We're all about saving you time - which is why you have up to 15 of our most popular types of health-business email templates ready to go in your account!
Getting started sending email with Peptalkr is easy:
π Create an email
π Select a template
π Trigger your email or send it to your chosen audience
Let's walk you through how to take the shortcut to sending your first email with Peptalkr
What are Global templates?
Global templates are reusable layouts for the types of email you send.
π¬ Remember - Peptalkr can send three distinct types of email. Learn more here
How do they work?
π§βπ³ Templates are like cookie cutters. They give you a consistent shape and outline that you can use repeatedly.
πͺ Emails are like the cookies you bake. Each one is made using the cutter (template) but can have different flavours, decorations, or toppings depending on the occasion or audience.
How do I use them?
Every time you (whether it be a transactional email, a one-off campaign or a step in an automated journey) you'll need to select a starting point.
Once you get to the Template selector step it'll look something like this:
On the left you'll see a tall menu:
π₯ Recent emails | Any email you've recently worked on is automatically saved as a reusable template here π |
π My templates | These are the AMAZING templates we've created for you! Check these out first - we've done the work π«‘ |
π¨ Choose a design | Another 120+ templates for just about any purpose - courtesy of our email partner (great for fun newsletters and other marketing email) |
Can I edit the global templates?
Yes! In fact, we recommend you start by doing this.
Remember, you needn't create every email you plan on sending as a global template - you just need to make the essential edits so that whenever you use the templates the groundwork is already done (e.g. button links, social media links, email footer text, your logo etc.)
If you took us up on our free email customisation service (offered to anyone who books an onboarding call as part of their account setup) - we've done 99% for you
π©π»βπ» How to view and edit your global templates
π Click the next button in the below demo to be walked through all the steps
You needn't customise the text yet - 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.
Happy editing! π
FAQs
How do I use the email builder?
How do I use the email builder?
We've got a fantastic tutorial right here to teach you all the basics of using our intuitive drag & drop email builder.
β
How do I add my logo and branding?
How do I add my logo and branding?
If you booked an onboarding call, we'll have already done this part for you. But if you didn't, then you can edit each template to drop in your logo and edit the default colours and fonts. The guided tutorial above shows you what to do.
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 brand one template, then create more templates from the one you already branded π
I don't have the new templates
I don't have the new templates
From time to time we update our global 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 π You'll just need to edit them to add your branding.
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.
Up next: Send your first Peptalkr email! Click here to go to the tutorial.
π Tutorials to start sending every template
Template | What it's for | Tutorial |
Standard Confirmation
Type: | A beautifully branded confirmation with all the details a patient needs laid out in an easy-to-read way.
*Replaces confirmations | |
New Client Confirmation
Type: | A variation on the Standard Confirmation that contains a bold section for patient intake that drives action.
* Replaces confirmations
| |
Cancel Confirmation
Type: | A revenue-saving design that prompts the patient to reschedule.
*Replaces cancellation confirmations | *Tutorial coming soon |
Cancel Recall
Type: | A follow up email to the confirmation of cancellation that reminds them to reschedule if they haven't already. | |
DNA Recall
Type: | A hard-to-miss branded Did-Not-Arrive email that prompts the patient to get in touch.
| *Tutorial coming soon |
New Client Feedback
Type: | A friendly and highly-clickable feedback request specifically for new patients.
| *Tutorial coming soon |
Standard Feedback
Type: | A dynamic and attention-grabbing feedback email for use at any time.
| *Tutorial coming soon |
Standard Reminder
Type: | An eye-catching reminder for standard visits with all the details they need.
*Replaces reminders | *Tutorial coming soon |
New Client Reminder
Type: | A compelling reminder specifically for new patients that reminds them to complete the intake form.
*Replaces reminders | *Tutorial coming soon |
Follow Up Care/Advice
Type: | A friendly follow-up email that informs the patient of important aftercare advice relevant to their treatment.
| *Tutorial coming soon |
Reactivation
Type: | The perfect way to touch-base with patients who haven't visited in a while, and prompt them to rebook (Our users get awesome results with this template)
| *Tutorial coming soon |
Welcome!
Type: | A standalone 'welcome pack' type email for new patients - separate to the 'Confirmation', this email can really reinforce what steps they need to complete prior to their appointment - forms, payments, preparation. Ideal for when you worry patients miss the instructions usually loaded into the confirmation email.
| *Tutorial coming soon |
Price Changes
Type: π Campaign | An epic template for grabbing attention when you need to announce changes to fees/pricing. | *Tutorial coming soon |
Newsletter
Type: π Campaign | A modern letter-style template with Newsletter-style blocks for specials, news and blog content. | *Tutorial coming soon |
Birthday
Type: β»οΈ Automated Journey | A happy and fun email to wish patients a happy birthday (and offer a little gift if desired) | *Tutorial coming soon |
Loyalty
Type: β»οΈ Automated Journey | The ultimate patient-appreciation template to thank your loyal patients and keep them coming back (with optional gift if desired) | *Video coming soon |