Using Tokens

In this article, you will learn what tokens are, what tokens can be used in the Content Management System and how to use them.

Contents:

What are Tokens?

A token is a placeholder or variable that represents dynamic content. It's essentially a marker within the content that gets replaced with specific data when the content is displayed to the user.

For example, if we use the token [equiem:first_name] within a News Post on the Content Management System, when this content is published and displayed to the user on the front end of the platform, they will instead see their first name, instead of the token.

Tokens are a way to customise your content for your users based on various factors such as their name, company, building or platform name.

What Tokens can I use in content?

By adding tokens to specific places in the Content Management System, you can personalise the following:

  1. A user’s first name

  2. A user’s last name

  3. A user’s email address

  4. A user’s company

  5. Your Site Name

  6. Your Site URL

  7. Your Building Name

How do I use a Token in content?

Tokens work when added to the Body section of content created in the Content Management System. You can add the following tokens:

  1. [equiem:first_name]

  2. [equiem:last_name]

  3. [equiem:email]

  4. [equiem:company]

  5. [equiem:sitename]

  6. [equiem:siteurl]

  7. [equiem:building_name]

For example, below you will see a News Post on the Content Management System with tokens pasted into the Body section.

Screenshot 2024-04-16 at 14.57.34.png

When a user views this on the front end of the platform, the tokens will be replaced by the piece of information they reference, as seen in the below user facing version of the above content.

Screenshot 2024-04-16 at 14.59.11.png

Tokens in Email Notifications

The Email Notification communication type allows you to use the following tokens:

  1. First Name

  2. Last Name

  3. Email Address

To use a token in an Email Notification:

  1. Create a new Email Notification

  2. In the Message section, click the blue button with the white T

    Screenshot 2024-05-10 at 14.11.59.png

     

  3. You will be provided with a list of tokens you can use, select your chosen token to add it to the message

  4. When your communication gets sent, the token will be replaced with the corresponding data will be displayed to the user

    Screenshot 2024-05-10 at 14.14.48.png

If you send a preview of the email notification to yourself, please note that the First Name and Last Name tokens will not be replaced in the preview. However, when you send the notification to users, the tokens will be updated correctly.


FAQs

Question

Answer

Question

Answer

Can I use tokens in communications?

Only select tokens can be used in the Email Notification communication type. Aside from this, tokens can only be used in the Body section of CMS content.

What will happen if I add a token to an area they don’t work such as the title of a piece of content?

The token will display on the front end of the platform as you have typed it, for example [equiem:first_name]



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