Tokens Reference

Tokens let you personalise campaign messages with customer and company data. When a message is sent, tokens are automatically replaced with real values.

How to Use Tokens

1. Click Insert Token when editing a campaign step
2. Select the token you want to insert
3. The token is inserted at your cursor position

Tokens use the format {category.field} with curly braces.

Contact Tokens

Personalise messages with customer information:

Token	Description	Example Output
{contact.first_name}	Customer's first name	Jane
{contact.last_name}	Customer's last name	Smith
{contact.full_name}	Customer's full name	Jane Smith
{contact.email}	Customer's email address	jane@example.com
{contact.phone}	Customer's phone number	0412 345 678

Example Usage

Hi {contact.first_name},

Thank you for choosing us for your lawn care needs!

Becomes:

Hi Jane,

Thank you for choosing us for your lawn care needs!

Company Tokens

Include your business information:

Token	Description	Example Output
{company.name}	Your company name	Green Lawns Brisbane
{company.phone}	Company phone number	0412 345 678
{company.email}	Company email address	info@greenlawns.com.au
{company.address}	Company street address	123 Main St, Brisbane QLD

Example Usage

If you have any questions, please contact us:

Phone: {company.phone}
Email: {company.email}

- The {company.name} Team

Link Tokens

Add interactive links to your messages:

Token	Description	Renders As
{portal.link}	Link to customer portal	Styled button (email)
{unsubscribe_link}	Unsubscribe from marketing messages	Text link

Portal Link

The {portal.link} token creates a branded call-to-action button in emails. Place it on its own line or paragraph for best styling:

Click below to view your account:

{portal.link}

In emails, this renders as a styled green button.

Unsubscribe Link

Include {unsubscribe_link} to give customers a way to opt out:

You received this email because you're a customer of {company.name}.

{unsubscribe_link}

Best Practice

Including an unsubscribe link helps maintain trust and ensures compliance with email marketing regulations.

Token Behaviour

Missing Data

If a token's data is unavailable (e.g., no phone number on file), the token will:

• Display as empty in most cases
• Show "Customer" if first name is missing and used in greeting

Case Sensitivity

Tokens are case-sensitive. Use exactly as shown:

• Correct: {contact.first_name}
• Incorrect: {Contact.First_Name}, {CONTACT.FIRST_NAME}

Spacing

Tokens work within sentences. The surrounding punctuation and spacing are preserved:

Hello {contact.first_name}, welcome to {company.name}!

Quick Copy Reference

Copy these tokens directly into your messages:

Contact:

{contact.first_name}
{contact.last_name}
{contact.full_name}
{contact.email}
{contact.phone}

Company:

{company.name}
{company.phone}
{company.email}
{company.address}

Links:

{portal.link}
{unsubscribe_link}

Common Patterns

Personalised Greeting

Hi {contact.first_name},

Signature Block

Best regards,
The {company.name} Team

{company.phone}
{company.email}

Call to Action with Portal

Ready to book your next service?

{portal.link}

Full Footer

Questions? Contact us at {company.phone} or {company.email}.

{unsubscribe_link}