☝️ Please note these variables only work on Automated Journeys and Campaigns. Transactional emails have a different set of custom fields as they function differently.
You can use variables to insert data specific to your recipients into emails. Things such as your patient's first name, last appointment date, last practitioner's name and so much more.
How to insert a variable into an email
While in the email builder - click the Insert button.
To insert the first name - click on Personalization > then First Name.
To insert custom data - click on Custom Fields then Patients and select the custom field you'd like to insert.
Voila!
How to preview variables before sending
Open the campaign settings screen
Ensure you have selected a segment or list to send your email to
Click 'Preview' in the top right corner
Select a random recipient from the dropdown
Scroll down to preview how your variables will look for that person
How to insert a variable into an email sender details
Both Campaigns and Automated Journeys can also use variables for the email sender name.
This is helpful if you want to customise the sender name, email or reply email based on the business or practitioner you'd like to present as the sender.
Sender name
For example, you can use any of the following variables, but you must include a fallback:
[LastBusinessVisited, fallback="My Clinic"]- useful when sending an email to patients with a past appointment history.[NextAppointmentBusiness fallback="My Clinic"]- useful when sending an email to patients who have not yet attended an appointment.[PrimaryPractitioner, fallback="My Clinic"]- useful when sending an email from the practitioner a patient has most often seen.
You MUST replace "My Clinic" with whatever fallback you wish to use if we cannot dynamically insert data for some reason (i.e. we don't have that data for a particular recipient). Keep the quotation marks, just replace what's between them.
Sender email
It's not possible to use a variable for the sender or reply email - use a verified, generic email of your business.
List of variables
Every Cliniko account will have it's own unique set of variables, all of which are directly accessible from within the email builder by using Insert > Custom Fields.
But you can also refer to this list for a quick reference of the variables you have available.
We strongly recommend you do not copy-paste from the list below - use the Insert tool shown above. This list is an example only.
Example of variables for Campaigns & Automations:
[firstname][patientactualfirstname]*Uses actual first name (even if a preferred name is set)[email][DateofBirth][AttendedTypes]*A list of all appointment types a patient has attended[AttendedCategories]*A list of all appointment categories a patient has attended[PractitionersSeen]*A list of all practitioners a patient has seen[BookingLink]*The URL of your online booking page as entered on the Settings screen of your Peptalkr account.[BusinessesAttended]*A list of all businesses a patient has been to in your Cliniko account (if you have more than one)[MedicalAlerts]*A list of all medical alerts in that patient's Cliniko file[NextAppointment]*this is a date[NextAppointmentBusiness]*if you have multiple clinic locations, this will be the name of the clinic that was visited per your Cliniko settings.[LastAppointment]*this is a date[LastAppointment][LastPractitionerSeen][LastBusinessVisited]*if you have multiple clinic locations, this will be the name of the clinic that was visited per your Cliniko settings.[LastAppointmentType]*The actual name of the appointment booked per your Cliniko settings.[LastAppointmentCategory]*Such as Chiropractic or Physiotherapy - categories must be set up in Cliniko and assigned to each treatment type.[PostCode][MonthofBirth][Gender][TotalVisits][PrimaryPractitioner]*Practitioner this patient has seen the most over the last 10 visits.[
PrimaryTreatmentType] *Treatment category this patient has had the most over the last 10 visits.[NextAppointmentType][NextAppointmentCategory][NextAppointmentPractitioner][NextAppointmentLocation]
We also create a few more custom fields depending on which treatment categories you have loaded into Cliniko (e.g Chiropractic, Physiotherapy, Nutrition etc). Replace 'Chiropractic' in the below examples with the categories you have set up in Cliniko.
[Lastchiropracticpractitioner][Primarycategorypractitioner][Totalchiropracticvisits][Lastchiropracticappointment]
Creating segments inside your patient list
You can use custom fields to create segments too! If you have not created segments for each treatment category you offer, we recommend you do so for maximum potential when it comes to personalising your emails.