topic Re: Forwarding timeline tokens to e-mail in Data Hub

Forwarding timeline tokens to e-mail

TLazar — Thu, 08 Jun 2023 12:59:11 GMT

I created a timeline event where I send the token and it works great for me.

Timeline event template:

Activity user:

POSTMAN request

I've created a workflow that, after a timeline event occurs, sends an email to that user.

I'm wondering how to use this token in an email if I'm sending a universal email to most users and I don't want that information to be associated with the user. I want to pass it through a timeline event to a workflow that will pass it to an email

Workflow

Email template:

Email:

I use the Sales Hub Professional Onboarding package

Re: Forwarding timeline tokens to e-mail

kvlschaefer — Fri, 09 Jun 2023 11:47:38 GMT

Hi @TLazar,

Welcome to the Community and HubSpot!

This is a great question 🙂

Let's invite our subject matter experts to see if they have insight.

Hi @JBeatty, @HFisher7, @louischausse - Do you have any experience with this use-case? Do you have any recommendations for @TLazar? Thank you!

Cheers,

Kristen

Re: Forwarding timeline tokens to e-mail

TomM2 — Fri, 09 Jun 2023 12:08:24 GMT

Hey @TLazar email personalization tokens pull from object properties, they can't pull from timeline events at the moment.

Generally I would advise using a workflow to copy the value into a custom contact property that could then bse used as a personalization token, but you did mention that you don't want this to be the case.

One thing you could do is create a custom object to store your global values into you could then associate this custom object with any contacts you wish to use and copy the value into a custom object property. However, custom objects are only available to enterprise level accounts.

Another workaround could be to create your email via the marketing emails api and have your custom scripts populate these personalized tokens.