Smart-Rules for Saved Sections

Status: Not Currently Planned

Status history

Hubspot please make this feature happen. We have Smart Rules in E-Mails with 10+ rules - it is very tedious to set up the Smart Rule each and every time

Would love to see this option as we are using an image with smart rules based on contact owner (via list) at the end of emails for our sales team members. Setting this up 17+ times is a bit annoying especially when adding in the MailTo Link on each image, swapping images, and basically repeating if A/B testing anything.

Hi,

I’m currently setting up e-mails with some smart content rules. The saved section part is already a life saver, but it would be much more valuable if it would include all the added smart rules I set up. Now it takes a lot of time to copy the same rules, and it’s also prone to mistakes.

Yes please consider this! For email houses like ours (3 mil+ emails a year) - adding this feature could save us MASSIVE time when setting up our communications.

I wanna second this. I was sooo happy to create my smart rules for salutions and save them as a reusable section just to find out a moment later that the smart rules are lost in the saved section. Please make smart rules for saved sections possible - quickly!

As an Agency Partner, we’ve already seen Client use cases for this - would be a real value-add if we could get this over the line!

This is sth my customers onboarding to HubSpot ask for whenever we train the marketing email/newsletter tool. They don’t want to have to make the smart rule every time they add an element, they want to control a group of newsletter elements and make them “smart”.

I just submitted an idea relating to this topic, but it builds on top of the idea of having smart rules for entire sections.

My customers ask for the ability to not show an element and/or a section if their contact is not a smart rule list member. I.e. they wish for the ability to hide elements/sections with smart rules. Currently, if you have a smart rule button that you want your customers to see, you need to have a button shown also for non-customers. My customer wished there was no button for non-customers.

You can upvote the idea here: https://community.hubspot.com/t5/HubSpot-Ideas/Show-nothing-as-an-option-for-quot-Smart-Rules-quot/idi-p/782053#M141027 :victory_hand:

@AKettula
we created modules and we have an option for each module: Hide completely. So if we add a module we assign it to list. If the recipient is on the list the module is displayed and the default option of the smart rule shows the empty modul.
Works fine hope this helps

this idea would be a super-time saver!

The feature is great!! but…

If the saved section has smart content, doesnt make any sense it cant be saved and used in other emails.

If a section has 10 smart rules, and I want to use it in 10 emails, I have to create 100 rules? for one single section?

… to be a really time saver I expect more from HubSpot email. Pls :slightly_smiling_face:

@ThomasWeis thank you for your reply and for the tip! So you have a module that you “hide”, which is the normal view that is displayed. Then you have the smart rule view displayed for list members. Got it, but could you elaborate on the “hide completely” option? How do you hide a module, where do you enable such an option?

For me, when I create e.g. a module with a button and want to add a smart rule to this button, I can only display the button with or without a smart rule. I haven’t identified a way to not display the button without a smart rule.

Thanks for your time & support here :victory_hand:

@AKettula
we create a module. On the that module we have a toggle property: Hide Module Y/N

the first line of code then indicate if the module is displayed or not
{% unless module.configuration.hide_module %}

the smart rule is valid for the whole module. Means for instance. You add a promotion valid for Austria. So the module is only displayed (Smart rule - List Membership Austria). For the other countries (default) the module you select “hide”. Then the code of your module have to show nothing

Please allow us to apply smart rules to an entire email section!

Any update on this? Our clients would really get value from this!

Yes Please!!! Just today, I spent a couple hours creating 4 different sections that use smart rules based on list membership. Creating all the active lists and then the specific content for each section.
Then, I had to create another email in which we wanted to use the exact same smart sections. I saved the sections but the Smart rules were lost. At least this time the lists were already created, but I had to recreate the images and text for each section all over again… Booooo!

Just started exploring more dynamic content in our emails and was shocked that this isn’t a thing!
It’s simply unfeasible for us to manually configure rules for every single email we have, for example, co-branding an email.
As it stands today we need to manually configure every section multiple times, and when we attempt to save rules in sections or templates the rules get wiped.
100% need this fixing or we may have to explore other email options.

Hubspot you are killing me. How is this not implemented 2+ years from launch? I simply can’t fathom why it isn’t available yet.
Collectively just the people on this thread have probably already lost thousands of hours.

Anyone have a work around for this?
We are regulated in three jurisdictions, so email footer information should be different per jurisdiction. Default footer module does not allow Smart content so we had thought to use a stylised rich text module with smart rules. Unfortunately as we have seen smart rules are not saved in templates nor in saved sections.
Given we operate in 6 languages, we’ll now need to have 6*3 (6 languages, 3 jurisdictions) = 18 different husbpot emails to send…1 email…not to mention added workflow complexity for each automated email (branches not only on language but on jurisdiction)

It is indeed frustrating that the community feels (at times completely) responsible for gathering the troops in order to gain enough attention from HubSpot.