How merge tags work
Use placeholders that fill in each patient's name, appointment and clinic details when a message sends.
Table of Contents
A merge tag is a placeholder that becomes real details when the message goes out. "Hi {first name}" arrives as "Hi Sarah".
Where they work
Emails, texts, letters, reminders, campaigns and workflows.
Tips
Preview with sample details to check the sentence reads well.
A blank field leaves a gap, so keep sentences readable without it.
In texts, long values add length and can cost an extra credit.
Up next
Next, read Find the merge tag you need.