All Collections
Send email
Learn to send appointment email, marketing email and more
Email templates
Learn how to work with pre-built templates or design your own.
🎨 Personalised templates - using your pre-built clinic templates
🌏 Creating your own reusable templates
🏁 Using a template as a starting point
🧱Using the drag & drop email builder
🔗 Attaching PDFs or other files to emails
🔘 All about using buttons in emails
Email type: 📅 Transactional
Used to contact your Cliniko patients in relation to appointment or invoice activity.
📆 An introduction to Transactional (appointment) emailsWhat they are, how they work and when to use them
👣 Step One - Create a transactional templateDesign and build your transactional email in minutes (we provide templates!)
👣 Step Two - Trigger your transactional emailsConnect a trigger to your template to start sending
✅ Checklist - Turning on an automated recurring triggerA handy list of things to check before you turn on your trigger
✅ Checklist - Triggering a one-off blastTransactional blasts are great for non-marketing announcements/info
📙 Glossary - All transactional triggers explainedA quick reference of all triggers and what they are used for
🔎 Copy Paste - Personalisation variables for Transactional emailInsert personalised data about your patient, their practitioner, appointment details and more
Your entire Cliniko database (Non-Marketing)This database is used when sending non-marketing transactional email
Email type: 🚀 Campaigns
Used to send one-off marketing blasts to patients or other audiences.
🚀 An introduction to marketing Campaign emailsWhat they are, how they work and when to use them
👣 Steps to create and send a Campaign
🔎 Personalisation variables for Campaigns and Automated JourneysInsert personalised data about your recipient such as their name and other details
Send a test of your campaign before sending
Schedule a campaign to send in the future
Exclude segments from receiving a campaign
Email type: ▶️ Automations
Used to send automated marketing journeys to patients or other audiences.
♻️ An introduction to Automated Journeys (marketing)What they are, how they work and when to use them
👣 Steps to create and send an Automated Journey
📙 Glossary - All automated journey triggers explainedA quick reference of all triggers and what they are used for
Send a test of your automated journey before sending
Lists & Subscribers
Learn how to manage your patient marketing list or create your own custom audiences.
🔄 An introduction to your 'Patients' list - an email marketing list that syncs with Cliniko automaticallyThe Patients list contains all of your patient email addresses and can be used for marketing campaigns and automations
🥒 Segmenting your Patient listCreate groups of patients who share various attributes for marketing purposes
🚫 The email suppression listA special list where you can upload unsubscribes from other platforms or permanently exclude particular email addresses from marketing
☑️ The preference centre - allowing subscribers to select their interestsThe preference centre enables you to create Interests or key areas that subscribers can opt in and out of in one place.
Email deliverability
Learn how to avoid spam filters and hit inboxes
✅ Checklist - Avoiding spam filters
What are Peptalkr's email deliverability rates?
What are the Google & Yahoo anti-spam policies about?
Email replies