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🌏 Using your prebuilt Global templates
🌏 Using your prebuilt Global templates

We've loaded up a bunch of pre-designed email templates PERFECT for health businesses. This is your shortcut to get sending sooner.

Monique Clark avatar
Written by Monique Clark
Updated over a week ago

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:

  1. πŸ’Œ Create an email

  2. 🌏 Select a template

  3. πŸš€ 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.

πŸ’¬ Remember - Peptalkr can send three distinct types of email. Learn more here

How do they work?

πŸ§‘β€πŸ³ Templates are like cookie cutters. They give you a consistent shape and outline that you can use repeatedly.

πŸͺ 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:

πŸ•₯ Recent emails

Any email you've recently worked on is automatically saved as a reusable template here 😊

🌏 My templates

These are the AMAZING templates we've created for you! Check these out first - we've done the work 🫑

🎨 Choose a design
​(and everything under it)

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

πŸ‘©πŸ»β€πŸ’» How to view and edit your global templates

πŸ‘‰ 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! πŸŽ‰

FAQs


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.
​


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?

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 😊


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 😊 You'll just need to edit them to add your branding.


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?

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?

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?

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?

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.

πŸŽ“ 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:

πŸš€ Campaign

An epic template for grabbing attention when you need to announce changes to fees/pricing.

*Tutorial coming soon

Newsletter

Type:

πŸš€ Campaign

A modern letter-style template with Newsletter-style blocks for specials, news and blog content.

*Tutorial coming soon

Birthday

Type:

♻️ 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:

♻️ 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

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