Tokens

Use Tokens to customize emails and forms with variables from Pubs and your Community.

Tokens are shorthand variables that users can use to refer to community-specific Fields. When configuring an email Action or configuring paragraphs within Forms, users can use Tokens to display values of specific Pub Fields. 

Tokens use a colon character (:) to indicate the start of a Token, followed by one of the Token-values. The system will highlight a token in blue if the syntax is recognized, though it does not mean the value of the Token (e.g., a url) is validated nor that it has any value.

Configuring an Email action with Tokens

There are three Token-values:

  • field values (i.e., text)
  • links (i.e., urls)
  • email-specific values

Field Tokens

Field Token values draw on the Field Names of the associated Pub. The Field Name syntax is rendered as commuunity:name. For example, to use the Pub Title in the PubPub Community, the Field Name syntax would be pubpub:title;. As a reminders, users can view all active Fields in the Community via the Fields Dashboard.

To add a field value token, include the colon, value and the field name after = in {field=}. The token will be replaced in the email as text. For example, to include the value of the Title field, enter:

:value{field=pubpub:title}


Link Tokens

Link tokens render their values as hyperlinks. 

To add a link token, include the colon, link and the field name after = in {field=}. The token will be replaced in the email as a live link. For example, to include a URL, enter :link{field=pubpub:url}

To render link tokens with a text anchor, add the text in square brackets [anchor text] after :link. For example, to use “here” as the link anchor, enter :link[here]{field=pubpub:url}

There are three additional link token types:

  • To add a specified URL, replace field with to. For example, to link to PubPub Platform, enter :link[PubPub Platform]{to=https://app.pubpub.org}
  • To link to a form in a Community, replace field with form. For example, to link to the Invitation form, enter :link{form=invitation}.
  • To add an email link (i.e., mailto:), replace field with email. For example, to add a clickable email address, enter: :link{email=help@pubpub.org}

Field values can be used as anchors for link tokens. To provide a Submission title with a hyperlink (and quotation marks), enter:

:link[“:value{field=pubpub:title}”]{field=pubpub:url}

 

Email-specific Tokens

You can also add tokens for values specific to the email Action, such as a sender or recipient's name. These tokens include the initial colon (:), followed by the token name. For example, to add the recipient's first name, enter :RecipientFirstName

The email-specific tokens are:

  • RecipientName
  • RecipientFirstName
  • RecipientLastName

 

How token values appear elsewhere

 

Tips

  • If a token is used in an Action, but that value does not exist in the Pub, the Action will fail. For example, if an email Action includes a field value token for pubpub:description, but pubpub:description is not a field in the community or does not have a value for the particular Pub it is used on, the email Action will fail to run.
  • If a token is used in a Form's paragraph element, but that value does not exist in the Pub, any Markdown in the Paragraph element will be invalidated.