Integrating Peptalkr intake forms with Cliniko email templates offers a streamlined process for users who wish to continue using Cliniko's built in email reminders and confirmation.
Here’s a step-by-step guide on how to accomplish this:
1. Copy the Form URL from your Peptalkr account
Start by logging into your Peptalkr account.
Navigate to the 'Forms' tab and locate the specific intake form you wish to use.
Copy the form’s URL, which should look something like this:
https://peptalkr.typeform.com/to/example#a=[appid]&name=[patientfirstname]
2. Edit the Form URL for Cliniko Compatibility
Next, modify the copied URL for use in Cliniko’s templates:
Replace
[appid]with{{Patient.IdentificationNumber}}Replace
[patientfirstname]with{{Patient.FirstName}}
After editing, your URL will look something like this:
https://peptalkr.typeform.com/to/example#a={{Patient.IdentificationNumber}}&name={{Patient.FirstName}}Important: Cliniko's variables are different to Peptalkr's. While ours are in [brackets], theirs are in {curly.braces} and the terminology is slightly different. It's important to update these so we can still identify the patient filling in the form.
3. Insert the Form URL into Cliniko’s Email or SMS Template
Log into your Cliniko account and navigate to the template section where you can edit your email templates.
Here's how to add your link:
Write a call-to-action, like “Click here to fill in the form.”
Highlight this text and use the hyperlink button to link it to your edited Peptalkr form URL.
Cliniko's instructions for editing these templates are here:
4. Test the Link in Cliniko
Before finalising, it’s important to test the link:
At the bottom of the Cliniko template editing screen, click on 'View Sample.'
Test the hyperlinked text to ensure it redirects correctly to the Peptalkr form.
5. Save Your Changes in Cliniko
Once you’re satisfied with the test, hit the ‘Update’ button in Cliniko to save your changes.
Note: Cliniko sometimes shows the text/URL you've inserted as funky-looking in the editor. Don't worry - just press the 'View sample' link to ensure it's fine for your recipients.
Funky looking in editor:
Fine in the sample:
As long as the sample looks good, all is ok! If the sample looks funky, repeat the steps again. This is a Cliniko bug.