Help with the Contact Variable in HubL for email

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Regular Contributor

Hi there,

 

I am trying to personalise a Workflow email template.

 

Basically I want the email to show the signature of the relevant HubSpot owner but I can't seem to get the contact identifiers correct in the if statement - can anyone help please?  

Thank you!

 

  {% if {{contact.hubspot_owner_firstname: "Fran"}:true} %}
  {% include "Email/Footers/Fran_Footer.html" %}
    {% elif contact.Owner = "Fran" %}
  {% include "Email/Footers/Michelle_Footer.html" %}
  {% endif %} 
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2000px-Ok_sign_font_awesomeDoes my post help answer your question?

Help the Community by marking it as SOLVED

 

Q: Help with the Contact Variable in HubL for email

 

Short A: No short answer here.

 

Longer A

Ok, so don't understand that Hubl (written 'as-is'), but here's our understanding of your intent.

 

By default, send email with Michell's signature.
If the HubSpot Owner is 'Fran', send email with Fran's signature.

 

There are at least two (2) layer's of reasons we don't think this will work using standard HubSpot Hubl techniques. (but there is an easy workaround.)
-1- Contact Property Hubl is NOT allowed in email templates.
-- see Solved: Contact Property If Statement in Email
by @ndwilliams3 (Need confirmation this is still true.)

 

-2- A 'Signature' is a s-p-e-c-i-a-l entity in HubSpot. As such, HubSpot does not permit us to create an email Signature for another HubSpot Owner.
-- see How can I use a personalized signature in marketing emails for each contact owner?

Easy Workaround - Use Smart Content (in 3 steps)
-1- Create a Smart List of contacts owned by 'Fran' (from your example)

 

-2- Create a Rich Text module with default content reading something like ...
All My Love,
Michelle
(see image)

hubspot-email-smart-content-salutation.png

 

-3- Make your newly created Rich Text module 'smart' (based on list membership) with content reading something like ...
You Are My Hero,
Fran

 

Done!

 

Hope that helps.

 

-ps
Forgot to mention ... I'm a goofball. haha 🙂 

 

share-on-Linkedin-Button-75x19.png 


hubspot-forum-signature-badge-v01.png

www.MFrankJohnson.com

 

Please include @MFJLabs if you'd like me to respond.

 

Note: HubSpot is a constantly evolving platform. Please check the date of each post and view all solutions in that context.

-- Register here for Inbound 2020

 

Hope that helps.

 

Be well,
Frank


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Highlighted
Community Superstar


2000px-Ok_sign_font_awesomeDoes my post help answer your question?

Help the Community by marking it as SOLVED

 

Q: Help with the Contact Variable in HubL for email

 

Short A: No short answer here.

 

Longer A

Ok, so don't understand that Hubl (written 'as-is'), but here's our understanding of your intent.

 

By default, send email with Michell's signature.
If the HubSpot Owner is 'Fran', send email with Fran's signature.

 

There are at least two (2) layer's of reasons we don't think this will work using standard HubSpot Hubl techniques. (but there is an easy workaround.)
-1- Contact Property Hubl is NOT allowed in email templates.
-- see Solved: Contact Property If Statement in Email
by @ndwilliams3 (Need confirmation this is still true.)

 

-2- A 'Signature' is a s-p-e-c-i-a-l entity in HubSpot. As such, HubSpot does not permit us to create an email Signature for another HubSpot Owner.
-- see How can I use a personalized signature in marketing emails for each contact owner?

Easy Workaround - Use Smart Content (in 3 steps)
-1- Create a Smart List of contacts owned by 'Fran' (from your example)

 

-2- Create a Rich Text module with default content reading something like ...
All My Love,
Michelle
(see image)

hubspot-email-smart-content-salutation.png

 

-3- Make your newly created Rich Text module 'smart' (based on list membership) with content reading something like ...
You Are My Hero,
Fran

 

Done!

 

Hope that helps.

 

-ps
Forgot to mention ... I'm a goofball. haha 🙂 

 

share-on-Linkedin-Button-75x19.png 


hubspot-forum-signature-badge-v01.png

www.MFrankJohnson.com

 

Please include @MFJLabs if you'd like me to respond.

 

Note: HubSpot is a constantly evolving platform. Please check the date of each post and view all solutions in that context.

-- Register here for Inbound 2020

 

Hope that helps.

 

Be well,
Frank


Support • Web • Apps • Training

HubSpot's Hiring World-Wide!

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Regular Contributor

Hi Frank,

 

Super helpful - thank you so much!!

 

So I'm guessing if I had an automated lead journey I would have to branch this into two different lists for two different email sign - offs??

 

Have a great week 🙂

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Regular Contributor

(Monday morning - I just re-read your answer properly and understand the answer to my follow up - thank you so much!!!)

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Community Superstar

Hey @OllyHuntsman ... only saw your message because you marked my solution as 'solved'. If you ever want to alert me, please include @MFJLabs in your message.

 

Hope that helps. You have a great week as well.

 

Best,

Frank

 

Note: HubSpot is a constantly evolving platform. Please check the date of each post and view all solutions in that context.

-- Register here for Inbound 2020

 

Hope that helps.

 

Be well,
Frank


Support • Web • Apps • Training

HubSpot's Hiring World-Wide!

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Regular Contributor

Ahh amazing @MFrankJohnson !

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Regular Contributor

@MFrankJohnson I have followed your steps and it should definitely be working but when I send test emails and preview as different users sadly it doesn't seem to be working - maybe I am missing something?

If the email is set to smart does it override the template?

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Community Superstar

Hey @OllyHuntsman, not sure what the problem is, but emails that we built before today are working fine across multiple portals. However, the email template that we built today will not recognize the smart content! (yet?) Could be a result of an on-going HubSpot contact property issue, but can't confirm. (see image)

hubspot-error-message-20180514.png

 

Will re-test in the morning.

 

-ps

In answer to your question about previewing email -- smart content does NOT show in email previews. You'll need to send test emails (to be received as a specific contact) in order to see the content in action.

A little clunky, but still hugely effective.

 

Note: HubSpot is a constantly evolving platform. Please check the date of each post and view all solutions in that context.

-- Register here for Inbound 2020

 

Hope that helps.

 

Be well,
Frank


Support • Web • Apps • Training

HubSpot's Hiring World-Wide!

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Regular Contributor

Thank you @MFrankJohnson. I got it working by making the content smart in the actual email editor rather than the template.

 

I would have replied last night - only I can't open this site on my iPhone.

 

WRT testing emails that is useful to know and thank you - it now works for me as expected.

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Community Superstar

Yea @OllyHuntsman, you bring up a good point -- i.e., the HubSpot Community site is NOT mobile responsive. (head shaking) lol

 

Anyway, I appreciate that you can get the smart content working by adding in the front end, but that's not practical for template designers with complex smart content requirements. 

 

Example:

A template we completed last week has custom banners from each of eight (8) potential senders, plus the default. Additionally, each sender has their own sender credentials and a separate custom headshot added as smart content in the template, plus the default.

 

That being said, we've opened a support request with HubSpot Support and documented that request here on the HubSpot Community Forum.

- see Smart Content In Email Template Not Working (in dev portal)

 

Feel free to subscribe to that thread if you'd like to know how this solution evolves. Smart content should and does work when built-in to email templates. It would be sorta crazy for it not to.

 

Thanks again for your question and for your patience.

 

Best,

Frank

 

Note: HubSpot is a constantly evolving platform. Please check the date of each post and view all solutions in that context.

-- Register here for Inbound 2020

 

Hope that helps.

 

Be well,
Frank


Support • Web • Apps • Training

HubSpot's Hiring World-Wide!

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