Using Custom Data Tags in the Classic Experience

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Can't find a data tag that suits your needs? You can always create your own. Custom data tags come in two varieties, content block and single text tags, and each type can be account-wide or event-specific.
 
NOTE: These instructions are for the Classic Experience. If you're using the New Experience, reference this article instead.
Creating a Simple Text Tag

Intended for brief strings of letters, numbers, and symbols, simple text tags have a 5,000 character limit. They're best used for frequently changing data (e.g. total clients or annual revenue).

1 Access the Custom Tag Details page. Begin by clicking Admin in the top right. Hover over Account and, under General, click Custom Data Tags.

2 Create the tag. Click Create Custom Tag, then ensure Simple Text is selected. Enter a name and data tag code. Whatever you type in the Value textbox is what will appear when the data tag populates.

 
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Once you're done, click Save.
 
NOTE: Event-specific simple text tags can be added under Promotion & Communication > Email > Custom Data Tags.

Creating a Content Block Tag

Content block tags allow for more versatility with a much roomier 5,000 character limit and the ability to contain links, images, and even other data tags. Use them to automate entry of content you routinely reuse throughout multiple events, emails, or registration paths (e.g. speaker biographies, disclaimers, or cancellation policies).

1 Access the Custom Tag Wizard. Begin by clicking Admin in the top right. Hover over Account and, under General, click Custom Data Tags.


2 Create the tag. Click Create Custom Tag, then ensure Content Block is selected. Enter a name and data tag code.

Since a content block can be inserted in both HTML and plain text emails, you will need to define two versions. Whatever you type in the Value textbox is what will appear when the data tag populates. Click HTML... to access the HTML Editor. Type out the content that you want to display in the tag, then click OK.

 
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NOTE: Custom JavaScript that is entered in an HTML content block data tag is not supported in Flex events. Use a code widget instead.

Click the Copy from HTML Values button, and the text you entered in the HTML Editor will be pulled into the Plain Text value. Images and links will not appear.
 
Once you're done, click Save.
 
NOTE: Event-specific content block tags can be added under Promotion & Communication > Email > Custom Data Tags.

Inserting Custom Data Tags in your Event Website

1 Access the Site Designer. Begin by selecting your Flex event. To go to registration, hover over Website & Registration and, under Registration, click Registration Process. For the website, hover over Website & Registration and, under Website, click 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.

 

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4 Insert the data tag. The data tag list will open to the left. From the dropdown, select Account Custom Tags or Event Custom Tags. Then click on the custom tag you want to add and choose your custom tag code from the dropdown.
 

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Click Apply.

Once you're done, click Save to preserve your changes and continue working or Publish to make these changes available to invitees.

 

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