Tokens allow you to inject data from various sources into your forms, creating dynamic and personalized user experiences. This guide explains how to implement and use tokens across different areas of Formulayt.
What are tokens?
Tokens are dynamic placeholders that use data captured or generated elsewhere in Formulayt to populate field values, content, and messages.
For example, you could use a token to:
Insert a dynamically generated URL
Display different content based on a user’s selection
Personalize a gate’s messaging
Combine multiple data points into a single field using a formula
Where you can use tokens
Tokens can be used in:
Custom content fields, including rule actions that change content
Gate messaging, including intro, thank you, and return messages
Custom formulas, including pre-population and rule actions that change field values
Tokens are only available in areas that support dynamic data. Look for the {*} icon to see the available token options.
To use tokens in supported areas:
Navigate to the field or area where you want to use tokens
Look for the {*} icon button
Click the button to access available token options
Select the appropriate token for your needs
How tokens work
Real-time updates
For custom content fields, tokens update in real-time as users interact with your forms. This means content can change dynamically based on user inputs or other conditions.
Populated when displayed
For gate messaging, tokens are populated when each message first displays (e.g. intro, thank you). They do not update automatically when the underlying values change, but may refresh if the gate is reopened or its display state changes.
Example use cases
Tokens are particularly useful for:
Creating dynamic privacy policy links based on user location
Displaying different content based on a user’s answer
Personalizing gate messaging
Combining multiple data points into a single field
Example use cases
Tokens are particularly useful for:
Personalizing welcome messages with user data
Creating dynamic privacy policy links based on user location
Customizing form content based on previous user selections
Automatically populating fields with calculated values
Example: Dynamic privacy policy URL
Tokens can also be used to create dynamic links.
For example, you could create a hidden field to store the appropriate privacy policy URL and use a rule to set the value based on the user's Country or region.
You could then add the hidden field as a token within your custom content.
The token can be used as the URL for the link, allowing the correct privacy policy page to be displayed for each Country or region.
To set this up:
Create a hidden field where you store the various privacy policy URLs
e.g. PrivacyPolicyURL
Create a rule that updates the privacy policy depending on the user’s selected Country
Repeat for each Country/region that has its own privacy policy
E.g. https://formulayt.com/privacy-policy-au will ensure that if a user selects Australia as their Country they will be provided a link to the Australian privacy policy page
Then go to the custom content field that will be displayed on the form and click the {*} icon to insert a token
Select your privacy policy hidden field. You can also set a default link here
In this example the words privacy policy are being used as a hyperlink populated by the token. Below is an example of what this would look like on a gate.
Example: Display a different thank you message
Tokens can be used to personalize the messaging your user sees.
Gate messaging tokens are populated when each message first displays (intro, thank you, etc.) and do not update after that message has appeared.
For example, you could create a hidden field to store the appropriate thank you message and use a rule to set the value based on the user's Country or region.
You could then add the hidden field as a token to your gate messaging.
To set this up:
Create a hidden field where you store the message
e.g. ThankYouMessage
Create a rule that updates the value depending on the user’s Country
Repeat for each Country where you would like to amend the content
In the gate editor go to the thank you message and click the {*} icon to insert the token
Select your thank you message hidden field. You can also set a default message here
Condition | Field value |
User selects UK | Thank you. Your local team will be in touch shortly. |
User selects US | Thank you. A member of our US team will contact you shortly. |
Important: To dynamically change gate messaging (intro, thank you, etc.) add tokens directly to the relevant gate message. Add tokens to custom content fields to dynamically change content within the form (e.g. disclaimers etc.).
Example: Personalize a gate’s messaging
Tokens can be used in custom content to personalize messaging on a gate.
Custom content tokens can update as the user interacts with the gate, allowing the displayed content to change dynamically.
For example using the user’s first name, entered in step1, on step2 of a two-step gate.
To set this up:
Create a custom content field with your chosen message
e.g. Step2Message
Click the {*} icon to insert the token e.g. first name
Add the custom content to your form and order to show first on step2 of your two-step gate
Example: Combining multiple data points on submission
Tokens can be used to combine multiple data points into a single field on submission.
Formulas allow you to combine multiple tokens into a single value. This can be useful when you need to send several pieces of information together in one field, such as user data, gate attributes, and UTM parameters.
To set this up:
Create a hidden field that will contain the formula on submission
Create a rule to always run, on submission, to update the value with a formula
In the formula field click the {*} icon to insert your tokens
Summary
Tokens allow you to reuse dynamic data throughout Formulayt.
When deciding where to add a token, remember:
Custom content: Add the token directly to the custom content.
Gate messaging: Add the field as a token directly to the gate messaging
Dynamic gate messaging: Use a field, typically a hidden field, to store the value and use rules to determine which value is displayed.
Rules: The then action can be used to change a field to a fixed value, which can then be displayed using a token.
Formulas: Use tokens within formulas to combine multiple data points or calculate/populate a field value.