topic Re: variable to get first name, last name and email of the account that connects to HS in CMS Development

variable to get first name, last name and email of the account that connects to HS

CRios3 — Sun, 18 Aug 2024 14:38:20 GMT

Hi there!

I'm creating an email template with hubl where I need to get the email, first and last name of the person who connects to that account and then compare it with some values that I have in hubdb, but I can't find those variables:

also try: user.mail

<p>Email: {{ contact.email | default("Email no disponible") }}</p>
<p>Nombre: {{ contact.firstname | default("Nombre no disponible") }}</p>
<p>Apellido: {{ contact.lastname | default("Apellido no disponible") }}</p>
<p>Teléfono: {{ contact.phone | default("Teléfono no disponible") }}</p>
<p>Fuente: {{ contact.hs_analytics_source | default("Fuente no disponible") }}</p>

But they don't appear to me, what would be the variable or the way to correctly call that data????

The idea is to make a template and when the email is sent the signature appears with the name and surname of the corresponding account.

thank you!

Re: variable to get first name, last name and email of the account that connects to HS

Jnix284 — Sun, 18 Aug 2024 23:18:40 GMT

Hi @CRios3 I believe what you're looking for is the Contact owner property to make it appear as though the email is coming directly from the contact owner with their details in the signature.

Contact owner pulls data from the owner assigned to the contact. You can include details like the owner's name or email address.

To access as personalization tokens:

From Name: Use the Contact owner's full name (e.g., {{owner.first.name}} {{owner.last.name}}) From Email: Use the Contact owner's email address (e.g., {{owner.email}})

To access these values with HubL:

Re: variable to get first name, last name and email of the account that connects to HS

CRios3 — Mon, 19 Aug 2024 12:15:24 GMT

Hello and thanks for responding! I still have problems 😧

I did the test and this shows me (I understand you own the CRM?)

The idea is to show me the person who connected to the CRM, that is, indicate my account email, name and surname:

But I can't find a way to upload my email cristian.r@cebra.com, nor my first and last name (Cristian Rios) 🥹

Este es el codigo:

<!doctype html>
<html>
<head>
<title>{% if content.html_title and content.html_title != '' %}{{ content.html_title }}{% else %}{{ content.body.subject }}{% endif %}</title>
{% if content.meta_description %}<meta name="description" content="{{ content.meta_description }}"/>{% endif %}
<style type="text/css">
body {
font-family: Arial, sans-serif;
background-color: #f4f4f4;
margin: 0;
padding: 0;
text-align: center;
color: #333;
}
.container {
max-width: 600px;
margin: 20px auto;
background-color: #ffffff;
padding: 20px;
border-radius: 8px;
box-shadow: 0 0 10px rgba(0, 0, 0, 0.1);
}
.footer {
font-size: 12px;
color: #888;
margin-top: 20px;
}
</style>
</head>
<body>
<div class="container">
<h3>TEST</h3>

From Name: Use the Contact owner's full name (e.g., {{owner.firstname}} {{owner.lastname}})
From Email: Use the Contact owner's email address (e.g., {{owner.email}})
<br />
<br />
<hr />
<br />
<br />
{{ contact.hubspot_owner_id }}
{{ contact.hubspot_owner_firstname }}
{{ contact.hubspot_owner_lastname }}

</div>

<div class="footer">
<p>
{{ site_settings.company_name }} 
{{ site_settings.company_street_address_1 }} 
{{ site_settings.company_street_address_2 }} 
{{ site_settings.company_city }} 
{{ site_settings.company_state }} 
{{ site_settings.company_zip }} 
{{ site_settings.company_country }} 
</p>
<p class="unsubscribe-links">
You received this email because you are subscribed to {{ subscription_name }} from {{ site_settings.company_name }}.
<br/>
<a class="hubspot-mergetag" data-unsubscribe="true" href="{{ unsubscribe_link }}">Update your email preferences</a> to choose the types of emails you receive.
<br/>
<a class="hubspot-mergetag" data-unsubscribe="true" href="{{ unsubscribe_link_all }}">Unsubscribe from all future emails.</a>
</p>
</div>
</body>
</html>

Re: variable to get first name, last name and email of the account that connects to HS

Jnix284 — Tue, 27 Aug 2024 23:26:55 GMT

Hi @CRios3 I'm not sure I understand what you mean by uploading your email, it would be based on your user email for HubSpot since you're the owner and your account profile is where your first and last name would come from.