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What are tokens and how do I use them?

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Tokens can be added to existing or new templates from the Edit Template and Add Template pages. A token is a placeholder for information that will auto-populate with the appropriate details when the template is sent. For example, the token {{Outcome}} is replaced with the actual outcome or results of the selected opportunity when an email using this token is sent.

In This Article:

 

Location

  1. Select Program Settings.
  2. Select Templates.

 

  1. Select the template category.

 

  1. To add a new template to add tokens to, select the Plus + sign.

 

  1. To edit tokens in an existing template, select the template you want to edit.

 

  1. Select Edit template.

 

Adding a Token

 

Subject Line

  1. To add a token to the Subject line of a template, place your cursor where you want to add the token.

 

  1. Click on the key symbol to the right of the Subject line in either Add Template or Edit Template view.

Note: Interview Scripts and Scheduling Scripts templates do not have a subject line.

 

Body

  1. To add a token to the Body of the template, place your cursor where you want to insert the token.
  2. Click on the key symbol in the text format toolbar, in either Add Template or Edit Template view.

 

Tokens Menu

  1. This will open the Tokens menu.

 

  1. Select a token category. Click to jump to the Token Categories section.

 

  1. Hover over the "?" icon to see a description of what the token is for.

Note: use caution when selecting tokens. The menu shows the full list of tokens available; however, some tokens may not be applicable to the template category you are editing or creating.

 

  1. Select the token you want to add.

 

  1. Click Add.

 

  1. The token is inserted where the cursor is.

 

  1. Click Test, to send a test version of the email template with the tokens populated.

 

  1. When you are satisfied, click Save.

 

Token Categories

  • Programs: the contract, program, and the current user details (e.g., client name, program admin, program consultant, user's email, user's name, etc.)
  • Contact: the contact and secondary information details (e.g., company, email, name, title, and secondary: industry)
  • Opportunity: the details loaded when the opportunity was added and the key interview responses from the contact (e.g., opportunity name, outcome, product, sales rep, selected vendor, etc.)
  • Research Process: the scheduled interview and research activity details (e.g., interview date/time, interviewer's name, last research activity, and last research activity date)
  • Interview Questions: key questions and answers from the interview.
  • Analysis: key ratings, scores, and buyer details (e.g., buyer type, analysis overview, company advantage score, sales ranked first, etc.)

 

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