Email Marketing Tool

AndreaLM
Participant

Filters for Personalization Tokens

I am creating an email with a personalization token for 'Company name'.  However, some of our contacts have filled out the company name form with either things like 'Self', or 'Retired' or 'Not applicable'.

 

Is there a way to create a filter for the personalization token so that if it sees these terms it shows the default field instead (in this case, 'your company')?

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2 Replies 2
MFrankJohnson
Thought Leader

Filters for Personalization Tokens

You might also consider using a workflow to copy that built-in company property to another property before clearing its value -- e.g., when 'Self', or 'Retired', or 'Not applicable'. Once cleared, your default personalization token will be applied automatically.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com
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JessicaH
HubSpot Alumni
HubSpot Alumni

Filters for Personalization Tokens

Hi @AndreaLM,

 

Currently, it isn't possible to add rules to personalisation tokens.  If you would like to see this implemented in the future, I would recommend sharing this idea in our ideas forum

 

An alternative might be to clear these fields with a workflow by using if/then branches and the delete action.

 

Take care!

Jess


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