CRM

JParagas
Mitglied

Workflow list of names

lösung

Hello Commmunity!

I would like to ask  if it is possible to get the name of contacts automatically and include them in our email. For example in a specific day the list of contacts will graduate, is that possible to include in our email? 

For example this email template:
Hello these are the candidates who will graduate this ___ (date property for graduation): 

1. Name of candidate

2. Name of candidate
3. Name of candidate

0 Upvotes
1 Akzeptierte Lösung
Mike_Eastwood
Lösung
Trendsetter/-in | Gold Partner
Trendsetter/-in | Gold Partner

Workflow list of names

lösung

Hi @JParagas 

 

There's a new feature (Pro and Enterprise) that does exactly what you need - Coded Email Templates.

 

Basically you can put dynamic content into your email via a HubSpot Module.

 

Here's how to build a custom coded template for your emails.

 

Have fun

Mike

 

p.s. thank you for the mention @kvlschaefer 

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2 Antworten
Mike_Eastwood
Lösung
Trendsetter/-in | Gold Partner
Trendsetter/-in | Gold Partner

Workflow list of names

lösung

Hi @JParagas 

 

There's a new feature (Pro and Enterprise) that does exactly what you need - Coded Email Templates.

 

Basically you can put dynamic content into your email via a HubSpot Module.

 

Here's how to build a custom coded template for your emails.

 

Have fun

Mike

 

p.s. thank you for the mention @kvlschaefer 

kvlschaefer
Community-Manager/-in
Community-Manager/-in

Workflow list of names

lösung

Hi @JParagas,

 

Thanks for reaching out! 

 

I'll add some experts to our conversation to get their input.

Hi @Mike_Eastwood@Ben_M@Phil_Vallender@Ben_M@NicoleSengers - Do you have any thoughts for @JParagas?

 

Thank you!

 

Best,

Kristen