Can I change personalization token value in automated email after contact is enrolled in sequence?

KlemenHrovat — Fri, 06 Dec 2024 08:27:25 GMT

Hey, I have a challenge with HubSpot Sequences and haven’t found a solution yet.

Challenge: Part of email templates in the sequence are personalization tokens. Some of the personalization tokens might be changed in time. When I enroll a contact into the sequence, the email to be sent is fixed and set in stone using the value of a property as it is when I enroll the contact.Can the email be sent in the sequence with the new value in a property if that changes before the email is sent?

For now, I was told that I might need to set up the "manual" email send so the rep pulls the most recent value from the contact property.

I heard about using Workflows as a workaround (exploring that option further), but I'm curious if there are other options for how to achieve that with automated emails in sequences.

Re: Can I change personalization token value in automated email after contact is enrolled in sequenc

karstenkoehler — Fri, 06 Dec 2024 08:30:45 GMT

Hi @KlemenHrovat,

Correct, sequence emails are personalized at the time of scheduling, they don't dynamically reference the token at the time of sending. In that sense, I don't see any workarounds beyond making it a manual send.

Automated workflow emails work differently, they pull the value for a token at the time of sending. However, these emails behave differently entirely, they're not sent from a personally connected inbox but (technically) as a bulk send via a connected and authenticated marketing email sending domain. It's a simplification but generally these emails have a higher likelihood of being categorized as promotional or spam.

They're not really a replacement for sequences, also considering that they don't follow the same unenrollment rules like sequences: https://knowledge.hubspot.com/sequences/unenroll-from-sequence#automatic-unenrollment (Similar criteria can however be setup.)

Let me know if you have any follow-up questions!

topic Re: Can I change personalization token value in automated email after contact is enrolled in sequenc in Sales Hub Tools

Can I change personalization token value in automated email after contact is enrolled in sequence?

Re: Can I change personalization token value in automated email after contact is enrolled in sequenc