???Global Variables for Daily Marketing Emails???

[Cruzan]

HubSpot Automation: Global Variables for Daily Marketing Emails

I’m working on automating a daily marketing email sent to 500+ recipients. The process involves:

1. Updating email content dynamically

   • A Python script uploads images to HubSpot File Manager.
   • The script also updates custom variables for text, HTML content, and a timestamp.

2. Triggering an approval workflow

   • When the timestamp variable is updated, a test email is sent to four approvers.
   • The email includes an “Approve” button.
   • If any approver clicks “Approve,” the final email is sent to 500+ contacts from different companies that are in an "active list"

3. Managing recipient lists

   • The sales team updates the recipient list via an "Active List" CRM.
   • The final email should include the latest images, text, HTML, and timestamp.

The Issue

Using custom contact, company, or deal properties means the content is stored per individual record. However, I need all recipients to receive the same global content without duplicating data across records.

Question

What’s the best way to store and update global variables in HubSpot that can be dynamically inserted into a marketing email for all recipients? Using custom contact properties only updates the one contact and not 500.

We have the professional Hubspot bundle.

I prefer to avoid copying the updated properties from the master contact to 500+ contacts in the active list via a workflow. This seems dirty although it may work but I am unable how to copy a property from one contact to all contacts of an active list in a workflow.

Would love to hear how others have approached this!

[SteveHTM]

@Cruzan - an interesting project for sure. Perhaps I could clarify one thing in your post:

Do these two bullets cover all of the bases for the "global content" you mention? 

As a starting point, there is no logical place in the database for a generic "global variable" that can be used as a source for poulating email okens in the way you suggest. I'd be inclined to structure the problem a little differently - creating in your workflow a new email template (template of the day) which references all your updated global daily compinentsm, but still has the possibility to be personalized at delivery time using Contact and othe object tokens. 

Is this helpful?

Steve

[Cruzan]

I am unsure if this should be a marketing email or a blog. There's no need to store, post, or host the historical emails. The email is sent nearly every day with information updates to the active list of clients.