Tokens Overview

Transcript

tokens are shortcuts in markhedo engage that dynamically pull in data to personalize content or automate processes they can represent values like a person’s first name a webinar date or a program specific message tokens streamline asset creation reduce manual work and ensure consistency across your programs and campaigns in this video you will define tokens and understand where they are used explore different types of tokens program lead and system discover practical use cases for personalization and automation tokens can be inserted into emails landing pages forms alerts and more types of tokens include lead tokens person specific data like first name or email program tokens custom values unique to the program like a webinar date and system tokens auto-generated values like current date time let’s see examples lead tokens personalize content at the individual level common examples are lead first name lead job title lead email address they will populate the recipient’s information in marketing assets like emails or landing pages and are useful for tailoring messages and increasing engagement for example including a customer’s first name and a new product email announcement adds a personal touch that increases and helps build a stronger connection with the recipient remember to set a default value in case the specified data is missing for some audience members program tokens are defined at the program level and apply across all assets in that program examples include my webinar date my speaker name my location they are used for consistency and efficiency in campaign execution for instance you can create a program token for your product launch date and insert it into your program assets such as emails or landing pages the token will automatically populate with the value set in the my token section when you clone the program for a future launch you can simply update the token value and it will be reflected across all assets where the token is used eliminating the need for manual updates and ensuring consistency system tokens provide real time or auto-generated values examples include system date system time and system unsubscribe link these are useful for dynamic time stamping compliance or system-wide personalization there are best practices for tokens to keep in mind always test tokens before launching you can preview them and see them in asset testing for example in the email editor choose a test record to preview the email and check that it resolves correctly use consistent naming conventions for program tokens document commonly used tokens and purposes avoid using tokens for critical legal or compliance messaging unless they are tested be sure to review the product documentation for a comprehensive list of available tokens and best practices for using them effectively in your marketing initiatives tokens in marketto engage simplify personalization increase efficiency and ensure consistency across assets enabling marketers to scale campaigns faster reduce manual updates and deliver more relevant experiences to their audiences in this video you defined what tokens are and where they are used explore different types of tokens program lead and system discovered practical use cases for personalization and automation