Bulk Uploading Users and Adding Custom Properties to be Used in Personalised Emails
lösung
HI there, I have a list of users that we have manually bulk uploaded to our company website (www.theableagent.co.uk). I wish to send each of them a welcome email via hubspot which provides their username and password. I currently have the email set up, and have a seperate spreadsheet with all the user and password information on it.
Bulk Uploading Users and Adding Custom Properties to be Used in Personalised Emails
lösung
Thank you for this much appreciated, and also to the above poster.
These are for existing clients that work with us that want to add more users, we need to keep the amount of work required by them to a minimum and their senior team has asked that we send them their login details directly.
These login details are generated seperately through our Wordpress website and plugins. Other than name and email address, no other information is stored on their wordpress profile.
They do have the option of changing this password once they are in the system too.
To add a property to an email you would need to add a personalization token as seen here. However, you would not be able to add their passwords to HubSpot as it is against our Terms of Services to store passwords in your HubSpot portal as this would fall under sensitive information. More on this here.