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Oct 15, 2019 1:20 AM
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?
Solved! Go to Solution.
Oct 15, 2019 6:21 PM
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 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
Oct 19, 2021 6:31 AM
Is this just for me or for anybody else that they deleted the option to insert Deal Tokens?
Jan 24, 2022 3:51 PM
Just scroll on that dropdown and you'll find "Deals".
Jan 15, 2022 5:11 PM
Seems like they want to sell that upgrade!
Oct 15, 2019 6:21 PM
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 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
Apr 1, 2021 3:54 PM
How can you test this pesonalization tokens? I havepublished an automated email using these tokens, but test sends do not pull in the information.
Jun 30, 2020 9:47 AM
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?