Email Marketing Tool

ellasara
Member

How to insert deal property to email (as a personalization token)

SOLVE

Is it possible to insert deal type properties to marketing emails? I know that basic personalization tokens do not include the option but I was wondering wherher someone has succeeded in adding?

1 Accepted solution
MFrankJohnson
Solution
Thought Leader

How to insert deal property to email (as a personalization token)

SOLVE

HubSpot Deal, Tickets, and Quotes personalization token types are only available in a marketing email after it's saved for automation. These tokens will only be valid when the automated email is used in the corresponding type of workflow (e.g., Deal personalization tokens in an automated email used in a deal-based workflow).

- see Personalize your HubSpot content
- see image

 

HubSpot Deal Personalization Tokens | HubSpot Deal WorkflowsHubSpot Deal Personalization Tokens | HubSpot Deal Workflows

 

 

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


Frank on LinkedIn

HubSpot's Hiring World-Wide!

View solution in original post

0 Upvotes
6 Replies 6
PhilZ87
Participant

How to insert deal property to email (as a personalization token)

SOLVE

Bildschirmfoto 2021-10-19 um 12.30.33.png

 

Is this just for me or for anybody else that they deleted the option to insert Deal Tokens?

CAmanci0
Member

How to insert deal property to email (as a personalization token)

SOLVE

Just scroll on that dropdown and you'll find "Deals".

0 Upvotes
FlyingLenz
Participant

How to insert deal property to email (as a personalization token)

SOLVE

Seems like they want to sell that upgrade!

0 Upvotes
MFrankJohnson
Solution
Thought Leader

How to insert deal property to email (as a personalization token)

SOLVE

HubSpot Deal, Tickets, and Quotes personalization token types are only available in a marketing email after it's saved for automation. These tokens will only be valid when the automated email is used in the corresponding type of workflow (e.g., Deal personalization tokens in an automated email used in a deal-based workflow).

- see Personalize your HubSpot content
- see image

 

HubSpot Deal Personalization Tokens | HubSpot Deal WorkflowsHubSpot Deal Personalization Tokens | HubSpot Deal Workflows

 

 

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


Frank on LinkedIn

HubSpot's Hiring World-Wide!

0 Upvotes
geopartin
Member

How to insert deal property to email (as a personalization token)

SOLVE

How can you test this pesonalization tokens? I havepublished an automated email using these tokens, but test sends do not pull in the information.

mkarsten
Contributeur de premier rang

How to insert deal property to email (as a personalization token)

SOLVE

Thanks for your input. After looking into deal-based workflows, we don't have Sales Hub Professional, which seems to be necessary to create them. Are there any options that don't include an upgrade?

0 Upvotes