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.

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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 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:

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

  2. In the Email Templates tab, click the email template you want to edit and click Edit.


  3. In either of the Body Text boxes, type in the Merge Tag you want to use (listed in Merge Tags for Email Templates.)


  4. Click Save


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