Email Marketing Tool

AWills_123
Member

Change formatting of custom property in email

SOLVE

I'm wondering if it is possible to change the custom property that's input for deal follow-up emails. I am trying to use it to create an email address by using a salesperson's name and adding '@mycompany' at the end of the HTML insert for it. 

 

It currently looks like this:

<p>
{% for sales_rep in deal.sales_rep %}
{{ sales_rep }}@mycompany.com
{% endfor %}
</p>

 

I am able to get the name to show up but it appears as 'John Doe@mycompany.com' instead of 'JohnDoe@mycompany.com' is there any way to fix this? 

 

Could I possibly add a formatting conditional to an inserted token on the email to achieve the same result?

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Change formatting of custom property in email

SOLVE

Hi @AWills_123,

 

Have you considered using the actual owner email token?

 

karstenkoehler_0-1731530233120.png

 

karstenkoehler_1-1731530259428.png

 

If that's not an option, then I see these alternatives:

  • Make the correct email address available in another custom property (via import, workflow)
  • Use the format data workflow (only available in Operations Hub Professional or Enterprise) to remove the empty space and clean up the capitalization
  • Use third party automation like Zapier or Make to remove the empty space in a custom property

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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0 Upvotes
1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Change formatting of custom property in email

SOLVE

Hi @AWills_123,

 

Have you considered using the actual owner email token?

 

karstenkoehler_0-1731530233120.png

 

karstenkoehler_1-1731530259428.png

 

If that's not an option, then I see these alternatives:

  • Make the correct email address available in another custom property (via import, workflow)
  • Use the format data workflow (only available in Operations Hub Professional or Enterprise) to remove the empty space and clean up the capitalization
  • Use third party automation like Zapier or Make to remove the empty space in a custom property

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes