Neon CRM tokens serve as placeholders for dynamically generated account and transaction information. You use tokens when building system emails, system letters, and campaign emails. When an email is sent to a constituent or a system letter is generated, Neon will replace the token with the associated data.
Tokens only work when they are added by selecting them from the Insert <><></></> drop down menu in the HTML content editor, as shown in the example below.
When you find a token in this list that you would like to add to your email, simply click on the token name.
This places the selected token into your message.
Additionally, you can search through the list of tokens by using the search box that's located in the upper left corner of the pop up window.
- Why do the tokens in my test email contain random information?
- When using the test email functionality, Neon will populate the tokens with dummy data. The tokens will be replaced with actual data upon sending the email in real time.
- Is there a token for e.g. Job Title?
- Not all standard fields have tokens. Tokens are only available for certain types of information stored in your database.
- Is there a token for my custom field?
- All Account custom fields are available as tokens in System Emails, System Letters, custom form acknowledgement emails & workflow communications.
- Donation custom fields, membership custom fields, individual custom fields, and company custom fields are not currently available as tokens. All Account custom fields are not yet available in Campaign Emails or Campaign Letters.
- Are there different tokens for different types of messages?
- Yes. The tokens listed will vary depending on the type of email or letter. If a token is not listed, then it's not available for the type of email you are building. If you try to enter the token manually, it will generate an error.
- If I build from an existing email, will the tokens work?
- Replace the copied email tokens to avoid any potential problems. This is particularly important if you copy the content from a different type of email than the one you are creating, as different tokens are available for different types of emails.