Focus: The focus of this public FAQ/Self Help guide is to provide you an overview and details about the use of “tokens” and how we use them in Cliently Flow actions.
What are Tokens?: A token is a piece of code that you can insert into a flow “action” to auto populate field information. For example, if you have filled out the Contact Fields (First Name, Last Name, Company Name, Email address) for your contact, you can insert in a token to auto-fill those fields in your flow "action".
Can custom fields be used as Tokens? Yes, they sure can. Learn more about custom fields here: https://faq.cliently.com/en/articles/3603709-using-custom-fields-to-expand-your-contact-and-company-information
Which Flow actions can use tokens?: The following actions can use tokens:
- Email Action
- Gift Action
- Handwritten Notes
- Video Message Action
- Postcard Action
- Task Action – Using Linkedin Tasks – Message
Example of Tokens and their values:
Manually adding tokens?: If you are not using the selector in Step 1, but rather typing in the token. Please make sure it is "Exact" for upper and lower case letters as shown above or the token will not populate.
Please Note: Make sure your Cliently Account settings fields have been completed in order to use your Settings as tokens. Verify your Cliently "Signature" is setup in order to populate that information in your emails/video messages.
Step 1: Using tokens in a Email action. In the Email action, you can use “tokens” for the Subject Line and Body of the email.
Step 1-A: Example of Sent Email with tokens auto-filled in. Shown below is an example email sent from Cliently, with fields auto populated!
Step 2: Using Tokens in a Gift Action In the Gift Action, you can use “tokens” for the message of the Gift Card.
Step 3: Using Tokens in a Handwritten Note Action In the Handwritten Note Action, you can use “tokens” for the message of the Handwritten Note.
Step 4: Using tokens in a Video Message Action In the Video Message action you can use “tokens” for the Subject Line and Body of the email.
Step 4-A Example of Sent Video Message email with tokens auto-filled in. Shown below is an example Video Message sent from Cliently, with fields auto populated!
Step 5: Using tokens in a Postcard action. In the Postcard action you can use “tokens” on the back side of the postcard, on the left side message window “Type message here”.
Step 6: Using Tokens in Tasks – LinkedIn Task. You an use the LinkedIn Task – Message to use tokens to populate information when you want to connect with via LinkedIn.
Step 7: Custom fields to be used as tokens. If you have created custom fields for your account, you can use those as tokens in anyplace were tokens can be used. Shown below is an example of the custom field being used as a token in a global flow.
Click here to learn more about custom fields: https://faq.cliently.com/en/articles/3603709-using-custom-fields-to-expand-your-contact-and-company-information
My tokens are not populating correctly?: Are you using bold or italics, if so, you will need to “highlight” the entire token in order for it populate with data.
See example below:
Need Help? If you need any help with using “tokens”, please login to your Cliently Account and click on the red “Help/Chat” icon found on the bottom right side of your account.