TOKENs! how to personalize Emails and ProgressBar

 

What are tokens and why do I need them?

Tokens allow you to add personal touches to actions and emails within Campaignion. They might be as simple as adding the supporter's name to the salutation line in a thank you email, e.g.

"Hi John, thanks for signing the petition".

But they can also allow you to do more complex stuff like customise the email to MPs with both details about the MP and the supporter, e.g.

"Dear Mr Corbyn MP,
As my Labour MP, I know you must care about X. This issue matters to me because I ride my bike to work every day..."

The tokens themselves are little simple pieces of code that act as place-holders for this supporter/target information. Tokens are transformed into the related piece of information before the user sees them, so your supporters will never see them in their ugly code form.

How do they work?

Tokens take a piece of information from the Campaignion system and allow you to display it in a supporter email, counter bar or an email to target. In order for you to be able to add a piece of information using a token, it has to already be stored either in Campaignion itself (for target data) or in the user's session.

This means that when you want to use supporter data, you must have first stored that data in the session. Simply put this means that the user has to enter this information and click on a submit button. So you can't use tokens until the second page of your action and onward. They won't work on landing pages. 

Finding the right token

The format of the token you need depends on where you're using it. So token formats that work in emails won't work on landing pages for example. We know, it's a little confusing. So we've put together this guide on what tokens you can and should use where.

As always, if you have any questions, feel free to get in touch!

Counter / Progress Bar Tokens

!current  ---> shows the current number of supporters

!current-animated ---> shows the current number of supporters but has animated counting from 0 upwards

!target ---> shows the number of supporters you want to reach

!needed ---> shows how many more supporters are needed to reach said target

 

Double Opt-in and Thank-You E-Mail Share Tokens

With the last Campaingion update the tokens changed their format from %value[form_key] to [submission:values:form_key]. We updated the generic tokens like %confirm_url, which is now [submission:confirm_url]. But if you used custom ones, please check them!

[submission:confirm_url]--> will show the correct link to confirm your submission in the double-opt-in e-mail

 

[submission:values:first_name] --> will show first name

[submission:values:last_name] --> will show last name

 

In general, if you insert [submission:values:...] and put in the field key of a webform field instead of the "..." it will pull out whatever information was inserted there.

 

special case: When the value you want is in a fieldset use the form [submission:values:fieldset:form_key].

for example, in a donation page webform, the fieldset “amount” has a field with the key “donation_amount”. You could use it as follows:

“Thank you, [submission:values:first_name], for your generous gift of £[submission:values:amount:donation_amount]!”

 

Share E-Mail Tokens

When you scroll down, you'll see a token overview option named "Replacement patterns". However, the most important tokens will probably be

[share:url] --->  Link to this action

[share:sender] ---> your name

[share:recipient] ---> name of person you're sharing with

There are no tokens for the Thank you Page

 

E-Mail to Target Tokens

Our newest action type e-mail to target has it's own new set of tokens.

When on the "Message" step in the wizard, you will find a selection of tokens when you scroll down to the bottom of the message editing field. When you click on a token it will automatically be added to wherever your cursor is in the text areas.

 

Tokens for information on the target

[email-to-target:first_name]  ---> adds first name of your target

[email-to-target:last_name]  ---> adds first name of your target

      [email-to-target:political_affiliation] ---> adds target affiliation (if provided)

[email-to-target:salutation] ---> adds the salutation for your target

[email-to-target:title] ---> adds any titles for your target

 

Tokens for information on the supporter

Apart from the standard tokens, you can also add any information you have asked for in the form by simply adding the form key of that field, the logic being the same as for the thank you emails.

Warning: If you do not ask for this information in the webform, the token will have no value and the email will simply show white space.

For example:

[webform-tokens:val-first_name]  ---> adds first name of your supporter

[webform-tokens:val-last_name]  ---> adds last name of your supporter

[webform-tokens:val-street_address]  ---> adds information from the form field for street address

[webform-tokens:val-postcode]  ---> adds information from the form field  for the postcode

[webform-tokens:val-city]  ---> adds information from the form field "City"

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