Unique referral codes in email.

Smart CRM & Sales Hub Tips, Tricks & Best Practices
1

Hello!

Is Hubspot set up to be able to implement individual referral codes within emails? Meaning, if I have a file of 10k codes, (one for each email that is sent), can Hubspot input a different code in each email? Each code is single use so that we can track each one.

The support person I chatted with sent me this article, but even with the instructions, I don’t see how to implement this in email.

Has anyone successfully done this before?

Thanks!!

Jen

2

Hi @JenWold ,

There is a workaround possible. What you can do is that

  1. you can export all your contacts whom you want that unique code to have.
  2. Then add a new column into the sheet for that unique code by assigning single code to single contact and import the contacts back into your hubspot portal
  3. Then create a property in your portal in which the value, that is the code, will get saved
  4. Then import the contacts back into your hubspot portal, map the newly added column with the newly created property
  5. And lastly. You can add that property of unique codes as a personalisation token in your email and hubspot itself will pick the appropriate value from the record’s properties

This is how you can add a personalization token into you emails
https://www.loom.com/share/72824f598cdf49d4a9f4c20fb82e7b6b

Hope this helps!

If we were able to answer your query, kindly help the community by marking it as a solution.
Thanks and Regards.

3

Thank you, this worked perfectly. :slightly_smiling_face:

4

Hi @JenWold,

HubSpot can personalize emails for the recipient using these so-called personalization tokens that the support person sent you. A simply personalization token would be First name, used as “Hello First name” in an email. In the exact same way you could personalize your email with a unique referral code. The only condition is that each recipient of your email has this information stored on their contact record.

The fastest way to make this information available on each contact record would be an export and import. (When you import a list of email addresses, HubSpot will update the corresponding contacts in their places with any new information.) Before we can do that, you need to create a custom property for your referral code. Follow the steps from the link, the property type here would be single-line text. You could name it Referral code.

So, first, export your recipient list, then add an additional column in that file to the right where you add all of your referral codes. The name of the column should be the same as the name of the property you created above, Referral code. Before saving the file, you can remove all other columns, except Email and Referral code. Now re-import the file. (settings during import: one file, one object, contacts)

Once imported, each contact from the import file now has the referral code in their new property stored. You can now move on to your marketing email and add the personalization tokens as per the tutorial the support person sent you:

personalization.gif

Let me know if you have any follow-up questions!

5

Hi,

Is there a way to do this when the contact comes through from a form submission? We are working on an automated workflow whereby after someone has completed the form they will be sent an email with the unique code. Is this possible at all?

Thanks!

Laura

6

Ciao, we have the same issue. Is there a way to insert a unique code from a list in an automated email? thank you, matteo

7

Hi @matteo_tsm hope you are doing well!

Yes, it is possible, did you try @karstenkoehler workaround?

Best,

Diana

8

Hi @DianaGomez

Does this allow for when you don’t know who the contact will be? People completing the form in my example will be unknown and we would like to minimise the amount of time between them submitting the form and receiving the code.

It looks like the workaround relies on you knowing who the contacts are to then export to a sheet and import back to HubSpot. Unless I have misunderstood something, this could be very time-consuming and not very ideal.

Thanks!

Laura

9

Hi @LTilley :slightly_smiling_face:

That’s correct. You need to have the email address and the “code” information stored on their contact record. I understand this would take time, but is the only workaround available. I will encourage you to add this to our ideas forum, this way it will have more chances to be implemented in the future.

Hope this clarifies :slightly_smiling_face:

Best,

Diana