List of Tokens

Occasionally we'll get asked for a master list of all of our tokens. We don't have one single master list because the emails are all different and there are different tokens for different types of emails. For example, all of our invoice related tokens will not work in estimate emails. So you can see the tokens for each type of email in the "Personalize" dropdown when you're working in that type of email. So let's start by heading over to the Email Settings screen in The Customer Factor.

The "Personalize" button will be greyed out by default but once you put your cursor into the email, it will become live where you can click the down arrow and pick your tokens to insert into the email. So here we are working in the "customer" general email type:

Best regards,