Email Marketing Tool

ellasara
メンバー

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

解決

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件の承認済みベストアンサー
MFrankJohnson
解決策
ソートリーダー

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

解決

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


www.mfrankjohnson.com

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0 いいね!
9件の返信
annieg241
投稿者

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

解決

Would love to have this ability in the creation of the marketing email

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kvlschaefer
コミュニティーマネージャー
コミュニティーマネージャー

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

解決

Hi @annieg241,

 

Thank you for your product feedback! 

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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0 いいね!
annieg241
投稿者

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

解決

The link you provided to the other idea board isn't working

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PhilZ87
参加者

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

解決

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
メンバー | Elite Partner
メンバー | Elite Partner

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

解決

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

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FlyingLenz
参加者

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

解決

Seems like they want to sell that upgrade!

0 いいね!
MFrankJohnson
解決策
ソートリーダー

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

解決

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


www.mfrankjohnson.com
0 いいね!
geopartin
メンバー

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

解決

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
トップ投稿者

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

解決

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?

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