Hi everyone!
I am currently in the process of doing an outreach to potential leads, and would like the email to be as personalized as possible.
Is there any way I can automate the associated company to the owner in the body itself?
Example: We help organizations like <name of the contact’s company> shape policies..
Thanks in advance for your answers!
Hi @MariaDP,
Yes, this can be done with personalization tokens:
This would pull the value from the contact property Company name. If you want the name of the associated company record, simply change the “Type” dropdown to company and look up company name there.
Don’t forget to preview the email for a couple of contacts to see if it works like expected:
Best regards
@MariaDP this is the value that would be used if HubSpot cannot find a value on the contact record, in other words, if the field is empty.
You would put something in here that works grammatically and makes sense for this email, e.g. “your company”, which would result in a “we help clients like your company”. In other words, it helps with not making the content / flow break when something’s missing.
