How to add tokens to forms

Owned by AlexandriaD (Unlicensed)
Last updated: Aug 18, 2016
3 min read

Tokens enable our forms to pull information from different areas of the CRM such as:

  • Customer Information (Customer Profile)
  • Lead Vehicle Information  (Inventory)

  • Sale Information (Desking Tool)

Open Adobe to the form you would like to add tokens to (or a new page) Once you have selected the form you would like to work with click on Tools in the top left of the window. From this window you will want to select "Prepare Form"

 

Clicking Prepare Form will enable you to make adjustments as well as add tokens to specific fields. 

To create the text fields for the tokens, Click the T with a cursor next to it and click and drag to form the field. You can also double click the screen and the text fields will automatically populate, you will just need to make 
them the desired size.  

Once you have made the text field, double click (or right click) and a properties box will appear. Here you will input the token, as well as make any adjustments to the format (Font, Size, Alignment etc.)

 

Additional Tools:

  

 

Once you have added all  your tokens and made all the desired adjustments, save the file and open the dealership CRM you are wanting to add it to.

After you log into the CRM hover over the email tab and select "Templates"

In the top left click the Doc link, this will take you to the page you will use to upload the form you have just made. 

Once the form is uploaded, it is recommended that you sign out and back into the CRM to ensure the adjustments have taken place, Open a customer profile and test the form.