Adding Custom Values, Fields, and Variables to Email Templates and SMS Snippets in PXME

Overview

Personalizing your emails and SMS messages in PXME helps create more engaging communication with patients and leads. Instead of sending generic messages, you can automatically insert details such as the patient’s first name, appointment date, or custom practice values. This is done using custom values, custom fields, and other dynamic variables within templates and snippets.

This article covers:

• The difference between custom values and custom fields

• How to insert variables into emails and SMS snippets

• Examples of commonly used variables

Custom Values vs. Custom Fields

• Custom Values

  • These are reusable placeholders you can define at the account level (e.g., practice phone number, practice address, doctor’s name).

  • Best for information that rarely changes but needs to be used across multiple templates.

  • Example: {{custom_values.company_phone}}

• Custom Fields

  • These are patient- or contact-specific fields that vary from person to person.

  • Common fields include name, email, birthday, appointment date, or any custom field you create.

  • Example: {{contact.first_name}}

Inserting Variables into Email Templates

1. Go to Marketing → Emails inside PXME.

2. Select an email template (or create a new one).

3. In the email editor, place your cursor where you want personalization.

4. Click the { } button (variables menu) to insert a field.

5. Choose either a Contact Field (like first name) or a Custom Value.

6. The placeholder will look like this:

   • Contact field: {{contact.first_name}}

   • Custom value: {{custom_values.company_name}}

Example

Hi {{contact.first_name}},

We’re excited to see you for your appointment on {{appointment.start_time}} at {{custom_values.practice_address}}.

Inserting Variables into SMS Snippets

1. Go to Marketing → SMS → Snippets.

2. Open or create a snippet.

3. Type your message and insert variables the same way using {{ }}.

4. Example:

   Hi {{contact.first_name}}, this is a reminder of your appointment on {{appointment.start_time}} at {{custom_values.practice_name}}. 
   Reply YES to confirm.
   

Commonly Used Variables

• Contact Fields

  • {{contact.first_name}}

  • {{contact.last_name}}

  • {{contact.email}}

  • {{contact.phone}}

• Appointment Fields

  • {{appointment.start_time}}

  • {{appointment.location}}

• Custom Values

  • {{custom_values.company_name}}

  • {{custom_values.company_address}}

  • {{custom_values.company_phone}}

Best Practices

• Always preview your email or SMS to make sure the placeholders populate correctly.

• Set up default values (fallbacks) for important variables to avoid blank fields. Example: {{contact.first_name | default: "there"}}.

• Keep custom values updated at the account level to ensure accuracy across all communications.