Auto name fill

Hello!

I would like to send out a generic sales email to all my ‘never before contacted’ contacts.

I know I need to create an email template, and then apply the filters to whom to send that email.

Is there a way for Hubspot to Auto to fill the contact’s name to that generic email so they are personally addressed?

Thank you for your help!

Hi @VSchwidrowski,

Yes, this can be done with personalization tokens: Use personalization tokens

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

Ok! Thanks so much for your answer.

Just a follow-up question;

I have many contacts saved under the name: General due to only finding general email and no specific contacts.

This means I will send 2 generic emails, one with a vague hello and the other addressed to a specific person.

Does sending the email to all the ‘generals’ work in the same way, that I can put in a filter to send it to any never before contacted emails with the name general?

Thank you :slightly_smiling_face:

Hi @VSchwidrowski,

I’d recommend clearing “General” from the first and last name fields (it’s misleading as it’s a non-information). Once deleted, you can specify a default value for your personalization: Create default values for personalization tokens

Best regards!

Hi @karstenkoehler

Thanks for your reply, the problem is I have about 300 companies with contacts named general, and changing them individually will take a very long time. Is there a way of doing this all at once and if not can you think of any other way I might be able to solve my initial problem?

Thank you!

Hi @VSchwidrowski, yes you can filter for these names and bulk update them: Bulk edit records

Hi @karstenkoehler
Ok, the only thing I don’t understand is what to change the general names to? Am I correct in thinking that to have a contact saved it also needs to have a name?

Hi @VSchwidrowski,

No, the field can be blank. You would save it to an empty value.

Hello again @karstenkoehler Please disregard my previous message. Upon attempting to bulk edit general names, I have bulk-selected the correct contacts, when I go on edit, however, I am only able to edit the company name. There is no option for contact name or first name etc

Hello again @karstenkoehler Please disregard my previous message. Upon attempting to bulk edit general names, I have bulk-selected the correct contacts, when I go on edit, however, I am only able to edit the company name. There is no option for contact name or first name etc

Hi @VSchwidrowski,

Can you please confirm which object you’re editing - contact or company?

hi @karstenkoehler I am editing contacts. All contacts labeled general.

Hi @VSchwidrowski,

You’re right, the First name property is not available for bulk editing, I had missed that.

Do you have access to workflows?

Hi @karstenkoehler
Yes I have access, currently we have no workflows setup though

Hi @VSchwidrowski,

This would be a simple workflow then to clear the “General” from the first name field. (Adjust the enrollment trigger if it’s last name instead.)

Hello @karstenkoehler

Yes, this worked!

Great thanks for your time and patience, thank you!