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 %}
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.)
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.)
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: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.
@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?
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)
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: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.
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.
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: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.