So your patient has purchased a product from you and you need to send them more information on how it works or what they need to do with it?

In this article, you will learn how to set up a trigger so that an email or SMS is sent after a patient or customer purchases a product from you. Here's how:


✉️ Sending an email ✉️

☝️ Set up a transactional (smart) email

Click here for a full explanation on Transactional (smart) emails

To set up your email, go to send email, click on 'transactional' and select 'create an email'. Fill out the sections with the correct information.

  1. Name this email - Use a name that appropriately describes this email.

    e.g 'Product Info - Neck Pillow

  2. Write a subject line - This can be the same name as above or you can make it more appealing for the patient as this is what they will see in their inbox. Here you can also add email variables. You can also add emojis as well by right-clicking in the text box and selecting 'emoji & symbols'.

    e.g Hi [patientfirstname], here's how to use your new Neck Pillow!

  3. Who is it from? - You will need to insert who this email will be coming from. To fill out this section you will need to add the name of the sender in the left box and then the name that will appear at the front of the email in the second box. You can use personalised variables in these sections. From the drop-down menu you will select which domain it will be sent from. It is ideal to send these from your own domain. If you have not set this up yet, read this 👉🏻article👈🏻. If you need to use our domain name, you will want to use a different reply-to address by clicking the link and inserting your email.

  4. Add recipients to a list - Add to a list is not required in this scenario so select 'do not add to a list'

  5. Build your email - Once you select this you will see templates and existing emails. You can use an existing template as a starting point and then edit the content to suit the email you are creating. In this email, you will want to include any information the New Patient will need. It may include your intake form and other important information. Here's some more information on how to build your email

When you have finished with the email builder it will take you back to the create smart email page and you can select 'finish'.

🚨 IGNORE the pop-up that says 'Ready to start triggering', Peptalkr does everything automatically for you. This message will disappear as soon as you trigger your first email.🚨

Now you are ready to set up the trigger for this email!!

✌️Set the trigger

To do this go to 'Triggers' and click the + button in the top right.

Here will be the 7 step process to fill out.

1 - Name this email trigger - You will call this trigger something that describes the reason this trigger is set.

💡EXAMPLE💡if the product is a muscle cream, you might call it 'Information on how to use Muscle Cream'

Select 'Automated reoccurring' to ensure this will send every time the trigger conditions are met. Click 'next'

2 - Is this a Marketing message? - No. This is not a marketing message. This email is being sent due to a patient's interaction with your business and is not intended for marketing purposes. If you believe it may be considered a marketing message and you were to select 'Yes', this email will only send to those that have opted in to receive marketing emails. Click 'next'.

3 - When should this email be sent? - Here you will select either 'After an invoice is created' OR 'After an invoice has been paid'. These options will depend on how you take payments. You can select the exact time that this will happen by using the drop-down box. Click 'next'.

4 - Who should receive it? - Here you will have the options as to what filters can be set. You have the option of selecting 'products' and there will be a drop-down box for you, then select the specific product this email is about. There will be a list of items you sell that can be selected.

💡 TIP! If you have the product in multiple sizes or colours, make sure you select all of those items so that the trigger will be sent for all if that is required. 💡

Click 'next'.

5 - How often should they receive it? - Here you can select 'Every time the conditions are met' OR you could select 'Once ever'. If you select 'Every time the conditions are met' it will send every time the patient is invoiced for the product. If you select 'Once ever', the patient will only receive this the first time they are invoiced for the product. Select 'next'.

6 - Which template should it send? - In this drop-down box you will need to select the transactional email template you set up in step 1. Select 'next'.

7 - Summary - Make sure all of the information is correct and select 'finish'.

🎉 Congratulations! Your email trigger is now set up. When you are ready you will just need to change the status of the trigger to 'ON' by finding the trigger in your list and clicking 'OFF' until it turns green and says 'ON'.


📱Sending an SMS📱

💫 Go to 'Send SMS' and click the + button in the top right.

1 - Name this SMS trigger - You will call this trigger something that describes the reason this trigger is set.

💡EXAMPLE💡if the product is a muscle cream, you might call it 'Information on how to use Muscle Cream'

Select 'Automated reoccurring' to ensure this will send every time the trigger conditions are met. Click 'next'

2 - Is this a Marketing message? - No. This is not a marketing message. This SMS is being sent due to a patient's interaction with your business and is not intended for marketing purposes. If you believe it may be considered a marketing message and you were to select 'Yes', this SMS will only send to those that have opted in to receive marketing emails. Click 'next'.

3 - When should this SMS be sent? - Here you will select either 'After an invoice is created' OR 'After an invoice has been paid'. These options will depend on how you take payments. You can select the exact time that this will happen by using the drop-down box. Click 'next'.

4 - Who should receive it? - Here you will have the options as to what filters you can set for the SMS. You have the option of selecting 'products' and there will be a drop-down box for you, then select the specific product this SMS is about. There will be a list of items you sell that can be selected.

💡 TIP! If you have the product in multiple sizes or colours, make sure you select all of those items so that the trigger will be sent for all if that is required. 💡

Click 'next'.

5 - How often should they receive it? - Here you can select 'Every time the conditions are met' OR you could select 'Once ever'. If you select 'Every time the conditions are met' it will send every time the patient is invoiced for the product. If you select 'Once ever', the patient will only receive this the first time they are invoiced for the product. Select 'next'.

6 - What should the SMS say? - Here you will need to write out what you would like the SMS to say. Here you can use personalised variations that will auto-fill depending on the patient's file information. In this SMS you will want to include a link to a website with the product information whether it is your own or specifically for the product. You could also link to a video on Vimeo for example if that is what you would prefer. It will look a little something like this:

✨Note: It is very typical that an SMS will be at least 2 messages. Your personalised variables can also affect this so be mindful of that. ✨

Once you have your SMS typed out you can select 'next'

7 - Summary - Make sure all of the information is correct and select 'finish'.

💥 YAY!!! You have set a trigger for an SMS. When you are ready you will just need to change the status of the trigger to 'ON' by finding the trigger in your list and clicking 'OFF' until it turns green and says 'ON'.

If you have any questions, don't hesitate to message us.

Did this answer your question?