From 1b9fd69b7d8ebc0d31b81c75f558c01ebc275166 Mon Sep 17 00:00:00 2001
From: Eileen McNaughton {ts}Use tokens when you are sending mail to a number of recipients, and want to include their name and / or other values from their contact record automatically within your message.{/ts} {ts 1='{contact.first_name}'}EXAMPLE: If you want your message to begin with "Dear " followed by the recipient's first name, you can use the %1 token in your message. Dear %1{/ts} {ts}Place your cursor within the Message box where you want to the token to be inserted. Then click the "Insert Tokens" link in the upper right corner of the message box to see a list of available tokens. Insert the token by clicking the desired token name in the list (for example, click "First Name").{/ts}
- {ts}You will also use tokens to insert Unsubscribe, Opt out and Forwarding links in your message.{/ts}
- {ts}Custom tokens (based on custom data) can be added for organizations as well. These tokens will not be displayed in the list of available tokens, but can be added manually. The format is {literal}{contact.custom_12}{/literal} â where 12 is the ID of the custom data field. To find the custom data field ID,
go Administer > Customize Data & Screens > Custom Fields and click âeditâ on the field you want to use. Look at the URL. The last part of the URL will
be an equal sign and a number (=12). The number (12 in this example) is the id of that custom field.{/ts} {ts}Use tokens when you are sending mail or generating PDF letters for a number of recipients, and want to include their name and / or other values from their contact record automatically within your message.{/ts} {ts 1='{contact.first_name}'}EXAMPLE: If you want your message to begin with "Dear " followed by the recipient's first name, you can use the %1 token in your message. Dear %1{/ts} {ts}Place your cursor within the Message box where you want to the token to be inserted. Then click the "Insert Tokens" link in the upper right corner of the message box to see a list of available tokens. Insert the token by clicking the desired token name in the list (for example, click "First Name").{/ts}
- {ts}You will also use tokens to insert Unsubscribe, Opt out and Forwarding links in your message.{/ts}
- {ts}Use these steps to insert clickable action links:{/ts}
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{ts}Custom tokens (based on custom data) can be added for organizations as well. These tokens will not be displayed in the list of available tokens, but can be added manually. The format is {literal}{contact.custom_12}{/literal} â where 12 is the ID of the custom data field. To find the custom data field ID, go Administer > Customize Data & Screens > Custom Fields and click âeditâ on the field you want to use. Look at the URL. The last part of the URL will be an equal sign and a number (=12). The number (12 in this example) is the id of that custom field.{/ts}
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