Hi! I’m working on incorporating Smart Rules into our email content, but am running into some execution roadblocks.
In this particular case, I’m have one content module that utilizes smart rules, and can show 5 different versions based on segment membership.
When it comes to actually sending the email, do I add those 5 segments to the “Send to” field?? I’m not sure what I should be putting there. Also, once the email is sent, will I be able to see if the smart rules displayed correctly for their associated segments?
I’ll take any and all help/advice on this!!
Hi @CTierney1,
The recipients of your email can be the same segments you used for your smart rules, but they don’t have to be.
To give an example: You could create a segment that contains all of your customers. You now have an email you want to send to contacts that have registered for a webinar, but want to display different content for customers vs prospects. You can use your list of all customers for the smart rule, but you don’t have to send the email to all customers, just the registrants for the webinar. In other words, the segments should have at least the size of your recipient lists, but they could as well be a lot bigger. If you’re still unsure about what to do, please share more about your email and recipients.
To view the actually sent emails, including smart content, there is a new product update which helps with that: HubSpot Login and Sign in
Best regards!
This was INCREDIBLY helpful, thank you very much!!