Understanding My Tokens


 

My Tokens are custom variables that you can create and use in your programs or campaign folders. They look like this: {{_my.Name of Token_}}

Examples

  • {{my.Event Date}}
  • {{my.Webinar Speaker}}

To access and create My Tokens, select your program or campaign folder and go to the My Tokens tab. Drag and drop any token onto your Local Tokens canvas.

Image One

CAUTION

Names of My Tokens can’t be changed after they’ve been saved, so choose carefully.

NOTE

My Tokens will not resolve when sending an email from Sales Insight on either Microsoft Dynamics or Salesforce; only standard tokens will populate (Lead, Company, etc.). Default values for tokens will work, however.

NOTE

Link tokens won’t work in text-only emails.

Nesting Tokens

When you make a new token, it can be referenced by other objects in the tree. You can override global variables at lower levels in the tree. There’s a naming structure for where the token was created for easy management.

  • Local Token: The token was created directly in that program or folder.
  • Overridden Token: The token was inherited, but an exception was made in this program or folder.
  • Inherited Token: The token was created up the tree somewhere in a higher-level program or folder.

You can find these three types under the My Tokens tab in your program or campaign folder.

Image Two

Moving programs and folders affects tokens, too. Always check to make sure that references aren’t broken during the move.

NOTE

If the email sent from an engagement program is a child email of a default program (i.e., not local to your engagement program), any My Tokens used in the email are resolved from the default program in which the child email resides.

Token Usage

Select any token, then click the usage icon in the top right corner to see a list of assets that contain that token.

Image Three

Image Four

Deep Dive

Learn more about each of the My Tokens:

On this page