Add deal properties to email personalization

@Shay I see the same thing and there is a simple reason for that: a contact can have multiple deals so an email personalization deal token can’t be used in a contact automation.

Let me give you an example:

Contact name = Donald

Donald has 3 deals, each being named “Donald - Red Product”, “Donald - Blue Product” and “Donald - Yellow Product”.

Now I build an email template to be used for contact based automation, here it is:

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Hi {Contact_Name},

I am your account manager taking care of your deal {Deal_Name}.

Best,

XXXX

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Question: which deal name shall HS use out of the 3? It can’t know hence HS has not built deal token at email template.

The above template could be used in a deal based workflow, not in a contact based workflow. But HS has not built that.

Even for deal based workflow, the above email is challenging because which associated contact shall you send the email to? Currently it sends to all… What we would need is to qualify how each contact is associated to a deal (like in Salesforce). Then you say "send an email to the contact who has role “main client POC”.

Hope it helps.

Adrien