Picture of Tokens Overview | Time-Saving Toolbox

Tokens Overview | Time-Saving Toolbox

Tokens let you drop dynamic placeholders—such as storefront name, current time, order details, or even your logo—into any email or content template so the correct live data is pulled in automatically each time the page or message is rendered. Instead of hard-coding these values (and having to chase them down later when something changes), you simply click the desired token from the list shown in the editor, paste it (complete with the surrounding % symbols) wherever needed, and Infigo swaps the token for the up-to-date value on the front end or in outgoing emails.

Tutorial Video Transcript

A transcript of our tutorial video, ensuring you can find exactly what you need, when you need it.

You can search this page to find the relevant time-stamp in the video. Also, this text can be used as part of the tutorial search feature.

0:01 OK, the next topic is talking about tokens. And these tokens, which you can see with an example of down here, you'll find that they're available in various different areas of your emphego platform.
0:17 So you might find them in email templates, content templates when you're creating those editable content. So things like your header, your footer, that kind of thing.
0:28 What these tokens are is the ability for you to bring in dynamic data. So rather than just including static data into your system, which then if it changes you would need to manually change, you can bring in this dynamic data which populates as and when it's needed.
0:49 Now in some ways this is more of a necessity than a time-saving thing. So for example, if you're making an email template, you might have to have the order details on there.
1:00 That's not gonna save you time, it just has to be done. But let's say the certain area is where you want, there might be settings which are controlled elsewhere in your Figo.
1:10 So I've got some examples of it here, things like what the current time is, what the storefront name is, utilizing the logo and that kind of thing.
1:19 You might have those scattered various places around your site. And if you weren't utilizing the token, it means that if you needed to change that logo, or you needed to change the storefront name, as it was written, then you would need to do it in every single place.
1:40 But if you're using the token, it means that you can update it in its one associated setting, and then it will propagate to all the different areas it's used on your site.
1:51 So let's just take a quick look at that in action. So we'll start off by showing how exactly you put these in.
2:06 I've got page a month. Okay, so on a lot of pages, if you scroll down to the bottom or an email template, it's down on the right hand side, you will find a lot of these tokens, there's a lot of them.
2:34 When these are all the things that you can include, contextually in that place. So what you might find is if you're in the email template, you have a different set of tokens available, but if you can get the homepage, for example, because some of them and won't be relevant based on where they're going
2:49 to be shown. All you have to do is click on any of those and it will copy it, and then you can put it anywhere contextually in that system.
2:59 So for example, I've been making a content template here. On all I've done is put my tokens in there, including the percentage symbols.
3:10 It needs those to actually recognize it. And wherever it sees those tokens, Whenever it actually presents that, so on the front end or as part of the email, it will replace that information.
3:23 So for example here, we can see that we've got a bunch of tokens in our setup. That includes when we're looking at things like the logo as well, so we'd need to have that actually wrapped in HTML, and you can see that I've got that in there.
3:45 And when we actually look at that on the front end, we can see that's all been automatically populated, and there's no sign of the actual token string itself.

Incomplete
Step by Step Guide

Understanding and Using Tokens in Emphego Platform

 

1. Introduction to Tokens 0:01

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  • Tokens are dynamic data elements used in the Emphego platform.

  • They can be found in various areas such as email templates and content templates.

 

2. Purpose of Tokens 0:28

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  • Tokens allow for the inclusion of dynamic data instead of static data.

  • This means that when data changes, it can be updated in one place rather than multiple locations.

 

3. Importance of Dynamic Data 0:49

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  • Using tokens is often a necessity rather than just a time-saving feature.

  • Example: Order details in email templates must be dynamic to reflect current information.

 

4. Examples of Token Usage 1:10

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  • Tokens can include elements like:

    • Current time

    • Storefront name

    • Logo

  • Without tokens, changes would need to be made in every instance across the site.

 

5. Demonstrating Token Implementation 2:06

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  • Tokens can be found on various pages, typically at the bottom or in the right-hand side of email templates.

  • Different sets of tokens are available depending on the context (e.g., email vs. homepage).

 

6. How to Insert Tokens 2:34

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  • To use a token, click on it to copy it.

  • Paste the token in the desired location within the content template.

 

7. Formatting Tokens Correctly 3:10

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  • Ensure tokens are wrapped in percentage symbols (e.g., %token_name%).

  • This formatting is necessary for the system to recognize and replace the token with actual data.

 

8. Viewing Tokens in Action 3:45

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  • When the content is rendered on the front end, the token strings will be replaced with the corresponding dynamic data.

  • The final output will not show the token strings, only the populated data.

Link to Loom

https://loom.com/share/bbbd1b4e511c4e6b806515939d88104b

Alternate Search Terms

merge tags, placeholder variables, personalization tokens, dynamic placeholders, template variables, auto-updating fields, data shortcodes, wildcard tags, mail-merge fields, content macros