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?
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).
I would highly encourage you to upvote this related feature request in the Ideas Forum and share why this feature would be useful in the thread.
I also wanted to share this related post where @TomM2 explains how to add personalization tokens to an automated email (useful for deal workflows) and a workaround for adding deal personalization tokens to a regular marketing email.
Hope this helps 🙂
Best,
Kristen
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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).
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?