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Using personalisation in Automated Journeys and Campaigns
Using personalisation in Automated Journeys and Campaigns

Customise your marketing emails - insert the recipients name, the last practitioner seen, last appointment date and much more.

Updated over a week ago

โ˜๏ธ 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:

  1. While in the email builder - click the Insert button.

  2. To insert the first name - click on Personalization > then First Name.

  3. To insert custom data - click on Custom Fields then Patients and select the custom field you'd like to insert.

Voila!


Some of the available Variables for Automated Journeys and Campaigns:

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 > Personalisation and Insert > Custom Fields

Copy both the brackets and what's inside of them. You can use these variables to create Segments as well.

  • [firstname] *Uses preferred name if set

  • [lastname]

  • [fullname]

  • [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

  • [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

  • [LastAppointment] *this is a date

  • [LastAppointment]

  • [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]

Using custom fields to create segments:

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.

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