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  1. YAPI Support Center
  2. Email and Text
  3. Learn More About Email & Text

Learn More About Email & Text

Introductions

  • Introduction to Smart Fill
  • Introduction to Automated New Patient Welcome Messages
  • Introduction to Texting in YAPI
  • Introduction to Emailing in YAPI
  • Introduction to Interest Lists

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
  • Adding Your Online Scheduling Link to an Email Template
  • Texting All Patients with the Same Appointment Date
  • Sending Individual Texts from the Dashboard

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)
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