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:
A user’s first name
A user’s last name
A user’s email address
A user’s company
Your Site Name
Your Site URL
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:
[equiem:first_name]
[equiem:last_name]
[equiem:email]
[equiem:company]
[equiem:sitename]
[equiem:siteurl]
[equiem:building_name]
For example, below you will see a News Post on the Content Management System with tokens pasted into the Body section.
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.
Tokens in Email Notifications
The Email Notification communication type allows you to use the following tokens:
First Name
Last Name
Email Address
To use a token in an Email Notification:
Create a new Email Notification
In the Message section, click the blue button with the white T
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You will be provided with a list of tokens you can use, select your chosen token to add it to the message
When your communication gets sent, the token will be replaced with the corresponding data will be displayed to the user
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 |
---|---|
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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