Introduction to Smart Triggers
Abbey Garland avatar
Written by Abbey Garland
Updated over a week ago


We want to introduce you to the endless possibilities that come with triggers and how you can make the most of them!

What is a trigger?

A trigger is a way to send an email or SMS with Peptalkr. You can create really specific triggers that send depending on a patient's interactions with your business or based on information stored about that patient to ensure that everyone is getting the exact information they need. This can help keep patients engaged and updated with everything you want to share with them.

Triggers will only send to patients when all conditions are met. This means that you can fully customise who, when, why and how frequently these emails and SMS are sent.

Types of triggers you can set up include but are definitely not limited to:

  • Medical alerts. If you are familiar with other automation systems that use treatment notes as a method of tagging, this would replace that. Medical alerts are the perfect way to tag and segment patients.

πŸ‘‰πŸ»An example of sending a medical alert would be if a patient had seen a practitioner for 'tennis elbow'. This practitioner might have extra information to be sent to the patient like exercises, recommendations of products to help or information on when to next book an appointment. In the patients Cliniko file the practitioner will add 'tennis elbow' to the medical alerts and if the trigger is set up to send this email, it will then be activated to send.

  • Recalls. Setting up triggers for recalls is a great way to make sure that patients who haven't rebooked appointments are followed up to prompt them into making a new appointment.

  • Cancellations and DNA. Triggers for these are a good way to follow up with the patient if they haven't rebooked. You can set the triggers so that they follow up on certain occasions or certain appointment types. You can set it up so that they won't send if the patient has let you know they are feeling better to avoid unnecessary communication.

  • Follow up information on a purchased product. These triggers can be set to activate when an invoice is sent to the patient for that product.

There are many more options and reasons to set up triggers, these are just some common examples. You can head over to the Top emails to set up in Peptalkr after you sign up article to start exploring.

When do you use a trigger?

Triggers are used when you know what emails and SMS you want to be sent and why. Firstly, you should consider what you most commonly want to email or SMS a patient about and then work from there. Once you have the triggers set up the way you will use them, you can let Peptalkr do its thing for you.

How do you use a trigger?

Firstly, you will need to create a transactional email template so that you have something to send. You can find out πŸ‘‰πŸ»hereπŸ‘ˆπŸ»how to do that. Once you have that set up you will head over to the trigger builder to create the trigger for that email. To find step by step instructions on how to set up particular triggers, you can go to Top emails to set up in Peptalkr after you sign up and find the information you need there.

If you have any more questions on triggers and how they work, send us a message and we will get back to you soon 😊

🌻 Happy triggering! 🌻

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