Using Data Tags in Event

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Your guest list is miles long, but you want to personalize every invitation with a unique name. Don't waste an entire afternoon copying and pasting. Only politicians have that kind of time. Instead use data tags, placeholders for information stored within Cvent that can change depending on who is viewing the webpage or email.
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Within the HTML Editor in Classic Events

NOTE: Website data tags are not yet fully functional in the Flex Site Designer.
 
1 Access the HTML Editor. The HTML Editor can be accessed throughout the application by clicking Edit Section or the HTML button. It's also built into various pages related to editing emails.

2 Insert the data tag. Click the Insert tab, then User-added image in the Content section. The Data Tag Selection page will open.

Use the dropdown to select a data tag category. Each one lists a range of related data tags. For example, the fields in a contact's record such as name, title, and company can be found in the Contact category.

Check the box next to the data tag you want to insert, then click OK.

 
NOTE: Some data tags have a Format dropdown where you can choose to make the the text title case, all lowercase, or all uppercase.

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If you insert a link data tag, you can change its text by adding ": your text" to the end. For example, the Register Link data tag text reads "Yes." But if you want the text to say "Register Here," add ": Register Here" to the end of the data tag.
 

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Click OK or Save. If the HTML Editor appeared in a separate window, be sure to save on the original page as well.


Within the Site Designer in Flex Events

1 Access the Site Designer. Begin by selecting your Flex event. To go to registration, hover over Website & Registration and, under Registration, click Registration Process. For the website, hover over Website & Registration and, under Website, click Event Website. To the right of the page you want to edit, click Customize.

2 Add a widget to the canvas. Click Build to the right of the canvas. Drag and drop a widget onto the canvas. In the Configuration Options to the right of the canvas, customize your text in the text box.


Or, edit an existing text widget. Click on the text you want to edit, and additional options will appear to the right.

3 Open the list of data tags. To the right of the canvas, place your cursor where you want to insert the data tag in the text box. Click User-added image to open the list of data tags.

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The data tag list will open to the left. Search for a specific tag by entering keywords in the search box. Or use the dropdown at the top to choose a data tag category, then browse the list.

4 Insert the data tag. Click on the data tag you want to insert. If necessary, choose a format, then click Apply.
 

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Once you're done, click Save to preserve your changes and continue working or Publish to make these changes available to invitees.


Within an Email's Settings in Flex and Classic Events

1 Access an email. Reduce the risk of your emails going unopened by personalizing the subject lines with data tags.

Hover over Promotion & Communication and, under Email, click Event Emails. If applicable, choose an invitation list from the dropdown.

Select a template and click Edit.


2 Insert the data tag. Click the User-added image next to the Subject and From Name fields (circled below).

 

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Use the dropdown to select a data tag category. Each one lists a range of related data tags. For example, the fields in a contact's record such as name, title, and company can be found in the Contact category.

Check the box beside the data tag you want to insert, then click OK.

 
NOTE: Some data tags have a Format dropdown where you can choose to make the the text title case, all lowercase, or all uppercase.

Don't forget to click Save.


Within the Email Designer in Flex Events

1 Access an email. Begin by selecting your Flex event. Hover over Promotion & Communication and, under Email, click Event Emails. If applicable, choose an invitation list from the dropdown.

Click on the email you want to customize, then click Design Email.

2 Add a text widget to the canvas. Click + Build to the right of the canvas. Then, click and drag Text onto the canvas.

 
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Or, edit an existing text widget. Click on the text you want to edit, and additional options will appear to the right.

3 Open the list of data tags. To the right of the canvas, place your cursor where you want to insert the data tag in the text box. Then click User-added image.

 
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The data tag list will open to the left. Search for a specific tag by entering keywords in the search box. Or use the dropdown at the top to choose a data tag category, then browse the list.
 
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4 Add a data tag. Click on the data tag you want to insert.

Some data tags have additional formatting options to choose from. If applicable, select a format. Then click Apply.

 
 
Click Save.

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