Overview

Explanation to Token Types

1. Contact Tokens
   • These Tokens pull information specific to the Contact Profile and include data such as the Contacts First Name.
2. Common Custom Field Tokens
   • These Tokens pull information from the Custom Fields added within the Account for Contact Profiles.
3. Hosted Pages Tokens
   • These Tokens are linked to the Account's Hosted Pages created within the Settings menu.
4. External Integration IDs
   • These Tokens link to External Integrations established within the account.
5. Custom Option Tokens
   • This Token provides a Custom data entry.
6. Logged in User
   • These tokens will pull information for the Assigned or logged in User for the account.
7. Account
   • These Tokens pull data from the Account Info tab within the Settings menu such as Company Name and Account Owner.
8. Appointments
   • This Token pulls data from the scheduled Event/Appointment created within the Contact Profile.
9. Proposals
   • This Token links to the Contacts Proposal information.
10. Current Date-Time
    • These Tokens pull data from the Event/Appointment created within the Contact Profile.

Complete List of Available Tokens

• Contact
  • Contact ID
  • First Name
  • Last Name
  • Company Name
  • Address
  • City
  • State
  • Zip Code
  • Email
  • Home Phone (Secondary Number)
  • Cell Phone (Primary Number)
  • Job Title
  • Deal Sized
  • Deal Closed
  • Age
  • Education
  • Gender
  • Lead Source
  • High Net Worth
  • Home Owner Status
  • Household Income
  • Length of Residence
  • Market Value
  • Marital Status
  • Occupation
  • Presence of Children
  • Presence of Pets
  • Anniversary 1
  • Anniversary 2
  • Clients Date Last
  • Clients Date Next
  • Facebook
  • LinkedIn
  • Twitter
  • Payment
    • Filled with last Payment entered in Payment History
  • Whiteboard
    • Filled with all information currently on whiteboard.
• Common Custom Fields
  • List will show all Custom Field options created within the account
• External Integrations IDs
  • CT External ID will show the main ID associated with a Contact
  • Additional custom named External IDs "may" also show by name, but the token will fill with the ID
• Hosted Pages
  • Hosted Page (User Defined)
    • Replace 'PAGE_SLUG' with 'Page slug' of needed Hosted Page
      • If page slug is example-Sara
      • Select Hosted Page
      • {{hostedpage.PAGE_SLUG}} Will appear in the email in the action plan/ template
      • Change PAGE_SLUG to example-Sara
        • {{hostedpage.example-Sara}}
• Custom Option
  • User Defined
    • User Custom Field Label and Replace Space with '_' Underscore
      • If custom Field is "A Label"
      • Select User Defined under Custom Option
      • {{client.Placeholder_Token}} Will appear in the action plan/template
      • Change Placeholder_Token to "A_Label" (Remember to replace any spaces in the Field name with the underscore)
        • {{client.A_Label}}
        • The value for the custom field will be put in the email for the contact.
• Logged in User
  • User ID
  • User First Name
  • User Last Name
  • User Phone
  • User Email
• Account
  • Today
  • Account First Name
  • Account Last Name
  • Account Phone
  • Account Office Phone
  • Account Email
  • Account Address 1
  • Account Address 2
  • Account Address 3
  • Account Company Name
  • Account Web Address
  • Account Owner
  • Account Web-key
  • Reputation Link
• Appointments
  • Next Appointment Start Date
  • Next Appointment Start Time
  • Next Appointment End Date
  • Next Appointment End Time
• Proposals
  • Proposal Link
    • Emails Proposal Link
• Current Date-Time
  • Today Date (m/d/y)
  • Today Date Time (Y-m-d-H i.s.)