topic Re: Personalization Tokens - Line Items in Sales Email

Personalization Tokens - Line Items

DanteDee — Thu, 28 Jan 2021 22:21:34 GMT

Hello,

I am having trouble displaying personalization tokens for line items in our emails. When integrating a personalization token for a line item, the only value that appears is the default value (null in my case).

It is odd because I am able to retrieve the correct information when using the personalization tokens for the deal. It just will not work for line items. Even though the line items is associated with the deal.

Am I missing something? A speedy response would be very helpful since my subscription is running up soon. I would like to publish my workflow before then so I can decide to re-subscribe again.

Thanks,

-Dante

Re: Personalization Tokens - Line Items

karstenkoehler — Fri, 29 Jan 2021 06:02:01 GMT

Hi @DanteDee,

Line item personalization tokens are only valid in deal-based workflow emails – could you confirm you're working on a deal-based workflow and not a contact-based workflow?

Hope this helps!

Re: Personalization Tokens - Line Items

DanteDee — Fri, 29 Jan 2021 13:40:33 GMT

@karstenkoehler ,

Here is my deal workflow for this deal stage. The email I am trying to add the line item personalization to is called "Abandon Cart - ABS".

Right now I have added two line items into the deal "Test - 4" as you can see below. "Test - 4" is using the deal workflow above and is in the "Checkout Stage - Shipping" stage.

Re: Personalization Tokens - Line Items

karstenkoehler — Fri, 29 Jan 2021 16:02:32 GMT

Hi @DanteDee,

In your test, is the email sent without the personalization token or is it not sent at all? Have you check the workflow history tab for any clues?

It's hard to tell without being able to access these assets – since you're on a Professional subscription, I'd recommend reaching out to HubSpot support. They can help identify the issue right in your portal.

Best regards!

Re: Personalization Tokens - Line Items

DanteDee — Fri, 29 Jan 2021 16:21:18 GMT

@karstenkoehler

The workflow works perfectly fine. I am able to recieve the email with the personalization tokens but the line item personalization tokens are the defualt values. However, the deal personalization tokens are getting the correct information.

Here is the Email format:

Here is the Email I receive:

Here is the line item in this particular deal:

It is quite odd why the deal personalization tokens work but the line items personalzation tokens do not.

Thanks,

-Dante

Re: Personalization Tokens - Line Items

DanteDee — Fri, 29 Jan 2021 17:08:24 GMT

@karstenkoehler

I got the answer directtly from support! Personalization tokens are not supported when using standalone line items (no eccomerce connection). So if you created the line item manually the personalzation token will not work.

The only work around I found was to create a custom module and use HTML / HUBL code to display the line item properties.

Code used:

{% email_each list="deal.line_items" item="line_item" %} /// THIS IS WHERE YOUR LINE ITEMS GO {% endemail_each %}

Thank you for all your help with this issue!

-Dante

Re: Personalization Tokens - Line Items

CMusella — Mon, 14 Jun 2021 14:58:18 GMT

This is great! I'm just getting into HubSpot custom modules. I want to create a marketing email that triggers from a workflow to send. I want it to include the line items from the deal. Where would I use the snippet: {% email_each list="deal.line_items" item="line_item" %} /// THIS IS WHERE YOUR LINE ITEMS GO {% endemail_each %}

Thanks for the help @DanteDee

Re: Personalization Tokens - Line Items

DaveGoff2 — Mon, 30 Aug 2021 22:37:01 GMT

Hi DanteDee

This look like exactly what I need. Can you elaborate a bit on how you have this set up?

Re: Personalization Tokens - Line Items

DanteDee — Tue, 31 Aug 2021 13:16:34 GMT

@CMusella

I hope this helps @DaveGoff2 as well.

Sorry for the late reply.

It has been a long time since doing this project so forgive me if I am not all that helpful. In my example I created a "Line-Items in Email" module within the email template and then edited the code to display the items unique to the person receiving the email.

Here is what my email looked like:

Here is how I achieved it:

<span style="font-family: Georgia; font-size: 14px;">
{% email_each list="deal.line_items" item="line_item" %}
{{ personalization_token('line_item.name', 'null') }} ... <small>x</small> {{personalization_token('line_item.quantity', '0')}} ... $ {{ personalization_token('line_item.price', 'null') }}
<br>
{% endemail_each %}</span>

I remeber having to use the Products & Qoutes functionality inorder to get that code working. Since the code used above is referencing the product line items. As you can see here I created two items in my product list.

As for testing my code, I basically created a dummy "Contact" and assigned them one of the two products. Then when I sent out the email, it would populate based on which product I assigned to them.

Sorry, I wish I can remember more of how I acheived this. My best advice would be to get in contact with support thye were super helpful and turned my week long project into an hour long project.

Hoped this helps,

-Dante

Re: Personalization Tokens - Line Items

DaveGoff2 — Tue, 31 Aug 2021 16:38:31 GMT

Got it, thanks for the reply!

I ended up finding some abandoned cart code that I'm modified and I think between what you provided, thanks again, and this, I'll be able to work it out. 🙂

{% email_each list="deal.line_items" item="line_item" %} <table class="templateColumnWrapper" cellpadding="10" style="margin-top: 20px;"> <tbody> <tr> <td class="column" style="vertical-align: middle;"> <img src="{{line_item.ip__ecomm_bridge__product_image}}" width="130" style="max-width: 130px;"> </td> <td class="column summary" style="vertical-align: top;"> {{ module.order_summary }} </td> </tr> </tbody> </table> {% endemail_each %}

Re: Personalization Tokens - Line Items

SleepyBoBos — Fri, 19 Nov 2021 06:40:41 GMT

Good news is looks like you can now add line items in via a widget when you create an email

Re: Personalization Tokens - Line Items

CMusella — Fri, 19 Nov 2021 12:11:29 GMT

@SleepyBoBos can you share how to do that?

Re: Personalization Tokens - Line Items

SleepyBoBos — Mon, 22 Nov 2021 00:48:40 GMT

Apologies, looks like I jumped the gun. When I looked into this further its just the ability to add line items from a cart and as long as you have Magento\Shopify etc

Re: Personalization Tokens - Line Items

AMorrissey00 — Tue, 21 Feb 2023 21:24:00 GMT

I can't get mine too appear i have like 173 line items