What are Tokens?
  • 12 Feb 2023
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What are Tokens?

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Article summary

Tokens represent data that are derived from fields that are used in forms

For example

if in the form we have an "Account" field in which his internal name is "First Name" its Token will be {Account.First Name}

or if we have a "Registration" field in which his internal name is "Tickets" its Token will be {Registration.Tickets

so, if we want, for example, to send a message to all registrants with their names, we need to add the token {Account.First Name}

then when we send the messages, every registrant will receive the Email or SMS with the name they filled in when they registered.

Tokens can be used in the following places:

  • Message Bodies
  • Header and Footers of forms pages
  • Receipts and Invoices details
  • Adding columns in Reports \ Views
  • Special Rules to show or hide certain pages or fields in a form or other Special rules





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