**
**
Q: I’m creating an email for every piece of collateral multiplied by the number of salespeople. Is there any way I can dynamically generate the email, based on the collateral & assigned salesperson??
Short A: Totally … use smart content and lists.
Longer A:
-1- You’ll want to build smart lists that add contacts as they download assets.
Examples:
- Contacts Who’ve Downloaded Ebook - Web Dev
- Contacts Who’ve Downloaded Whitepaper - HubSpot
- Contacts Who’ve Downloaded Case Study - Acme Printing
-2- You’ll want to clone your email template and make the email body in the new template ‘smart’ as follows …
(see image)
Basically, you’re adjusting the content of the email body to accommodate the list to which the recipient belongs. Remember, if a contact belongs to more than one list the first smart content rule that matches will fire …
-3- Finally, you’ll want to use a personalization token within each email body signature so that the email is signed using the assigned salesperson.
Always happy to help you build on HubSpot.
Best,
Frank
Help find this post quickly … accept this solution now.