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How to create and send a Newsletter to your marketing list
How to create and send a Newsletter to your marketing list
Updated over a week ago

In this article, we will teach you how to create and send a newsletter to your patients who have opted in to receive marketing emails. You can also target certain groups of your patients by only sending to certain lists and/or segments.
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To learn more about sending campaigns, you can check out this article: Campaign emails.
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To learn more about lists & segments, you can check out this article: Introduction to your patient lists & segments.

πŸ”₯ Hot tip - You can test out what subject lines, personalisation and wording work best by trying A/B testing when setting up your campaign!! Here is an article on how that works and how to include it in this campaign: A/B test intro and setup πŸ”₯


πŸ“° How to create your Newsletter

  1. Go to Send Email

  2. Click Campaigns

  3. Select Create a campaign

  4. Name your campaign. Choose a name that will be easily identified by you.
    ​Eg. Monthly newsletter - August
    Select 'Continue'.
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  5. Subject. Click 'add subject'.


    ​Subject line: This is what the recipient will see in their inbox. You can add emojis and personalisation (such as a first name) so that it is appealing to open. Click on the emoji and the personalise buttons to see the options you have.
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    ​Example: πŸ‘‹ Hey [firstname,fallback=there]! Here's what's going on at Health Place this month.
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    ​Preview text (Optional): Here you can add a little more information as to what the email is about. This will also be seen in some recipients' inboxes and may draw more people to open the email.
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    ​Example: We've got some great things going on in August, including a free massage and a Mother's Seminar!
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    Once complete, press 'Save'
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  6. From - Click 'Add Sender'. Here you will choose what email address the campaign is sent from.
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​Sender Name: This is what the recipient will see in their inbox. You should use your business or practice name so that it is clear that the email is coming from you. You can also use a Practitioner name of even something like 'Josie @ Peptalkr Clinic'
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​Email address: This is the sender email that the recipient sees. You can use any email you wish here. In the text box, type the part of the email that appears before the @ symbol. From the drop-down box, you will want to select your domain.
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If you cannot find your domain here - you may still need to verify your domain with us. Please read this article for more details.


​Use a different email address for replies: If you select tick this box, you will have the option of adding a different reply-to email address. You can add it in the text box here.
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Select 'Save'.
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  1. To - Here you have 2 options:
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    1. Select recipients: This option will take you to your patient list, as well as any other lists and segments you have already created. Here you can decide who will receive the campaign. You can tick 'Patients' and it will send to every patient in your Cliniko who is opted in for marketing messages. Or you can select segments within your Patient list - such as just patients who are female, or patients who attend Yoga sessions. More information about creating custom segments is here.
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    2. Import subscribers: Choose this option if you have a list of contacts that are not in your patient list or subscribers. You may have these email addresses from a signup form that is not connected with Cliniko or Peptalkr. In this case, select 'Import subscribers', and name these subscribers (it will be saved as a list, so make sure the name is clear for you to understand). Now you will have the option to paste the emails here or import a file. Save and you will be directed back to the campaign builder. THIS OPTION IS LESS LIKELY TO BE USED.
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      πŸ’‘ TIP: You can exclude certain people who are a part of a segment by hovering over the segment and clicking the 'Exclude' box on the right-hand side. You might want to do this if you don't want patients of a certain appointment type or patients of a certain practitioner to receive this email.
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      Once you have selected your recipients, you will see a breakdown of who is included and excluded and the number of recipients that this email will reach.


    ​NOTE: If there isn't a segment or list that suits your needs, you will need to create one. Here is an article that includes information about lists & segments.

  2. Design email - Click Design email, and it will give you 4 choices. The most common would be 'Use a template' so this is what we will select today.
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    πŸ“ Note: If you are sending an email that is similar to a campaign you have already sent, this might include a newsletter you sent last month, you would select 'Reuse a past email' and then edit it to suit this current campaign.
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    You will be shown all the templates available to you. If you click on 'Layouts' you will see some more simple options there that may suit your needs. If you select 'Themes' you will have the option of choosing from over 100 templates. They are all fully customisable. You can see the categories on the left of the page, and there is one specifically for newsletters that you can look through. When you like the look of a template, you click 'Select' and start editing.
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    Everything can be clicked on and replaced or edited. You will want to change any logos to your own. Change the text to include all of your relevant information. You might want to change the images to your own or browse through hundreds of free images.

    If the image isn't the right size, you can crop it to fit.
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    πŸ’‘Tip: You will want to make sure you add all of your business information to the bottom of the email so that the recipient can contact you if they need it. There will also be the unsubscribe link at the bottom of the email. This is automatically added to any marketing campaign or journey and needs to be there as an option for the recipient.

    Next, you can select 'Review & test'. This will point out any links and areas that should be double-checked by you for accuracy. Once you are happy you can select 'Review & test' again and 'Send a test email'.
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    This is what your email will look like in your inbox (it will use the fallback, as the test is not linked to a real person).
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    You can also select 'Preview' to see how the email will look on a computer as well as on a mobile device.
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    If you are happy, select 'Save & next' and you will see an overview of everything.

  3. Prepare to send - Click on Prepare to send, and you will have the option to send Immediately or Schedule for later. If you select Immediately, it will start sending right away.
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    🚨🚨🚨 IMPORTANT INFORMATION: Once the campaign starts sending, you cannot change or cancel the email 🚨🚨🚨
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    If you select Schedule for later, you will have the choice to send it at any date or time in the future. Select 'Continue'
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  4. Review and confirm - Here you can leave the email as is, change or add more emails to be notified when the campaign finishes sending. Select 'Confirm schedule'

Congratulations πŸŽ‰ you have now created your campaign!!! You can access it from your campaigns tab in your Peptalkr account. If it hasn't started sending already, you can edit any content and the sending schedule.

⏰ If you decide you no longer want to send the email, you can click on the three dots to the right of the campaign and select Cancel schedule. This will move the email to your drafts until you are ready to reschedule it. When it is in your drafts, you are able to delete it from there.

If you have any questions about your campaigns, please contact us.


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