Personalizing Automated Text Templates with Merge Tags

When creating and customizing a text template to be used with YAPI's automated systems like appointment reminders, recall reminders, and new patient welcome messages, you can add Merge Tags to pull in personalized information like a patient's name and your practice name and contact information.  Below, you'll find a description of how Merge Tags work and how to add them to a text template.

Note: YAPI does NOT support merge tags for texts sent manually to individual patients or in texts sent from the Practice Online Portal (POP). 

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How Merge Tags Work

Merge tags within YAPI are codes with a capitalized word surrounded by double brackets.  When added to a text template sent through YAPI's automated reminder and new patient welcome systems, a Merge Tag inputs the patient's or practice's information in its place when the text is sent.


For example, when YAPI sends a patient their appointment reminder, it can fill in their name and appointment information automatically:



Adding a Merge Tag

You can find a full list of the Merge Tags you can use in our Merge Tags for Text Messages article.  To add a Merge Tag to a text template:

  1. From the YAPI Dashboard, click Setup & Manage Setup_and_Manage.pngand select Manage Documents and Templates

  2. When prompted, enter your YAPI password and click Ok.

  3. In the Manage Documents and Templates window, navigate to the Mobile Templates tab.  

  4. Click the template you want to add your Merge Tag to and click Edit.


  5. In the Edit window, type in the Merge Tag you want to use (listed in Merge Tags for Text Messages.) Then click Save.


  6. If this is an appointment reminder template: Scroll through the list in the Mobile Templates tab and find the family and Spanish reminders that correspond to the text you edited.  (They'll have the same name but have @Family, @Spa, and @Esp added to the end.)


    Repeat steps 4-5 for the @Family reminder.  Do the same for the @Spa and @Esp reminders if you use Spanish reminders with your patients.


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