Tokens

October 29, 2020

Overview

Tokens are accessible for use in emails and texts in action plans and templates.

Tokens are predefined values that allow the system to auto fill them when the email or text are sent out.

Explanation to Token Types

There are Five kinds of Tokens that are available

  1. Client
    1. These tokens will pull information specific to the client
  2. Hosted Pages
    1. Create Token from Account’s Hosted Pages
  3. Custom Option
    1. Create Token from Contact Profile Custom Fields
  4. Logged in User
    1. These tokens will pull information from a logged in user for the account.
  5. Account
    1. Tokens filled with information from Account Info tab
  6. Appointments
    1. Tokens that fill in information about appointments scheduled
  7. Proposals
    1. Tokens that provide information about existing proposals

Complete List of Available Tokens

  • Client
    • 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
  • 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 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
    • Reputation Link
  • Appointments
    • Next Appointment Start Date
    • Next Appointment Start Time
    • Next Appointment End Date
    • Next Appointment End Time
  • Proposals
    • Proposal Link
      • Emails Short Proposal Link
    • Long Proposal Link
      • Only available in Proposal Version 2
    • Proposal Invoice Link
      • Sends Invoice only in Proposal Version 2
    • Proposal Change Order Link
      • Sends Change Order only in Proposal Version 2