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.

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For example, when you send your email to a patient, YAPI can fill in their preferred name automatically:

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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.

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

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  4. Click Save

 

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