Are you interested in contacting people who aren't in your Cliniko Patient database?
There's a few scenarios where you might need additional lists:
You want a list for your Practitioners and staff so you can email them
You have a separate Newsletter list for subscribers of your website
You collect 'Leads' from advertising campaigns and want to email them
You run workshops or events and want to communicate with your attendees
👉 Remember - Peptalkr automatically syncs your Cliniko database to the 'Patient' list. You should not manually import patients from Cliniko as this will interfere with the automatic syncing we already handle for you. We suggest removing patients from any external lists you are looking to import.
To import a custom list
First you'll need to have a CSV or excel file of the subscribers you'd like to import. You should have a column containing email addresses, and additional columns if you want to import things like first name, last name and any other data you have collected.
If you haven't got any existing data to import - head to this tutorial on creating a new custom list instead.
1. Create a list
Go to the Send Email tab and click 'Lists & Subscribers' - here you'll see your synced 'Patients' list.
As you're adding a new list, click on 'Create a list' in the top right corner.
2. Name your list
Give your list a logical name, such as 'Facebook leads' then click 'Continue to import'
3. Drag and drop your CSV file then name your fields
Drop your file into the upload field, then match your columns to your chosen field names.
3. Click 'Save and continue'
Your list will be imported and may take a few minutes.
✅ Now you have another list! You're able to segment it, send campaigns or even automations. Don't forget to connect your list to a sign up form if you want people to be able to join it automatically. Otherwise, you will need to import new subscribers as you collect them.
Use a QR code with your sign up form
Want people to be able to sign up to your list using a QR code?
Create a landing page on your website or a Peptalkr signup page
Use a QR code generator to link to your page URL - a free one you can use is on Canva
Print or open your QR code on a device to share with people.