--- title: How to Create and Utilize Custom Tokens description: How to Create and manage dynamic tokens to personalize your campaign content at scale. With Custom Tokens you can insert custom text, URLs, or calculated values in your campaigns. --- [Skip to content](https://help.steercrm.com/knowledge/how-to-create-and-utilize-custom-tokens#main-content) English Show submenu for translations [![Steer_AutoOps_Brand_Marks-all-white](https://help.steercrm.com/hs-fs/hubfs/Steer_AutoOps_Brand_Marks-all-white.png?width=100&height=34&name=Steer_AutoOps_Brand_Marks-all-white.png)](https://help.steercrm.com/knowledge?hsLang=en) - Events & Webinars Show submenu for Events & Webinars - [2026 July Town Hall](https://steer.io/events/july-town-hall-2026) - [All Recorded Events](https://steer.io/events) - Campaign Templates Show submenu for Campaign Templates - [Email Templates](https://steer.io/email-templates) - [Post Card Templates](https://steer.io/direct-mail-postcards) - [Letter Templates](https://steer.io/direct-mail-letters) - Video Tutorials Show submenu for Video Tutorials - AutoOps Tutorials - Steer Tutorials - Steer Phones Tutorials - Login Show submenu for Login - [AutoOps Dashboard](https://dashboard.autoops.com) - [Steer Dashboard](https://app.steercrm.com) - [Steer Phones Dashboard](https://phones.steerphones.com) Open main navigation Close main navigation - Events & Webinars Show submenu for Events & Webinars - [2026 July Town Hall](https://steer.io/events/july-town-hall-2026) - [All Recorded Events](https://steer.io/events) - Campaign Templates Show submenu for Campaign Templates - [Email Templates](https://steer.io/email-templates) - [Post Card Templates](https://steer.io/direct-mail-postcards) - [Letter Templates](https://steer.io/direct-mail-letters) - Video Tutorials Show submenu for Video Tutorials - AutoOps Tutorials - Steer Tutorials - Steer Phones Tutorials - Login Show submenu for Login - [AutoOps Dashboard](https://dashboard.autoops.com) - [Steer Dashboard](https://app.steercrm.com) - [Steer Phones Dashboard](https://phones.steerphones.com) - English Show submenu for translations - [Support](mailto:help@steer.io) [Support](mailto:help@steer.io) How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.steercrm.com/knowledge?hsLang=en) 2. [Marketing](https://help.steercrm.com/knowledge/marketing?hsLang=en) 3. [Campaign Creation & Management](https://help.steercrm.com/knowledge/marketing?hsLang=en#campaign-creation-management) September 9, 2025 # How to Create and Utilize Custom Tokens How to Create and manage dynamic tokens to personalize your campaign content at scale. With Custom Tokens you can insert custom text, URLs, or calculated values in your campaigns.  **Jump To:** [How to Create a Custom Token](https://help.steercrm.com/knowledge/how-to-create-and-utilize-custom-tokens#create-custom-token) [Managing Custom Tokens Across Multiple Locations](https://help.steercrm.com/knowledge/how-to-create-and-utilize-custom-tokens#multiple-locations-tokens) [How to Utilize Custom Tokens in Campaign](https://help.steercrm.com/knowledge/how-to-create-and-utilize-custom-tokens#how-to-utilize-custom-tokens) ### How to Create a Custom Token In Steer, Navigate to: 1. **Settings.** 2. Click the location drop down in the Upper Right and click All Locations.  3. Click on the Tokens page when on the Tenant Settings page. ![Custom Tokens Page](https://help.steercrm.com/hs-fs/hubfs/Knowledge%20Base/Custom%20Tokens%20Page.png?width=688&height=385&name=Custom%20Tokens%20Page.png) 4. Click **+New Token.**  ![Add Custom Token](https://help.steercrm.com/hs-fs/hubfs/Knowledge%20Base/Add%20Custom%20Token.png?width=688&height=385&name=Add%20Custom%20Token.png) 5. Fill out the required fields to build your custom token:      a. **Name:** utilize a name that identifies this token & it's content (coupon expiration, employee name, etc.)       b. **Token:** this will auto generate based on the name you give.       c. **Type:** ***Token Value*** vs. ***Days After Sent***           i. ***Token Value:*** *enter the Text, URL, discount amount, or any static value you would like to automatically insert in your campaign. This value will replace the token wherever it is used across your content.*          ii. ***Days After Sent:*** *this date will be dynamically calculated from the moment the campaign is sent. Use this type for items such as campaign expiration dates. Date format appears as: Month, Date, Year.* 6. Save your token.  ### Managing Custom Tokens Across Multiple Locations If you manage multiple shops under the same Steer Tenant, you are able to adjust the value of the custom tokens you create across your shops.  While on the Token screen in tenant settings, click the **Edit (pencil)** icon beside the token of your choice. This will allow you to adjust the values of the token across your locations, customizing the value per location while utilizing the same token consistently across locations.  ![Custom Tokens at Multiple Locations](https://help.steercrm.com/hs-fs/hubfs/Knowledge%20Base/Custom%20Tokens%20at%20Multiple%20Locations.png?width=688&height=383&name=Custom%20Tokens%20at%20Multiple%20Locations.png) ### How to Utilize Custom Tokens in Campaigns After creating your custom token, you can easily apply your token to your text and email campaigns.  In Steer, Navigate to: 1. **Platform.**  2. **Campaigns** > **Active. ** 3. Create a New Campaign in any section, or add your token to an existing campaign by editing the campaign.  4. To add your token to a **Text Campaign:**      a. Click the **{}** when in the text template builder, in the lower right corner.      b. Click **Custom Tokens**.       c. Select the custom token you would like to use; the token will be inserted into your text message template. When the customer receives the text they will see the value you set for your token when creating the custom token.  ![Screenshot 2025-09-09 at 8.58.59 AM](https://help.steercrm.com/hs-fs/hubfs/Screenshot%202025-09-09%20at%208.58.59%20AM.png?width=688&height=276&name=Screenshot%202025-09-09%20at%208.58.59%20AM.png) 5. To add your token to a **Email Campaign:**      a. Click **Tokens** when in a text box while in the email template builder.      b. Click **Custom Tokens** from the dropdown.       c. Select the custom token you would like to use; the token will be inserted into the email text box. 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