Email Marketing Tool

HGorelick
Member

Contact Name

SOLVE

Hi,

In an automatic email, if there is no name in the contact, how do I make a defualt so it shouldn't say Dear ,

Maybe like Dear Team,

 

Thanks!

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

Contact Name

SOLVE

Hi @HGorelick,

 

A common option is to set a default value. When adding a personalization token, HubSpot asks you this, it could be 'customer', 'reader' or 'recipient'.

 

Another option in Professional portals are smart rules: https://knowledge.hubspot.com/website-pages/create-and-manage-smart-content-rules

 

You could create a list of contacts where the name is known and then display the personalised version. For contacts not on this list, the smart content could simply display 'Hello'.

 

Let me know if you have any follow up questions!

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.

View solution in original post

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

Contact Name

SOLVE

Hi @HGorelick,

 

A common option is to set a default value. When adding a personalization token, HubSpot asks you this, it could be 'customer', 'reader' or 'recipient'.

 

Another option in Professional portals are smart rules: https://knowledge.hubspot.com/website-pages/create-and-manage-smart-content-rules

 

You could create a list of contacts where the name is known and then display the personalised version. For contacts not on this list, the smart content could simply display 'Hello'.

 

Let me know if you have any follow up questions!

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.