Automation Tokens Guide

How to Use Tokens

1. Click Automations
2. Select the desired Automation and click Edit or click +Create Automation button
3. Go to the Email and/or Text action you want to include a token(s)
4. Type desired tokens directly into the message
5. Click Save

Which Tokens are Available

Not every token is available in every automation. The options depend on which Trigger you have chosen.

Tip

🔍 Tip: All tokens listed here work in both the Email Action (subject line and body) and the Text Action. Please note, Opportunity, Product, Appointment, Marketing Event + Attendance, Note, Sender, and Custom Field Tokens cannot be used for one-to-one emails/texts or campaigns.

Trigger Type	Tokens Available
Contact Created / Updated / Field Changed	Contact, Tenant, Sender
Note Created on a Contact	Contact, Tenant, Sender, Note
Opportunity Created	Contact, Tenant, Sender, Opportunity
Opportunity Field (e.g. Sales Stage) Changed	Contact, Tenant, Sender, Opportunity
Appointment Field Changed	Contact, Tenant, Sender, Appointment
Event Attendance Field Changed	Contact, Tenant, Sender, Event, Attendance
Product Field Changed (e.g. product dates, status, etc.)	Contact, Tenant, Sender, Product
Birthdate	contact_birthdate
Appointment Date	Contact, Tenant, Sender, Appointment
Event Attendance Date	Contact, Tenant, Sender, Event, Attendance
Product Open / Issued / Effective Date	Contact, Tenant, Sender, Product

Tip

🔍 Tip: Contact Tokens are always available!

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Appointment Personalization Tokens

Want this?	Use This Email Personalization Token
Insert the Date of the Appointment	{{appointment_date}}
Insert the Time of the Appointment	{{appointment_time}}
Insert the Location of the Appointment	{{appointment_location}}
Insert a Confirmation for the Appointment	{{appointment_confirmation}}

Note

📌 Note: The Personalization Tokens Appointment Automations are only able to be used within an Automation containing one of the following triggers:

• Appointment Date
• Appointment Status Added or Changed

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Email Personalization Tokens

Below is a list of Personalization Tokens that can only be used with email actions of automations.

Want this?	Use This Email Token
Insert the Sender’s Name	{{sender_name}}
Insert the Sender’s Email	{{sender_email}}
Insert the Sender’s Phone Number	{{sender_phone_number}}
Insert the Sender’s Organization	{{organization_name}}
Insert the Organization’s Website	{{organization_url}}
Insert the Organization’s Phone Number	{{organization_phone}}
Insert the Contact’s Full Name	{{contact_name}}
Insert the Contact’s First Name	{{contact_first_name}}
Insert the Contact’s Last Name	{{contact_last_name}}
Insert the Contact’s Email	{{contact_email_address}}
Insert the Contact’s Phone Number	{{contact_phone_number}}
Insert the Contact’s Address Line 1	{{contact_address_line1}}
Insert the Contact’s Address Line 2	{{contact_address_line2}}
Insert the Contact’s Address City	{{contact_address_city}}
Insert the Contact’s Address State	{{contact_address_state}}
Insert the Contact’s Address Zipcode	{{contact_address_zip}}

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Marketing Event + Attendance Tokens

Want this?	Use This Token
Insert the Name of the Event	{{event_name}}
Insert the Start Date	{{event_date}}
Insert the Start Time	{{event_time}}
Insert the Event Location	{{event_location}}
Insert the Event Type Name (e.g. Seminar, Client Appreciation, etc.)	{{event_type}}
Insert the Event End Date (for multi-day events)	{{event_end_date}}
Insert Event End Time	{{event_end_time}}
Insert the Assigned User’s Name	{{event_assigned_to}}
Insert the Event Venue Name	{{event_venue}}
Insert the Total Attendee Count	{{event_attendees_count}}
One-Click Event Confirmation Link **EMAIL ONLY	{{event_url}}
Static Phrase: Reply C to confirm **TEXT ONLY	{{event_confirmation}}
The Attendee’s status (e.g. Attended, Canceled, Waitlisted, etc.)	{{attendance_status}}

Note

📌 Note: The Personalization Tokens for Marketing Event Automations are only able to be used within an Automation containing one of the following triggers:

• Event Attendance Date
• Event Attendance Status Added or Changed

Note Tokens

Available when the automation is triggered by a note being crated on a contact

Want this?	Use This Token
Insert the note’s text	{{note_body}}
Insert the name of the user who wrote the note	{{note_author}}
Insert the date the note was created	{{note_created_at}}

Opportunity Personalization Tokens

Want this?	Use This Token
Insert the Opportunity Name	{{opportunity_name}}
Insert the Opportunity Amount / Premium (e.g. deal amount)	{{opportunity_amount}}
Insert the Opportunity Stage name	{{opportunity_sales_stage}}
Insert the Opportunity Status (e.g. Open)	{{opportunity_status}}
Insert the name of the Opportunity Pipeline	{{opportunity_pipeline}}
Insert the Agent assigned to the Opportunity	{{opportunity_assigned_to}}
Insert the Lead Source Name for the Opportunity	{{opportunity_lead_source}}
Next Step	{{opportunity_next_step}}
Insert Opportunity Tags (comma-separated)	{{opportunity_tags}}
Opened Date	{{opportunity_opened_on}}
Closed Date	{{opportunity_closed_on}}
Date when the opportunity entered its current stage	{{opportunity_staged_on}}
Estimated Close Date	{{Estimated Close date}}

Product Personalization Tokens

Want this?	Use This Token
Insert the policy/account number of the Client’s policy(ies)	{{product_number}}
Insert the Status(es) of the policy/account(s)	{{product_status}}
Insert the Issued Date	{{product_issued_on}}
Insert the Effective Date	{{product_effective_on}}
Insert the Open Date	{{product_opened_on}}
Insert the Agent of Record	{{product_agent_of_record}}
Insert the Institution	{{product_institution}}
Insert the Plan Type Name	{{product_plan_type}}
Insert the Product Name	{{product_offering_name}}
Insert the Product Line Name (e.g. Life Insurance, Annuities, etc.)	{{product_line_name}}

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Text Message Personalization Tokens

Want this?	Use This Text Personalization Token
Insert the Date of the Appointment	{{appointment_date}}
Insert the Time of the Appointment	{{appointment_time}}
Insert the Location of the Appointment	{{appointment_location}}
Insert a Confirmation for the Appointment	{{appointment_confirmation}}
Insert the Date of the Event	{{event_date}}
Insert the Time of the Event	{{event_time}}
Insert the Location of the Event	{{event_location}}
Insert a Confirmation for the Event	{{event_confirmation}}
Insert the Contact’s Full Name	{{contact_name}}
Insert the Contact’s First Name	{{contact_first_name}}
Insert the Contact’s Last Name	{{contact_last_name}}
Insert the Contact’s Email	{{contact_email_address}}
Insert the Contact’s Phone Number	{{contact_phone_number}}
Insert the Contact’s Address Line 1	{{contact_address_line1}}
Insert the Contact’s Address Line 2	{{contact_address_line2}}
Insert the Contact’s Address City	{{contact_address_city}}
Insert the Contact’s Address State	{{contact_address_state}}
Insert the Contact’s Address Zipcode	{{contact_address_zip}}
Insert the Sender’s Organization	{{organization_name}}
Insert the Organization’s Website	{{organization_url}}
Insert the Organization’s Phone Number	{{organization_phone}}
Insert a Swivel Texting Number	{{sender_number}}

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Custom Field Tokens

Any non-sensitive custom field in your account is automatically available as a token in automation templates.

Custom Fields Naming Rule(s)

Custom field tokens follow a predictable pattern: a prefix that tells the system which record the field belongs to + the field name converted into a token-safe format.

Want this?	Use This Prefix
Insert a Contact Custom Field	contact_cf
Insert an Opportunity Custom Field	opportunity_cf
Insert an Appointment Custom Field	appointment_cf
Insert an Event Custom Field	event_cf
Insert a Product Custom Field	product_cf

The field name is then: lowercased, spaces replaced with underscores, special characters removed (punctuation, currency symbols, etc.)

{{prefix_name_of_custom_field}}

Examples of Custom Field Tokens

Custom Field Name On Contact	Enter This Token
Annual Revenue	{{contact_cf_annual_revenue}}
Client’s Net Worth	{{contact_cf_clients_net_worth}}
Year Joined	{{contact_cf_year_joined}}

Custom Field Name on Opportunity	Enter This Token
Policy Type	{{opportunity_cf_policy_type}}
Carrier Name	{{opportunity_cf_carrier_name}}
Premium Amount	{{opportunity_cf_premium_amount}}

Custom Field Name on Product	Enter This Token
Bonus	{{product_cf_bonus}}
Coverage Amount	{{product_cf_coverage_amount}}
Policy Tier	{{product_cf_policy_tier}}

FAQs and Troubleshooting

Can I use the same token multiple times in one Email or Text Template

Yes! Type it as many times as you need—each occurence is replaced independently.

I typed a token and I see a red warning, what does this mean?

This means the token entered is invalid. To correct, first check for typos (i.e. is invalid but is. If the token name looks right, check whether you’ve selected the right trigger (e.g. Opportunity tokens only appear after you’ve set up an Opportunity Trigger).

What happens if a token's value is blank?

If there is no value present, it will simply skip. For example, if a contact has no middle name:

Hi ((contact_middle_name}} will render Hi Sarah Chen.

What if I switch triggers after writing my automation action template?

Any tokens in your template that are not valid for the new trigger will get flagged with a red warning. You can either edit them out or change the trigger back.

Why isn't a specific field available as a token?

There are two reasons why a field may not be available as a token.

1. The field is marked sensitive (e.g. birthdate, SSN, or a custom field marked as sensitive). Fields marked as sensitive are never exposed as tokens.
2. The trigger does not include that record type. For example, if your trigger is Contact Created” opportunity fields will not be available because no opportunity exists in the trigger context.