Email Marketing Tool

itsthomashouse
Participant

How can I change personalization token case in an email?

Résolue

Our customer dabatase is, unfortunately, mostly in all caps. I want to send personalized emails, but when selecting first name personalization token this means they appear as "Hi, THOMAS".

 

Is there any way to change the case? I saw a post from 2018 that indicated it was not possible - not sure if anything has changed since.

 

Thank you!

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2 Solutions acceptées
franksteiner79
Solution
Conseiller clé

How can I change personalization token case in an email?

Résolue

Hi @itsthomashouse 

 

If you have an Operations Hub subscription you can do that in HubSpot.

 

Alternatively, I recommend running an export of your contact database, run a few formulas in Excel or GSheets (ChatGPT is my go-to resource for help with formulas) and do a reimport.

 

Frank

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Frank Steiner

Marketeer | HubSpot Expert | CRM Consultant

InboundPro

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Voir la solution dans l'envoi d'origine

itsthomashouse
Solution
Participant

How can I change personalization token case in an email?

Résolue

Nevermind - found under Data Quality and Formatting issues. Thanks again!

Voir la solution dans l'envoi d'origine

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3 Réponses
itsthomashouse
Solution
Participant

How can I change personalization token case in an email?

Résolue

Nevermind - found under Data Quality and Formatting issues. Thanks again!

0 Votes
franksteiner79
Solution
Conseiller clé

How can I change personalization token case in an email?

Résolue

Hi @itsthomashouse 

 

If you have an Operations Hub subscription you can do that in HubSpot.

 

Alternatively, I recommend running an export of your contact database, run a few formulas in Excel or GSheets (ChatGPT is my go-to resource for help with formulas) and do a reimport.

 

Frank

Found my comment helpful? Great! Please mark it as a solution to help other community users.


Frank Steiner

Marketeer | HubSpot Expert | CRM Consultant

InboundPro

Let's Talk About Your Project
itsthomashouse
Participant

How can I change personalization token case in an email?

Résolue

Thank you very much for the reply. reimporting is not a solution at this time unfortunately, as the contacts import automatically from another CRM in that format.

 

We do actually have operational hub pro, but I am not very familiar with it. Can you point me in the right direction to make a change like this?

 

Edit: Nevermind - found under data quality and formatting issues. Thank you!

 

Thanks again!

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