Personalizing Email Templates with Merge Tags
When creating a customized email template in YAPI, you can add Merge Tags to pull personalized information into the template 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 YAPI email template.
Table of Contents |
Prefer to watch a video? Click |
to view full screen.
How Merge Tags Work
Merge tags within YAPI are codes with a capitalized word surrounded by double brackets. When added to an email template, a Merge Tag inputs the patient's or practice's information in its place when the email is sent to a patient.
For example, when you send your email to a patient, YAPI can fill in their preferred name automatically:
Adding a Merge Tag
You can find a full list of the Merge Tags you can use in our Merge Tags for Email Templates article. To add a Merge Tag to an email template:
-
From the YAPI Dashboard, click Setup & Manage
and select Manage Documents and Templates. -
In the Email Templates tab, click the email template you want to edit and click Edit.
-
In either of the Body Text boxes, type in the Merge Tag you want to use (listed in Merge Tags for Email Templates.)
- Click Save.
Related Articles
- Merge Tags for Email Templates
- Personalizing Automated Text Templates with Merge Tags
- Merge Tags for Text Messages
