Hello! 🌻

Before following these set-up instructions, it's best to have a look at these 2 articles so you know you're ready to go:

☝️ Introduction to using Peptalkr feedback forms - an explanation of forms and when you use them.

✌️ The feedback form - how feedback forms work in Peptalkr and how to edit them (Spoiler! we actually do that for you 😀)

Once you have your head around feedback forms and have one ready to go, let's set the trigger! This article will explain how to set this up for email and SMS.


✉️ Sending an email ✉️

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 like 'Feedback form after the first appointment'. 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 experience 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 would select 'After the appointment'. You can now decide when the patient will receive the email. It can be just after the appointment or a few days later, that's up to you. Click 'next'.

4 - Who should receive it? - Here you will have the options as to what will trigger the email to send. You might have this feedback form customised to send for a specific practitioner, appointment type or after a certain number of appointments. All of these options are in this section so you can look through and select those that apply.

💡 TIP! You can also exclude certain triggers. You can do this by selecting what you want to exclude and then clicking the green word 'include' and it will turn red and say 'exclude'.💡

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 this patient has this type of appointment. If you select 'Once ever', the patient will only receive this the first time these conditions are met and then never again. Select 'next'.

6 - Which template should it send? - In this drop-down box you will need to select the transactional email you have already set up containing the feedback form. 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 email trigger - You will call this trigger something that describes the reason this trigger is set.

💡EXAMPLE💡 Feedback from - first-time patients

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 experience 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 'After the appointment'. You can select the exact time that this will happen by using the drop-down box. You might want to wait a few hours after the appointment, you can decide. Click 'next'.

4 - Who should receive it? - Here you will have the options as to what will trigger the SMS to send. You might have this feedback form customised to send for a specific practitioner, appointment type or after a certain number of appointments. All of these options are in this section so you can look through and select those that apply.

💡 TIP! You can also exclude certain triggers. You can do this by selecting what you want to exclude and then clicking the green word 'include' and it will turn red and say 'exclude'.💡

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 'Once ever', the patient will only receive this one time. If you wanted the patient to get this after every visit and you didn't set an appointment count in step 4, you should select 'Every time the conditions are met'. 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 the feedback form that has been emailed to you after we created the form. Here is an example of what it would look like:

✨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.

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