Insert a token in a message

Last updated Friday, July 14, 2017 in Email Experience Manager for Marketer
Keywords: Messages

The Email Experience Manager (EXM) supports tokens that you can use to personalize your email campaign messages. For example, in the beginning of a message, you can use the token $name$ in the greeting so that when you send your email campaign, the token is replaced with the name in the contact.

exm_Token_Previewed

Note

If the value in the contact is not available, the recipient will see the actual token.

The following tokens are by default available in EXM:

  • $email$
  • $fullname$
  • $name$
  • $phone$

Note

If you would like to use other information from the contact as a token in EXM, your Sitecore developer can add them for you.

This topic outlines how to:

Insert a token in the Subject field or the Alternative text field

To insert a token:

  1. Open the relevant email campaign and click the Message tab.
  2. In the Subject field or in the Alternative text field, place the cursor where you want to insert the token.
  3. Click Actions icon_Accordion_ActionsButton and then click Insert token.

    exm_MessageTab_ActionsDropDown_InsertToken

  4. In the Insert Token dialog, click the relevant token and click OK.

    exm_MessageTab_SubjectField_Token

    Tip

    If you know the name of the token you can type the token directly in the field, for example, $lastname$.

  5. Save your changes.

Insert a token in the message body

You can insert a token in any text field in the message body.

To insert a token:

  1. On the Message tab, click the message body to open the message in editing mode.
  2. Click the field where you want to insert a token.
  3. If it is a rich text field, you can also insert a token in the Rich Text Editor. Click the relevant field, and in the floating menu that appears, click Edit the text icon_exm_EditText.

    exm_EditMessageBody_FloatingToolbar_EditTextIcon

    Tip

    If you know the name of the token you can type the token directly in the field, for example, $lastname$.

  4. In the rich text editor, place the cursor where you want to insert a token, click Insert Field and in the drop-down menu, click the token that you want to insert.

    exm_RichTextEditor_InsertFieldDropdown

  5. Click Accept.

Preview the token for different recipients

You can preview every token for a specific recipient:

  1. On the Message tab, in the Details section, click Actions icon_Accordion_ActionsButton and then click Preview for recipient.

    exm_MessageTab_ActionsDropDown_PreviewForRecipient

  2. In the Preview the email campaign dialog box, click the recipient that you want to preview the message for and click OK.

    exm_PreviewTheEmailCampaignDialog

The Message tab now displays the message with the appropriate contact values instead of the tokens.