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Yapi Classic Help Center
Email and Text
Learn More About Email & Text
Learn More About Email & Text
Introductions
Introduction to Smart Fill
Why Do Some Yapi Texts Send from a 5-Digit Number?
Introduction to Automated New Patient Welcome Messages
Introduction to Texting in YAPI
Introduction to Emailing in YAPI
Setup
Replacing Preferred Names with First Names in Email Templates
Replacing Preferred Names with First Names in Text Templates
Importing Frequently Used PDFs for Attaching to Emails
Setting Up Emails to Automatically Send at Checkout
Adding, Editing, and Deleting Canned Text Messages
How-To
Creating an Email Template in the Dashboard
Sending an Email Blast
Disabling Your New Patient Welcome Email & Text
Setting Up an Automated Review Request Email
Adding Your Online Scheduling Link to an Email Template
Troubleshooting
Troubleshooting Errors When Creating Interest Lists
Troubleshooting: Text Messages Aren't Sending
Tutorial Videos
Creating an Email Template in the Dashboard (Video)
Creating & Sending a Custom Email Template in POP (Video)
Editing an Email Template in the Dashboard (Video)
Customizing a Master Email Template in POP (Video)
Personalizing Email Templates with Merge Tags (Video)