Goal:
- Enable the use of Activatable Objects (such as “Course,” “Subscription,” “Membership,” etc.) as personalization tokens in marketing and sales emails.
- Extend personalization options beyond standard CRM objects (Contacts, Companies, Deals, Tickets) to support a more dynamic and customized email experience.
Issues Faced:
- Activatable objects are available for workflows, lists, and reporting but not currently supported for personalization tokens in email tools.
- Users cannot dynamically reference data from activatable objects like “Course” when sending personalized communications.
- Workarounds (such as copying data to Contact properties) cause data duplication, manual work, and loss of scalability in communication strategies.
What Will Be Resolved:
Supporting activatable object tokens will allow users to insert fields like {{ course.name }} or {{ subscription.start_date }} directly into emails, enabling truly CRM-driven personalization across all communication types without duplicating data into standard objects.