Content Tokens

Overview

Content Tokens allow you to create a variable or "token" that represents a field, such as an Attribute or Metric. This token can then be inserted into a content object, such as an Offer or email message for example. The platform will dynamically populate the token with the field's value. Content Tokens allow you to configure a default value which is displayed if the field is blank. You can also assign formatting to a Content Token, such as a date format.

Access

To access the Content Tokens screen, select Admin from the Main Navigation Menu, then select Content Tokens from the Sub-Category menu.

Features

The Content Tokens screen provides the following features related to managing your Content Tokens.

Searching and Sorting

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Search

The search feature allows you to search for a specified text string anywhere within the Content Token's display name, internal name, variable, or status fields.

Optionally, in the search field near the top of Content Tokens screen, enter the desired text string.
Optionally, from the "Status" drop-down menu, select a Status value.
Optionally, from the "Member Attribute" drop-down menu, select a Member Attribute.
Press Enter, or click the search button (magnifying glass icon).
The screen is refreshed to show only the items that meet your search criteria. Please note that if you enter multiple search criteria, the platform displays only the items that meet ALL criteria.
To remove all search criteria, click the remove button ("X" icon).

Sort

The "Sort" drop-down menu allows you to sort the Content Tokens on a variety of different fields. To sort the list of Content Tokens, select the desired sort option from this menu.

Content Tokens ID (default)
Name
Created Date
Updated Date

Navigation

Once you've found the desired Content Tokens, you can navigate to the following other screens:

Click the desired Content Token to navigate to the Content Token Details screen.

Create a New Content Token

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To create a new Content Token:

In the "Enter Display Name" field, enter a name for the new Content Token.
From the drop-down menu, select the Token type.
Click create. The "Edit Content Token" pop-up window is displayed.
The "Display Name" field is populated with the value you entered above; optionally edit this value.
The Variable field is automatically populated based on the Display Name value. This field is uneditable by default. To edit the Variable, check the check box next to the Variable field. A confirmation dialog box is displayed; click ok. Edit the Variable value.
In the "Description" field, optionally enter a description of the Content Token.
The "Token Type" drop-down menu is populated with the option you selected above; optionally select a different Token type.
If you want this Content Token to be accessible by the platform's APIs, check one or more of the available APIs.
Configure the properties specific to the Content Token's selected Token type:

StaticStatic

Enter the desired value for each language you support.

Member AttributeMember Attribute

From the "Member Attribute" drop-down menu, select the desired Attribute.

MergeMerge

In the "Merge String" field, enter the desired string value.

MetricMetric

From the "Metric" drop-down menu, select the desired Metric.
From the "Metric Value" drop-down menu, select what value to display, such as current balance, lifetime value, year-to-date, etc.

Activity AttributeActivity Attribute

From the "Activity Type" drop-down menu, select the desired Activity Type.
From the "Activity Attribute" drop-down menu, select an Activity Attribute.

Activity Line ItemsActivity Line Items

In the "Activity Line Items" field, enter one or more line items.

Resource AttributeResource Attribute

From the "Resource Type" drop-down menu, select the desired resource.
From the "Resource Attribute" drop-down menu, select the desired resource Attribute.

Response AttributeResponse Attribute

From the "Response Type" drop-down menu, select a response type.
From the "Response Attribute" drop-down menu, select a response Attribute.

Place AttributePlace Attribute

From the "Lookup by Member Attribute" drop-down menu, select a Member Attribute.
From the "Place Attribute" drop-down menu, select an Attribute.

Lookup AttributeLookup Attribute

From the "Lookup Table" drop-down menu, select a Lookup.
From the "Search Column" drop-down menu, select a Lookup Parameter.
From the "Value Column" drop-down menu, select a Lookup Value.
From the "Lookup Method" drop-down menu, select either:

Member Attribute: From the "Member Attribute" drop-down menu, select an Attribute.
Activity Attribute: From the "Activity Type" drop-down menu, select the desired Activity Type. From the "Activity Attribute" drop-down menu, select an Activity Attribute.

Custom Tracking CodeCustom Tracking Code

In the "Tracking Code" field, enter the desired Tracking Code.

Content Source CollectionContent Source Collection

From the "Content Source" drop-down menu, select a Content Source.
From the "Value Method" drop-down menu, select either:

Aggregation: From the "Aggregate Value" drop-down menu, select an option.
Topmost Item: From the "Topmost Item's Value" drop-down menu, select an option.

From the "Apply to" drop-down menu, select Text, Link, Image Source, or Content Filter.
In the "Default Value" field, optionally enter a default value.
Click save.
Click the Content Token to navigate to the Content Token Details screen to configure additional properties.

View or Edit a Content Token

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To view or edit the details of a Content Token:

Search, sort, or filter the Content Tokens screen as described above.
Click the desired Content Token name.
The Content Token Details screen is displayed and populated with all of the information about this Content Token.

Back to Admin Overview

Last Updated: April 2022