Email personalization for custom objects

Smart CRM & Sales Hub Sales Email
1

Is it possible to use tokens from a custom object to fill out information in an email template?

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Hi @kieranknock, Yes. If you have an enterprise account you should be able to use tokens from your custom objects in automated marketing emails. Here’s a similar thread where this was brought up. And here’s a link to the documentation.

As mentioned above, they must be automated marketing emails and as per the article there are a few limitations:

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  • If you insert a custom object personalization token into your automated marketing email, it will only render the associated property if you’re using the email in a workflow based on your custom object.
  • If the name of your custom object contains a hyphen (e.g., custom-object), the email will not be able to render personalization tokens for properties of that object. Learn how to edit the name of your custom object.
  • If you select a date property (e.g., Date of last meeting booked in meetings tool), the date will be rendered in your email, but the time and timezone data will be omitted.

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Please let me know if you have any questions.

Thanks,

Ben