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How to set up and use location-specific custom field tokens?

Create, manage, or delete location-specific custom tokens per your business needs. Leverage custom tokens in social and campaign templates. Personalize your campaigns and social posts to ensure higher social engagement and improved campaign conversions. 

 

Set up Custom Tokens

Under the ‘Settings’ tab, click ‘Business.’

 

Click ‘Actions’ and select ‘Manage custom tokens.’

 

Click ‘Create custom token.’

 

Enter the ‘Custom token name’ in the first field. Click the dropdown button and select the ‘Custom token type’ from the dropdown options. It can be used as a ‘Number,’ ‘Text,’ and ‘URL.’

 

Since the token being created focuses on the website link, select 'URL' as the token type. Enter the value under the ‘Default Value’ section where you want to redirect users. The last field, ‘Description,’ is optional, and click ‘Save’ to create a custom token.

 

Once you save, you will view a notification on the top with the custom token details mentioned below.


Hover over the ‘Three vertical dots’ to ‘Edit or Delete’ the token.

NOTE:

Businesses can create up to 50 custom tokens.

 

 

Custom Fields Under Location

Customize values for each location.

Go to the ‘Business’ page and select a ‘Location’ for which you want to customize values.

 

Scroll down to the end of the ‘Business profile’ page to view the ‘Custom tokens’ section. Click the ‘Edit’ button, portrayed as a pencil icon, to customize the value for this particular location.


For instance, if you're creating a social media post for all locations and want to target every location with the same link except for one with its unique website landing page, you can tailor the content accordingly. Suppose you want to focus on customers from this location landing on the services page. You can customize the link for this location to direct specifically to the services page. When the post is published, the target audience for this particular location will receive the customized link, ensuring they land on the intended page, while the rest of your customers from other locations will receive a link used initially to create the custom token. Once done, click ‘Save.’

 

NOTE:

You can customize values for all or particular locations.

 

 

If you’re an enterprise user with bulk locations and want to customize values for a majority or every location, go to the ‘Business’ page, click ‘Manage locations,’ and select ‘Bulk import.’

 

Download a sample spreadsheet by clicking on ‘Sample spreadsheet.’

 

When you open the sheet, it appears as shown in the image below.

 

At the end of the sheet, enter the sections, such as setup - custom field type, name, and value, and fill out the sections as shown in the image below.  

 

Click ‘Upload sheet’ to upload the sheet with the changes and import the file.

 

Use Custom Tokens

Use the custom tokens under the ‘Social’ and ‘Campaigns’ tab. Go to ‘Social’ and click ‘Create post.’


Enter the content, click ‘Personalize,’ and select the custom token you want to add. The custom token will appear by the name provided to the token and the value underneath it.


Here’s how it will appear depending on the token you select.


To use in campaigns, go to the ‘Campaigns’ tab, select 'Templates’ at the top of the page, and click ‘Create template.’

 

Select a template you want to create.

 

Click ‘Personalize,’ scroll down, and select the desired ‘Custom token.’

NOTE - You can add custom tokens to both ‘Text and Email’ templates.


Click ‘Save’ to save the template.

custom fields location tokens custom tokens

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