Tokens not working after using Emailify

Hi!

We have used emailify to convert email templates to HTML and used them in Hubspot. We inserted some tokens (from standard objects like CONTACTS and personalized ones), however, they are not working properly. Only ‘First Name’ appears. To provide more context, we just realized that these templates appear in the section of “Custom Templates”, I don’t know if this is good or bad in the described context.

I hope you have some insights on how to make the tokens work.

Thanks in advance and best regards,

Hi @Mariale_Padilla! Welcome to the Community-- happy to have you here :blush:

How do you have your personalization tokens embedded in the HTML? @karstenkoehler has a great explanation for how to set these up in HTML here.

Feel free to attach screenshots of the email code as well for us to evaluate!

Best,
Kennedy

Hi @kennedyp ,

Thank you so much for your help!

I managed to solve the issue! I’ll describe the whole situation here:

  • The emails were created in Figma and then, we used Emailify to transfer them to Hubspot. This process turns the emails into “custom templates”:

  • This means the only way to edit them is through the design manager, in other words, using the HTML code. Even the options that normally appear under the ‘Edit’ tab, do not show.

  • At that point, I realized that the most likely explanation was that there was an issue with the token. I discovered that the structure for tokens related to custom objects is quite different.

  • I created a new automated email from scratch and used the “Demo” template. Then, I used @karstenkoehler’s suggestion and inserted tokens for custom and standard objects just for testing purposes, using the ‘Personalize’ button.

  • After that, I clicked the ‘Settings’ tab and chose the ‘Customize’ option.

  • As I saw the ‘plain text’ version, I realized the tokens related to the custom objects had some sort of code at the beginning, which is definitely different to the tokens of standard objects. In this screenshot, CREDIT is a custom object for us. CONTACT is a standard one:

  • So basically, I inserted that code in the tokens using the HTML editor and the personalization finally worked​:blush: You can double check this hitting the preview button and making sure that the token appears like this:

I really hope that this description can help anyone who is facing the same issue I was!

All the best,

Great work! Thank you so much for sharing your detailed solution with the Community as well :hugs: