A client emails me and asks me to confirm some contract info that my Ops team has saved as a Custom Property under the Company.
How do I pull that info (like Personalize in Templates and Snippets) without taking 2 mins per email to dig through the Properties and look up the info to manually copy/paste it?
If the answer is “upgrade to SalesHub Uberpremium,” just take my money, please, because I need this feature.
Hi @TKonicki The easiest way to do this would be using snippets with personalization tokens.
@karstenkoehler outlines the steps to create personalization tokens here.
I did some testing though and learned that your custom property has to be in one of the existing “Groups” like “Company Information” for it to be available in Snippets as a personalization token.
When I create a custom property in a custom group, neither are visible in the dropdown.
If you can’t find your custom property in the company dropdown for personalization tokens, try editing the property to change the group and check again.