NOTE: To better understand how merge tags work and what they can be used for, we recommend reviewing this article. It provides a detailed overview of how merge tags help automate and personalise your client communications.
Step 1: Access Templates
Log in to your Pabau account, and in the left sidebar menu, navigate to Setup, go to Marketing & Communication, then select Communications, and finally, choose Templates.
Step 2: Create or Edit a Template
You can either create a new template or edit an existing one to add merge tags.
For example, to create a new email template, click ''Create New Template'', select ''Email'' as the template type, and enter the basic details such as the template name and subject line.
NOTE: For detailed instructions on creating templates from scratch, see our Communication Templates article where you’ll find step-by-step guidance.
Step 3: Adding Merge Tags
Inside the template editor, you can personalise your message by inserting merge tags. To do this:
- Click on the Merge Tags panel within the editor.
- From there, choose the merge tags you want to include. These can be related to clients, appointments, or other available categories depending on what information you wish to pull automatically into your message.
For example, inserting the [CLIENTFIRSTNAME] tag will automatically add the client’s first name when the message is sent.
NOTE: Make sure that the client card contains accurate and up-to-date information, as merge tags pull data directly from these fields to personalise your communications. Incorrect or missing details may result in incomplete or inaccurate messages.
Example: How Merge Tags Appear
Below is an example of how merge tags appear within the template editor:
When the message is sent, the merge tags automatically populate with the client’s details, making the message personalised. For example:
This automation saves time and ensures your communications are consistently professional and personalised for each client.
By following these steps, you can easily add merge tags to personalise your templates and improve client communications.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.