ℹ️ What's this article about?
We're all about saving you time - which is why you have a selection of our most functional email templates ready to go in your account!
Peptalkr comes with a number of stunning, professional email templates designed specifically for practices that use Cliniko.
These templates:
✔️ Cover the most common types of email people send with Peptalkr.
✔️ Are designed to stand out and drive engagement.
✔️ Have been designed based on our 7 years experience learning what works
✔️ Are 100% customisable
Let's walk you through how to take the shortcut to sending your first email with Peptalkr using your personalised templates.
Get started with your templates
To begin with, take a look at your templates because we're sure you'll be excited and have ideas bubbling as soon as you see them!
How templates work
✨ Templates are reusable email layouts. When you create your very first Peptalkr email, you'll select a template to base the email on. Every email you set up (whether automated, or a one-off) can have entirely unique content, but the template is what sets the structure and style.
Here's a tasty analogy:
🧑🍳 Templates are like cookie cutters. They give you a consistent shape and outline that you can use repeatedly.
🍪 Emails are like the cookies you bake. Each email you create is made using a cookie cutter (template) but can have different flavours, decorations, or toppings (i.e. content, images, text) depending on the occasion or audience.
Where to to find the templates
Go to the 🔗 Email manager and click My templates
From the My templates screen, you'll see a number of wonderfully effective email templates that you can do all sorts of things with:
Click on each email template's thumbnail to see how it looks up close:
Found a template you like and want to get started with? That's great!
Use the table below for instructions specific to each of our most popular templates.
Tutorials for each template
Template name | When to use it | Tutorial |
✅ Confirmation | When sending a Transactional email confirmation |
|
🔔 Reminder | When sending a Transactional email reminder | |
📫 Recall Letter | When sending a Transactional email recall for:
| |
💌 Follow Up Letter | When sending a Transactional email follow-up for:
*Replaces Cliniko follow-ups | |
🗞️ Newsletter | When sending a marketing Campaign email for:
*Replaces Cliniko confirmations | |
👋 Welcome | When sending a new patient a Transactional email welcome / onboarding email. | |
⭐️ NPS Feedback | When sending a Transactional email NPS rating request for:
| |
❌ Cancellation notice | When sending a Transactional email cancellation notice for:
*Replaces Cliniko cancellation emails. | |
😴 Missed | When sending a Transactional email missed appointment (DNA) notice for:
| |
☎️ Telehealth | When sending a Transactional email for a Telehealth appointment:
Replaces Cliniko confirmations/reminders. |
If you don't see the above templates in your account, please use the chat bubble to let us know you'd like the latest email templates added to your account 🌈
Editing the templates
Your templates are just a layout - so you needn't worry about editing the specific content as you'll have the opportunity to do that when you create your first email from a template.
But if you want to make changes to the template itself (for example, putting your cancellation policy text in, or adding social media links) you can do so by clicking the Edit button. Here's more detailed instructions.
Copying a template
You can make a copy of a template if you'd like to put your own spin on it, or make an alternate version for some other purpose. Simply click the 3 dots and the Copy button.
Create your own from scratch
Click the green Create a template button if you'd like to create a template of your own from scratch (or from a recent email you've worked on).
Using your templates
When you want to send an email using a template as a starting point, you'll always be doing the following 3 things:
💌 Create an email (How to create an email)
🌏 Select a template as a starting point.
🚀 Edit the content and get ready to start sending.
Adding a template to an email
Every time you 
whether it be a transactional email, a one-off campaign or a step in an automated journey, you'll be prompted to select a starting point for your email content.
Once you get to the Template selector step it'll look something like this:
On the left you'll see a tall menu:
🕥 Recent emails | Any email you've recently worked on is automatically saved as a reusable template here 😊 |
🌏 My templates | These are the clinic-themed personalised templates we've created for you, and are talking about in this article. Check these out first - we've done the work 🫡 |
🎨 Choose a design | Another 120+ templates for just about any purpose - courtesy of our email partner (great for fun newsletters and other marketing email) |
Select the template collection you'd like to browse and click the template you wish to get started with.
👉 Good to know - This will create an email from the chosen template, which you can edit without overwriting the original template.
Editing the original templates
You can edit the reusable templates from the My templates screen easily.
You'd only do this if you want the original, starting point templates to be different. Handy if you want to change a logo, colours or add some extra areas.
Edits you might like to make to the originals are:
Adding, editing or changing your logo.
Adding, changing or removing social media links.
Adding extra sections, columns or buttons.
Removing elements or sections you don't need.
Changing colours, fonts or images.
You'll always have the opportunity to change the content in an email when you use a template - and do any of the above! So remember, you needn't create a template for every email you plan on sending - the saved templates are just a reusable layout.
👉 Adding in your branding - If you took us up on our free personalised onboarding service (check the chat bubble for your checklist!) - we've done most of the work for you already. But if DIYing it, it's easy. You do, however, need to add your branding to each email template individually.
Ready to send your first email?
Pop on over to our top tutorials and take your pick from our most popular automations and email types.
🙋🏻♀️ FAQs
How do I use the drag and drop builder?
How do I use the drag and drop builder?
We've got a fantastic tutorial right here to teach you all the basics of using our intuitive drag & drop email builder.
How do I add my logo and branding?
How do I add my logo and branding?
If you completed the personalised onboarding form, we'll have already done this part for you. Make sure you complete this important step to save hours and hours of time.
Can I set my branding globally for all future templates?
Can I set my branding globally for all future templates?
in short - no. Each template has it's own branding settings for maximum flexibility. However, you can always just edit the branding in one template, then create more templates from the one you already branded 😊
Why don't I see the same templates from your tutorials?
Why don't I see the same templates from your tutorials?
From time to time we update our reusable templates. We don't want to overwrite any of your existing templates or confuse you - so we only add them to your account by request. Want a fresh copy of the latest templates? Just let us know 😊 You'll just need to edit them to add your branding yourself.
Why am I seeing [bracketed] things in my templates?
Why am I seeing [bracketed] things in my templates?
These are variables! They will be automatically replaced with information relevant to the patient who receives them. Check out this article on variables to learn more.
How do I get my brand colour codes?
How do I get my brand colour codes?
If you don't know your brand's hex codes - you can use a website such as imagecolorpicker.com to upload your logo or another image with your brand colours in it, and select them from there.
How do I start sending the templates?
How do I start sending the templates?
You'll need to go ahead and create your first email. Head over to our introduction to sending email to get started.
How do the call us and email us buttons work?
How do the call us and email us buttons work?
Buttons don't just have to link to a web address - they can link to phone numbers and email addresses, as well as Peptalkr forms. Check out this guide to using buttons.
Can I add attachments to my emails?
Can I add attachments to my emails?
Yep - however, they need to be added as links/buttons. Refer to this article for guidance.
Can I change the content in the templates?
Can I change the content in the templates?
Yes you can. But remember, the templates are just the starting point for an email you send. You needn't customise the text in them - unless you want the default text we put in your reusable templates to change. But we suggest keeping our text there so you always have it as a reference. Once you create an email you can change the text however you like.