Use Tokens in Flow Steps

PREREQUISITES

A token is a variable. You use it in emails, landing pages, and smart campaigns to make your life easier. You can use My Tokens (custom tokens) in flow steps, webhooks, emails, and landing pages. You can use tokens to include variable content in these flow steps:

  • Change Data Value
  • Change Program Member Data
  • Interesting Moment
  • Salesforce Campaign Steps (add, remove, change status)
  • Create Task
  • Send Alert (in trigger campaigns only)

  1. In the flow step, start typing {{ to get token categories.

    NOTE

    Check out Tokens Overview for a list of several available tokens.

  2. Keep typing until you find the token you want and click to select.

    TIP

    Multiple tokens can be used in Interesting Moment, Create Task, and Send Alert flow steps.

    NOTE

    Program Member Custom Field Tokens can be used in: Create Task, Create Task in Microsoft, Interesting Moments, Change Data Value Flow Actions, and Webhooks.

    Cool! The data will be pulled from the token when the smart campaign runs.

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