Contacts - Token Tester
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The Token Tester is a tool available within Contact that allows you to validate how variables (conversion tokens) work before using them in messages, emails, documents, and automations.
The tool replaces the tokens with the actual values registered in the system, allowing you to check exactly how the content will be presented to the recipient.
To use the tool:
Access the record of a Contact.
Open the option Token Tester.
Select the entity you want to use as a reference for the test.
Enter the text containing the conversion tokens.
Click on Test.
The system will display the result with all variables replaced by their respective values.
In addition to the information of the Contact, it is possible to link the test to the following entities:
Contact
Invoice
Proposal
Recurring
Installment Plan
Tax Invoice
Opportunity
When selecting one of these entities, the corresponding tokens will be filled with information from the record linked to the contact.
The Token Tester is recommended for validating content before using it in:
WhatsApp messages;
Emails;
Documents;
Automation flows;
Campaigns;
Automatic notifications.
In this way, it is possible to identify possible inconsistencies before the communication is sent to the customer.
Check whether the tokens used belong to the selected entity.
Confirm that the contact has linked records (such as Proposals, Invoices, or Opportunities), so that the values can be returned correctly.
If any variable remains blank, check whether the information is registered in the corresponding record.
Always run a test before publishing messages, templates, or automations.
The Token Tester makes it easier to validate conversion variables, allowing you to preview the final result before sending communications. With support for the entities Contact, Invoice, Proposal, Recurring, Installment Plan, Tax Invoice and Opportunity, the tool helps create more accurate, personalized, and error-free messages.
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Hello {contactfield=firstname}!
Your proposal no. {proposal=id} was approved.
The invoice amount is R$ 1,250.00.
Thank you for your contact!Hello João Silva!
Your proposal no. 10235 was approved.
The invoice amount is R$ 1,250.00.
Thank you for your contact!