Overview
Tokens in the Curate software allow businesses to dynamically reference personalized data across different areas of the platform. Generated from custom properties, tokens are powerful tools to streamline workflows, enhance personalization, and ensure clear communication across teams and with clients. For example, you can use the Guest Count token in event descriptions or production notes to ensure critical information is seamlessly displayed on back-of-house materials or client communications.
Video Walkthrough
How Tokens Can Drive Business Success
Efficiency: Simplify your workflow by dynamically populating data across templates and documents.
Clarity: Use tokens to highlight critical information for internal teams, like back-of-house staff, ensuring smooth execution.
Consistency: Maintain uniform and error-free communication by automating data references.
Customization: Adapt your event and proposal designs with tokens to meet specific client or business needs.
Key Use Cases
Event Descriptions: Use tokens such as {GUEST COUNT} to automatically display the number of attendees in production notes or print materials for back-of-house staff.
Production Notes: Highlight venue setup details or catering requirements by referencing relevant tokens.
Email Communications: Personalize emails with client-specific tokens (e.g., {CONTACT NAME}) for a more professional and engaging experience.
Steps to Use Tokens in Curate
Navigate to Settings:
Open the Curate application and go to the Settings menu.
Select the Custom Properties tab.
Add a Custom Property:
Click on Add Custom Property to create a new token.
Choose the property type: Event (for event-specific data) or Contact (for client-specific data).
Select the Field Type:
Field type options include Date, Number, Single-line text, Multi-line text, or other formats, depending on your needs.
Name Your Custom Property:
Assign a clear and descriptive name to the property (e.g., "Guest Count" or "Venue Fee").
Save and Access the Token:
Once saved, the token (e.g., {GUEST COUNT}) will be automatically generated.
You can find the token in the Personalize Selector available in various areas of the app.
Leverage Tokens Across the Platform:
Insert the token into:
Event Descriptions: Display dynamic data such as guest count or venue details.
Production Notes: Provide clear instructions for setup or deliveries.
Email Content: Customize client communications with tokens like {CONTACT NAME} or {EVENT DATE}.
By leveraging tokens in Curate, you can create a more personalized, efficient, and error-free process for managing your events and client interactions. Start using tokens today to transform the way you customize and communicate your data!