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✅ Checklist - Turning on an automated recurring trigger
✅ Checklist - Turning on an automated recurring trigger

A handy list of things to check before you turn on your trigger

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

💡 Transactional Email are a powerful tool that allow you send personalised email to patients when certain conditions are met in Cliniko. We recommend running through this checklist prior to turning on a Peptalkr transactional email or SMS to ensure you've covered your bases for a successful launch!

Top things to check:

  1. You are not doubling up by sending from both Cliniko (or another system) and Peptalkr.

  2. You have complied with local Privacy Laws.

  3. You have configured your trigger targeting correctly.

  4. Your email content and links are correct and working.

Emails Cliniko sends

Follow the instructions to turn any off that are doing the same thing as one of your Peptalkr triggers.

Type

How it works

What to do

Appointment reminders

Cliniko sends appointment reminders to the appointment types you specify

Remove any appointment types from Cliniko reminders (Cliniko's guide) that are being replaced with a Peptalkr reminder

Appointment confirmations

Cliniko sends appointment confirmations to the appointment types you specify

Remove any appointment types from Cliniko confirmations (Cliniko's guide) that are being replaced with a Peptalkr confirmation/welcome email

Appointment cancellations

Cliniko sends appointment cancellations to the appointment types you specify

Remove any appointment types from Cliniko confirmations (Cliniko's guide) that are being replaced with a Peptalkr cancellation email


Your Checklist before hitting 'Send'

Carefully follow the checklist to ensure you are sending your transactional email correctly. Remember - the transactional trigger builder is powerful, so it's worth taking an extra moment to check you configured it correctly.

One: Did you add an unsubscribe link?

If you selected YES to the marketing question, you MUST add an unsubscribe link the bottom of your Transactional email template to comply with local Privacy Laws.

Unsubscribe links are added to Campaigns and Marketing Journey's automatically, but Transactional emails require you to add one manually as they can be marketing or non-marketing.

Three: Did you filter down your patients?

This step is optional, but usually necessary. For example, if you want to ensure the patients booked a specific appointment type, or category or saw a particular practitioner or had their appointment at a specific business - receives the email, then use these filters.

For example, if you select:

  1. Appointment Category: Physiotherapy

  2. Appointment Type(s): Initial Consult, Initial Senior Consult

Then the email will only send to patients who attended a Physiotherapy appointment with that was either an Initial Consult or Initial Senior Consult.

🗣️ If you make multiple selections within one filter category (e.g. you have selected 3 appointment categories) - those selections will be treated as 'OR' rules, not 'AND' rules.

For example, if you selected 'Physiotherapy' and 'Chiropractic' in your Category filter, then the email will send to patients who attended a Physiotherapy OR Chiropractic appointment between the specific dates.

Four: Did you tick the recall box?

If the intention of your email is to target people without an upcoming appointment, you MUST tick the recall box. This setting only applies to the following triggers:

  1. After the appointment

  2. Appointment marked DNA

  3. Appointment cancelled

Use the dropdown to further specify how the recall will work. The dropdown rule will apply to the specifics of the appointment for that particular patient receiving the email.

For example, if you had applied a 'Physiotherapy' and 'Chiropractic' category filter, and you selected 'Of the same Category' from the dropdown:

  1. A patient who attended a Physiotherapy appointment would receive this email if they have no attended another Physiotherapy appointment.

  2. A patient who attended a Chiropractic appointment would receive this email if they have no attended another Physiotherapy appointment.

Five: Did you send yourself a test of the email or SMS?

One the SMS or Trigger overview page, you'll see a small 'test' icon:

We recommend clicking this and ensuring you see a green success message. Then go ahead and open the email/SMS and check that the content, links and variables are correct.

For full instructions on testing head to this article.

🚀 Well done - go forth and send your one off blast! Remember, you can access the delivery log to see who received a copy of the email.


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