Add Personsalition Tokens, Links and Images

Overview

Personalisation is what turns a generic email into something that feels written just for the recipient. Instead of "Hi there", the message reads "Hi Sarah" — and CX Platform takes care of swapping in the right value for every contact on your send list. Links and images work alongside this: you can point recipients to a personalised landing page, a tracked URL, or drop in an image you've uploaded to the Application.

The Advanced HTML editor gives you full control over the code behind your message, but you don't need to remember any syntax to make this work. The toolbar across the top of the editor has built-in helpers that drop tokens, links, and images into your content for you — correctly formatted, in the right spot, every time.

This guide focuses on the three helpers you'll reach for most often: Insert field for personalisation tokens, Insert link for trackable links, and Insert resource for images and other uploaded resources.

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Add a personalisation token

Personalisation tokens pull values from the data fields you've set up in your Application. When the message is sent, each token is replaced with the actual value for that recipient.

1. In the Advanced HTML editor, click into your content and place your cursor exactly where you want the personalisation to appear.
2. In the toolbar, click Insert field to open the dropdown.
3. Select the field you'd like to insert. The list shows every field configured for this Application, so you'll see things like First name, Surname, Account number, or any custom field you've set up.
4. The token drops straight into your content — something like %%FirstName%% — which will be swapped out for each recipient's real value at send time.

That's it — your token is in place. Repeat as often as you need to layer personalisation through subject lines, greetings, body copy, and even call-to-action text.

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Add a link

Links added through the toolbar are wrapped in the right format for tracking, so clicks show up in your reporting alongside opens and bounces.

1. Highlight the text in your content that you'd like to turn into a link.
2. Click Insert link in the toolbar to open the link settings.
3. Choose the type of link you're adding — View this template online, Unsubscribe, Link to attachment or a digital form.
4. Click Save to apply the link to your email template.

Your link is now embedded in the content and ready to be tracked. You can edit or remove it at any time by clicking the linked text and reopening the link settings.

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Add an image

Images and other assets live in the Images / Resources tab of your Application. Once a file's been uploaded there, you can drop it into your content from anywhere in the editor using Insert resource.

1. Place your cursor in the content where you want the image to appear.
2. Click Insert resource in the toolbar to open the resource picker.
3. Select the image (or other resource) you'd like to insert from the list of files uploaded to this Application.
4. The image drops into your content at the cursor position. From there, you can tweak its size, alignment, or alt text directly in the HTML if you need to.

That's your image in place. Repeat the same steps any time you'd like to add a logo, banner, icon, or attachment — and if you can't see the file you're after, head to the Resources tab to upload it first.

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‍Preview before you send
‍Personalisation tokens render at send time, so what you see in the editor isn't quite the same as what lands in an inbox. Always run a preview before sending — it shows how the tokens will resolve for a sample recipient, and gives you a chance to check that links and images are displaying as expected before it's out the door.

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What's next

Once your content is looking the way you want, head over to the Plain text content tab to add a fallback version for mail clients that don't render HTML, or jump into Resources if you need to upload more assets. When you're done, Save sits in the top right — ready whenever you are.

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