Using Data Tags in Classic Registration

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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.
 
NOTE: These instructions are for Classic Registration. If you're creating a Flex event, reference this article instead.
User-added image
 

Within the HTML Editor in Classic Events


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.

User-added image


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.
 

User-added image


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


Within an Email's Settings in 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).

 

User-added image 

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.

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