Before You Begin
Ensure you have access to the Dazos iCampaign platform
You must have permission to edit campaigns and templates
Make sure your campaign template is unlocked for editing
Steps
There are three ways to add tokens to your iCampaign templates. For basic demographic information like first and last names, the first two methods are recommended:
Method 1: Add an Element in Edit Content
Navigate to your iCampaign and select the template you want to edit
Click Edit to open the campaign builder
In the template editor, click Add Element where you want to insert the token
Select the demographic token you want to add (such as first_name or last_name)
Place the token in your desired location within the template
Method 2: Double-click a Title in Edit Content
Open your template in the campaign editor
Double-click on any title or text block within the Edit Content section
This will open the text editor, where you can insert tokens
Click the token insertion icon in the text editor
Select the demographic token you need (such as last_name or first_name)
Method 3: Custom Tokens (For Advanced Users)
For custom tokens beyond basic demographic information:
Navigate to Settings > Click Company
Select Custom Tokens for Templates
Click Add another token to create custom content
Verification / Expected Result
After adding tokens to your template, they will appear as placeholder text in the editor. When the campaign is sent, these tokens will automatically populate with the actual demographic information from your client records.
💡 Tip: For basic demographic information like first and last names, using Methods 1 and 2 is faster and more efficient than creating custom tokens.
Troubleshooting / Common Errors
Token not appearing: Refresh the campaign editor or reopen the template after making changes
Cannot edit template: Ensure the campaign is set to "Unlocked" status
Token not populating: Verify that the demographic information exists in the client record