All Collections
Send email
Learn to send appointment email, marketing email and more
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Checklist - Avoiding spam filters
π Introduction to sending email - Campaigns, Automations & Transactional [MUST READ]The 101 on the 3 types of email you can send with Peptalkr
π Introduction to [personalisation] variablesCustomise your emails and SMS with data specific to the recipient
Syncing patients to your email marketing list (Active Patient Limit)
Creating emails & templates
Learn how to craft stunning email in Peptalkr
π My Templates: Using your prebuilt clinic templatesWe've loaded up a bunch of pre-designed email templates PERFECT for health businesses. This is your shortcut to get sending sooner.
π My Templates: Creating your own reusable templatesSave time by creating templates with your logo, colours and fonts saved into them you can reuse time and time again
π§±Using the drag & drop email builderLearn the basics of using our intuitive drag & drop email designer
π All about using buttons in emails
Transactional email
All your Cliniko appointment and invoice-related emails
π An introduction to Transactional (appointment) emailsWhat they are, how they work and when to use them
π£ Step One - Create a transactional templateDesign and build your transactional email in minutes (we provide templates!)
π£ Step Two - Trigger your transactional emailsConnect a trigger to your template to start sending
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Checklist - Turning on an automated recurring triggerA handy list of things to check before you turn on your trigger
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Checklist - Triggering a one-off blastTransactional blasts are great for non-marketing announcements/info
π Glossary - All transactional triggers explainedA quick reference of all triggers and what they are used for
π 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
Campaign emails
All your one-off marketing blasts such as newsletters
π An introduction to marketing Campaign emailsWhat they are, how they work and when to use them
π£ Steps to create and send a Campaign
π 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
Automated Journeys
Marketing automations such as birthday offers & ad campaigns
β»οΈ An introduction to Automated Journeys (marketing)What they are, how they work and when to use them
π£ Steps to create and send an Automated Journey
π 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
How to manage your patient marketing list and create your own lists
π 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
π₯ Segmenting your Patient listCreate groups of patients who share various attributes for marketing purposes
π« The email suppression listA special list where you can upload unsubscribes from other platforms or permanently exclude particular email addresses from marketing
βοΈ 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.
FAQs
Questions about sending email? It's probably covered here
π How do patients unsubscribe from email?
How do patients subscribe to email?
Why does my list have 'deleted' patients?
What are Peptalkr's email deliverability rates?
What are the Google & Yahoo anti-spam policies about?
Why are my images loading sideways in the email builder?
Open and click rates
Attaching PDFs or other files to emails