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Contributor ⭐️⭐️
August 26, 2020

Tokenizing URLs in Email template

Hi Admins!

 

This post shows you how to insert tokens inside the URL. It is super simple to implement and it is very helpful since this use case is very common where Admins want to embed the URLs that are customer specific. 

I am here showing the use case where I have configured a email for CSM to notify them when Sentiment score drops/changes. In the email template, I want to embed the link which navigates to the respective account’s C360 page. 

The first part of C360 page URL remains consistent and last part of URL keeps changing with respect to account.

 

 

In the email template, click on the insert link so that you can place the URL towhich you want to navigate.

 

 

The new pop-up window appears where you insert the token within in URL. As the Account Id as I highlighted keeps changing I am tokenzing that.

 

We can map the token to any fields in “Edit token Propoerties” section, here I am mapping the Account→ Id from Account object.

 

 

Here is how it looks after I tokenise the URL:

 

Hope this helps, in auto-populating the customized URLs that we embed in emails.

 

5 replies

heather_hansen
VIP ⭐️⭐️⭐️⭐️⭐️
August 26, 2020

Thanks, @Jyothsna!  I actually just did this yesterday, and it’s super helpful and easy to configure!  I created a link for the opportunity and another for the account in Salesforce.  

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jean.nairon
Expert ⭐️
August 30, 2020

Super helpful @Jyothsna!

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Jean
sai_ram
Expert ⭐️⭐️
November 6, 2020

Super helpful! Bumping this to the top!!

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Carol_Keyes
Helper ⭐️
September 9, 2024

Is it possible to do this for the R360? 

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Carol Keyes
Jagari Das
Gainsight Employee ⭐️
Gainsight Employee ⭐️
September 10, 2024

Is it possible to do this for the R360? 

Hi @ckeyes_bmc , Yes, you can do the same for R360 as well! To apply this to R360 pages, follow a similar method as with C360 pages, but make sure to the correct URL for the R360. 

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Jagari | Client Outcomes Manager, Gainsight