How to Use Tokens

What are tokens

---

Tokens are the fields that you can add when editing assets (such as bots and scheduled reports).

Tokens come from the fields included in the widgets used in the assets (like bots and scheduled reports) and are dynamic fields that can change.

When you want certain fields in messages or reports to be automatically replaced with the corresponding values, you can use tokens.

For example:

• In messages sent by bots, refer to If using tokens in a bot.
• In scheduled reports, see If using tokens in Scheduled Reports.

Required permissions

---

Users with admin roles.

How to use tokens

---

If using tokens in a bot

For example, if you add the {Task Id} token while editing a message from the bot, then in every message sent by the bot, {Task Id} will be replaced with the corresponding task id.

1. Create a widget that includes the fields that you want to use as tokens. For more detailed information, refer to Widgets.
   • Make sure to drag the required fields from the Dataset column to the Field area to include the fields that you want to use as tokens.
     
     
     
     
2. Create a bot that includes at least the Trigger and Alert bot blocks. For more detailed information, refer to How to Create a Bot.
   • Make sure to add the widget you just created to Name in the Trigger bot block.
     
     
     
     
   • Make sure to add the token to the message editing bar in the Alert bot block, for example, {{Task Id}}.
     
     
     
     
     
     
3. In the bot message received, the {{Task Id}} token will dynamically display the corresponding value.
   
   
   
   

If using tokens in Scheduled Reports

For example, if you want fields like the company's name and the recipient's name in the scheduled reports to be dynamically replaced with the corresponding recipient information, you can add the {{Company Name}} token and the {{Full Name}} token.

1. Create a Contact List widget that includes the fields you want to use as tokens, such as the Company Name field and the Full Name field. Refer to How to Create a Contact List Widget.
2. Open the dashboard and click the Schedule Report button on the upper-right corner of the screen. 
   
   
   
   
3. Click the +New or +Create a new Schedule button in the Schedule Report section. For more detailed information, see Sending a Scheduled Report Using the Automated Contact List.
   
   
   
   

   • After enabling the Automated Contact List switch, select the contact list you have created in the Contact List option.

     
     
     
     

   • When customizing the subject, select the token you want to automatically display in the email's subject for each recipient, such as the {{Company Name}} token.
     
     
     
     

   • When customizing the email message, select the token you want to automatically display in the greeting for each recipient, such as the {{Full Name}} token.
     
     
     
     

4. In the emails received by the recipients, the tokens you selected will dynamically display the corresponding values. For example, the {{Company Name}} token and {{Full Name}} token will dynamically display the corresponding recipient.