Using Data Tags in Event in the New Experience

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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 the New Experience. To follow these steps, click Try Now at the top of your account to enable a partial preview, then talk to your Account Team to make the complete switch. If you're still using the Classic Experience, reference this article instead.
User-added image
 
NOTE: Website data tags are not yet fully functional in the Flex Site Designer.


Within the Site Designer

1 Access the Site Designer. Begin by selecting your event. To go to registration, use the left-hand navigation and click Registration, then Registration Process. For the website, use the left-hand navigation and click Website, then 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.
 

User-added image

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.
 

User-added image

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

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

From the left-hand navigation, click Email, then 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).

 

Add data tags using the luggage symbol to the right of Subject or From Name fields 

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

1 Access an email. Begin by selecting your Flex event. From the left-hand navigation, click Email, then 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.

 
User-added image
 
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.

 
User-added image
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.
 
User-added image

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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