Token Introduction
Tokens are placeholders that automatically pull in information from your event, company, or client data — saving you from having to type it manually every time.
For example, instead of writing an event’s name or event date yourself, you can use a token like {EventName} or {EventDate}. When the event is viewed within customer view or Download PDF/Event Prints are generated, Curate automatically replaces those tokens with the actual details.
Why They’re Useful
Save time: No need to retype the same details.
Stay accurate: Reduce errors or outdated info.
Keep things consistent: Use the same format across templates, emails, and documents.
How To Create Custom Tokens (Custom Properties)
Note: To learn more about Custom Properties, click here.
Before Digging into Custom Tokens & Properties, it's important to understand how many you can have. You can view the details within your Subscriptions page and locating "Custom Properties"
To add a new custom token/property, navigate to Settings - Custom Properties
The page will be broken out into three tabs:
Event: All event related properties / tokens will live on this page
Contact: Any contact based properties / tokens will live on this page
Archived: Instead of deleting properties, we offer the option to archive them instead to help preserve data that may be needed later on
To create a new custom property / token, locate and click the + Add custom property link
A slide out menu will appear and will give you the option to create a new Event or Contact Property / Token and select a specific field type (Calculated Property, Date, text box, etc...). You'll also have the opportunity to name the property / token. When creating a new one, be sure to name it something that is easy to remember later! Click create once you're done!
The screen will refresh and the new property / token will be displayed at the bottom!
Note: Before leaving this page, you may also adjust the order of the list! This is important to keep in mind if you have many custom properties / tokens and use some more than the others. To move them locate the sorting bar beside the name and you may drag the property / token up and down the list.
Now that you have created a custom token you may use it the same as a system token!
How to Use Custom Properties and Tokens in Forms, Inquiries, and Event Templates
In this video, we walk through how to add system and custom tokens directly into your templates—or any event—so you can create a Curate form, select the appropriate tokens for your form questions, and seamlessly convert a client’s form inquiry into an event with all the key details automatically filled in and ready to go!