Email Marketing Tool

ARoach4
Participant

Email smart module customisation

SOLVE

I have an email that will change depending on which list the contact is a member of which has been easy and works a treat. However, I have run into an issue where the contact could be a member of multiple lists and so the smart module may not choose the correct list.

 

Is there a way to get the smart module to choose a contact membership by most recent or is there any kind of customisation available there?

 

Thank you very much in advance!

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

Email smart module customisation

SOLVE

Hi @ARoach4,

 

With smart rules, HubSpot follows this principle:

 

"If a visitor matches multiple rules, they will see the content in the rule that comes first."

 

This cannot be customized further unfortunately; you need to order your rules accordingly. This could also mean restructuring list criteria (for example if contact is in list A, do not include them in list B). Any additional logic would have to live within the lists.

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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2 Replies 2
ARoach4
Participant

Email smart module customisation

SOLVE

Thank you for the help! 

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

Email smart module customisation

SOLVE

Hi @ARoach4,

 

With smart rules, HubSpot follows this principle:

 

"If a visitor matches multiple rules, they will see the content in the rule that comes first."

 

This cannot be customized further unfortunately; you need to order your rules accordingly. This could also mean restructuring list criteria (for example if contact is in list A, do not include them in list B). Any additional logic would have to live within the lists.

 

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.