Introduction

Tokens allow you to add elements to your email or content that are personalized based on the information you already know about constituents. Tokens can be used to insert data points such as first name, organization address, donation amount, initiative name, event name, etc. In addition, CharityEngine also leverages conditional blocks to further customize your message. 

For example, you may want to email constituents who recently donated at a recent event. In that email you would like to leverage the constituent’s first and last name as well as place the total donation value received during your event. Tokens are a great way to insert critical data elements in an email and further personal your donor’s experience with your organization. Tokens can also be leveraged within Web Forms for customization. 

Within CharityEngine, users will be able to leverage both System Tokens (most frequently used and pre-defined) as well as have the ability to create Custom Tokens (those that may be unique to your organization or not currently available through the token list). 

Prerequisites

• -If you are adding customs tokens for emails, the usage of Query will be required. The custom tokens that are available for your email content will need to be included within the Source file.

Instructions: How to add system tokens to your email campaign

Instructions: How to create Custom Tokens for Emails

Note: If you are adding customs tokens, the usage of List = Query will be required. The custom tokens that are available for your email content will need to be included within the Source file.

In this example, we will create a custom token leveraging a custom field which identifies T-Shirt Size

Instructions: How to Use Global Tokens for Web Forms

Step 1: To use a global token on a WYSIWYG navigate to the Online App > Web Forms > Search & Manage > locate the web form > ACTIONS > Manage 

Step 2: Navigate to the Content tab > Success sub tab

Step 3: Once in the content block, click on Tokens in the WYSIWYG

Step 4: A popup will appear with all of the global tokens CharityEngine provides. Use the search box to find specific tokens, click the token and the INSERT SELECTED.

Note: Select multiple tokens from this wizard prior to clicking INSERT SELECTED.

Step 5: Insert your content and system tokens to customize your content.

Step 6: Click SAVE to secure your changes.

Instructions: How to Use Customer Tokens for Web Forms

Step 1: To use a global token on a WYSIWYG navigate to the Online App > Web Forms > Search & Manage > locate the web form > ACTIONS > Manage 

Step 2: Navigate to the Layout tab > Expand a section to expose the data fields > click on the Pencil icon 

Step 3: On the Developer tab, enter the custom token into the Element Id text box and click SAVE.

Step 4: Return to your form.

Step 5: Navigate to the Content tab > Success > in the content box > manually enter the field as created in step 3

Instructions: How to Use the Conditional Block

Conditional statements can be used across CharityEngine donor facing applications to customize content and donor experience based on real time data. By adding a conditional blocks to page content or email receipts, you can create different messages that will be displayed to your donors and contacts depending upon the data and tokens available.

Read our article here for more details.

Instructions: How to Configure Organizational Global Tokens

Global Organization Tokens are available throughout CharityEngine and reflect information configured about your organization. These tokens include data points like Organization Name and Website URL, as well as a default logo, which appears in the default User Center template and the easy form wizard templates.

Step 1: Navigate to the Configuration App > General > Account Settings to update or review the data configured for Global Organization Tokens.

Step 2: The required and highly suggested fields are available at the top of the Account Settings page from the General tab.

Note: The Default Logo appears in the easy form wizard templates and autoresponders, as well as the default User Center template, while the other two logos are available to provide additional flexibility. Find the other logo fields click on Other Information (Optional) to expose additional organizational information elements.

Step 3: The Global Organization Tokens appear in all of the token modals throughout the system. The example below is the email receipt/acknowledgment modal.

FAQs & Further Materials

Q. I'm using custom tokens in my communications series and they continues to fail. What should be done?
A. The Communication Series email workflow is designed for static email sends such as drip campaigns. As a result, custom tokens cannot be used within this feature and will result in failures for creation of the initiative. If you have a recurring email series and require the usage of custom tokens, this can be achieved by scheduling a recurring initiative. To do so, navigate to the Automation & Workflow > General > Queries > locate the query for use with your custom tokens and email audience > ACTIONS > Automated Email. Complete Name of your email job (required), start date, end date if appropriate, campaign assignment (optional), Message - locate your email creative, Select Email Address (to select primary email), Notify emails optional. Click SAVE and you will be exposed with a Trigger tab to schedule your frequency requirements. 

• List Management: How to Create an Opt-In List
• Sustainers: How to Create and Manage Recurring Donors
• Creating Emails for Email Blasting
• Web Forms: Using Email Auto Responders with Forms
• Web Forms: Using the WYSIWYG Editor for Forms and Emails
• Peer-To-Peer Dashboard: Emails
• Email Blast: How to Configure a Sender Override
• Assigning Groups, Tags, and Opt- In Lists Through Importer
• Manually Entering Trusted IP Addresses
• Configuration: Setting Up Two-Factor Authentication
• Contacts: How to Create, Use and Manage Cases
• Advanced Web Forms: How to use CharityEngine Tokens to Customize Your Form templates
• Campaigns
• How to Configuring URL Redirects
• Queries: What Can I Do With Queries - Resend Initiatives to Contacts Who Have Not Opened Them
• Web Forms: How to Add an Email Opt-In List
• Advocacy
• Sending Email Campaigns from the Contact Listing Screen
• Email Campaigns: How to Build Opt In List - Using Query Builder to Segment Existing Lists
• Shipping and Handling Fee Configuration
• System Tokens Vs. Custom Tokens
• Email Campaign: How to Create a Simple Email
• Contact Records: Creating Custom Field Groups and Custom Fields
• Email Campaign: How to use A/B Email Testing
• Email Campaign: How to Schedule an Email
• Email Campaign: Basic Email Checklist
• Campaign - Surveys: How to Create a Poll & Survey Form and How to View the Results
• Email Campaigns: How to Test Emails
• Email Campaign: How to Send an Email using a List
• Email Campaigns: How to Leverage Email Analytics
• Email User Guide
• Using Landing Page URLs to Populate and Override Attributes for an Initiative
• Configuration: User Role Permission Levels
• Memberships: How to Create a Membership Type (Configuration)
• Online: Widgets - Embedding Donation, Sign-Up, and Legislature Look-up Forms
• API: Google Maps Integration for Addresses
• Developer: API - Public API Troubleshooting
• Contact Emails
• Leveraging Internal (Carbon Copy) for notification of donations
• Global Tokens
• Contacts: How to Manually Validate Email Addresses.
• Sending Your First Email Campaign
• Shared email domain
• Selecting Email Audience
• Why did my email test go to my SPAM folder?
• Emails: Helpful Resources to Assist with Email Deliverability, Monitoring and Best Practices
• Email Open Rates
• Donations-Batch Entry: How to Set-up & Enter Donations Via Batch Processing
• How to Create a Petition
• Online: Configuring API User Account
• Automation & Workflow: Manually Sending Year End Statements to Households
• Campaigns & Marketing: Campaigns and Initiatives in CharityEngine
• Campaigns&Marketing: Harnessing the Power of SMS Marketing for Non-Profit Outreach
• Sending Tracked Emails
• Contacts/Transactions : Quick Filter - My Preferences
• Advocacy: How to create an audience for a communication initiative
• Advocacy: Creating Advocacy Issues
• Data Governance: How to Manage Data Storage Limits
• Advocacy: Creating Custom Advocacy Contacts
• Configuration: Critical Configuration Setting Monitoring
• Advocacy: Managing and Customizing Navigation Bar of Advocacy Landing Page
• General: How to Use Email Concierge & Writing Assistant to Perform Tasks in CharityEngine (AI)
• Advocacy: How to Add Labels to Advocates (Tags, Groups and/or Opt-in Lists)
• Advocacy: How to Manage Communication Opt-In Lists for Action Alerts
• Campaigns & Marketing: Creating and Managing a Communication Series
• Campaigns & Marketing: Audience - How to Create & Manage Audiences for Effective Marketing Campaigns
• Campaigns & Marketing: Creatives - Crafting and Managing Compelling Pieces for Non-Profit Campaigns
• Campaigns & Marketing: Sending - Mastering the Art of Testing and Sending Campaigns for Non-Profits
• Campaigns & Marketing: Unveiling Success: The Art of Monitoring Results in Non-Profit Email Campaign
• Advocacy: Adding Notes to Actions
• Advocacy: Display Vanity URLs/ Domain as Default
• Advocacy: How to create an advocacy message that is only partially editable by advocates
• Advocacy: Location filters for Advocacy actions (listing screen) reporting
• Advocacy: How to manage the auto-response email from advocacy action alerts
• Advocacy: Using Google Tag Manager/ API for tracking of Advocacy Campaigns
• Query Best Practices
• Outlook Connector
• Events & Volunteers : Registrations
• Campaigns: Widget Generator
• Email Deliverability Best Practices
• Spam Removal: Provider Recommended Actions
• Bounce and Failure Code Quick Reference Guide
• Contacts: Adding Contacts to an Email List
• Exporting Data: How To Export Data from a Query