Date personalization on email

Marketing & Content Hub Email Marketing Tool
1

Hi everyone,

I am creating a reminder email for a customer that will be part of the birthday email flow on HubSpot.

In the first email, the customer will receive a message saying they can use the discount for the next 30 days. In the second email (if they haven’t used the discount), it will be a reminder that they have a certain number of days left to use the discount. In this second reminder email, the copy includes this text: “You have until XXX to take advantage of this exclusive offer, don’t miss the opportunity to take care of your bones and joints with Colnatur products”, and I would like to

add a personalized part in the copy based on the customer, indicating that they have 7 days left to use the discount based on the day they received the first email.

Anyone can help me with that?

Thanks

2

Hi @FMaida,

Assuming that you’re managing this through a workflow based on a contact date property…

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… here’s what I would do:

  1. Create a property “Birthday (current year)” – assuming that you’re sending the discount on the birthday
  2. As a first step in your workflow, set the value of “Birthday (current year)” to the date of the step
  3. Create a calculation property Create calculation and rollup properties that adds 30 days to the “Birthday (current year)”, see a draft below (you would use the custom property from step 1, not create date)

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And voilà, now you have a property that stores the date of validity for the discount which you can use in your email for personalization.

Best regards!

3

Hi Karstenkoehler,

Thank you for your big help!

Can you please just explain to me this part?

"1. Create a property “Birthday (current year)” – assuming that you’re sending the discount on the birthday:

2: As a first step in your workflow, set the value of “Birthday (current year)” to the date of the step (especially this I don’t really understand)"

Thank you!

4

@FMaida sure.

Here’s how you would create a date property: Create and edit properties

Once created, you can use the ‘Set property value’ workflow action to set it to the current date.

If anything remains unclear, please specify where exactly you’re getting stuck.