Update personalization token in a Snippet already in a note
lösung
We use snippet to have all marketing information in a note, in the snippet we want to put personlization token but when we change information in the personalization token there is no update on the note.
When you insert a snippet into a note and save it, the personalization tokens are converted into plain text – that's why a change in property won't update the note. Unfortunately, there is no solution to this.
As a workaround, you could look into the sidebar on the left and customize it so it features all of the properties that you are currently using in the snippet. Record sidebar customization is explained here. It would essentially be the same thing – just not at the top of the timeline but in the left sidebar and it would autoupdate.
Cheers!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
When you insert a snippet into a note and save it, the personalization tokens are converted into plain text – that's why a change in property won't update the note. Unfortunately, there is no solution to this.
As a workaround, you could look into the sidebar on the left and customize it so it features all of the properties that you are currently using in the snippet. Record sidebar customization is explained here. It would essentially be the same thing – just not at the top of the timeline but in the left sidebar and it would autoupdate.
Cheers!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer