We want to be able to automatically populate the team’s emails with a standard email signature that dynamically inserts sales rep information. The HS tokens that work are {{ user.phoneNumber }}, and {{ user.firstName }} but we also created custom tokens like job_title that we would also like to insert into the email signatures but do not know how to access these user-specific variables. {{ user.job_title }} does not work. Is it {{ custom.job_title }} or {{ tokens.job_title }}???
Hi @AMalek8,
As part of a preset, you should see the typical “Personalize” dropdown which lets you add the tokens: Manage user preferences with presets
Via “Manage email tokens” (below the toggle), you can add custom tokens.
- To manage personalization tokens, click the Setup tab at the top of the page. Then click the Email Signature tab and Manage email tokens.
- On the Manage email tokens right panel, click + Add email token and type a set value in the text box. You can add up to 5 email tokens. Tokens can only have lowercase letters (a-z), numbers (0-9), and underscores. They must start with a letter.
- Once you have created your email tokens, click Save.
- To assign an email token to a user, on the Presets tab, hover over the preset, click the Actions dropdown menu, and select Assign Email Tokens.
- To customize users email tokens, click the checkbox next to the users you want to customize, and then click Edit.
- Under the email token value, type the name you want to populate on the email token for the user.
- Click Save.
Best regards!
Hi,
Looking into this issue too, namely to make use of the existing user field: Job title that is already available under the user preferences tab.
I can easily create a new custom token and then populate it, but for Job Title there is already a field available. Could you let us know why that field isn’t available as a standard token? Seems like an oversight / missing token.
Otherwise we will have create a custom token for: Job_title and then remember to update this for all new users over and above what is already a field under preferences?
Hope this makes sense. Just trying to understand the best way to do this.
Thanks
Hi @PJohns, I hope that you are well!
Thanks for reaching out to the HubSpot Community!
I can see on this post “User Job Title on Presets” that Job Title data should be accessible for your users by going to Presets, hovering over the name of the preset and clicking Actions > Assign email tokens.
If you hover over a user and click Edit, you can update this information for all users in the preset.
If this is not what you are looking for, for new feature suggestions, I’d recommend first to search and check if this idea is already present on our Ideas Forum here. If you find a similar idea, give it an upvote and share your unique use case in the comments.
If the idea doesn’t exist already, please consider posting and creating a new Idea on our Ideas Forum here.
Thank you for being part of the discussion!
Have a wonderful weekend!
Bérangère
Hi,
Sorry, you missed my point.
There is already a HubSpot property for Job Title under the User > Preferences - so wondering why that is not available as a token we can use in emails?
Very strange to have missed that in the design of this module / part of HubSpot?
Hi @PJohns and thanks for the clarification.
Got it! In that case, for new feature suggestions, I’d recommend first to search and check if this idea is already present on our Ideas Forum here. If you find a similar idea, give it an upvote and share your unique use case in the comments.
If the idea doesn’t exist already, please consider posting and creating a new Idea on our Ideas Forum here.
Thank you for being part of the discussion!
Have a great day!
Bérangère
Hi @karstenkoehler - accessing custom email tokens is through userToken not user. I did your method by selecting from the dropdown then switched over to html and sure enough I saw {{ userToken.job_title }} so I could further customize my email using html.