it to your unique needs.