Email Marketing Tool

KPellak
Member

Mail Merge In Hubspot?

SOLVE

Hi there,

 

I am attempting to email a list of contacts with a unique URL for each recipient so that they may access a ballot to participate in an election my organization is hosting. The URLs are created by our election vendor and I am wondering if there is a way to automate the process of generating an email for each election participant and their unique URL and then sending those emails out to all participants? In other applications I know this would be considered a mail merge, but we were hoping to leverage Hubspot because it provides details on opens, unsubscribes, bounces etc. that would be valuable to us to ensure maximum participation in our election.

 

Thanks!

0 Upvotes
2 Accepted solutions
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Mail Merge In Hubspot?

SOLVE

Hi @KPellak,

 

In HubSpot, these kinds of emails can be sent using personalization tokens. Before an email is sent, HubSpot will check for each recipient what these tokens correspond to. To do this, HubSpot looks up the property value for this personalization token, e.g. the value "Karsten" for the property / personalization token First name.

 

They same method can be applied for any other property. You can create a custom single-line text contact property called Election URL. To fill this new field, you need to import a file that has two columsn: one column containing all contact email addresses, one column containing the Election URL. By importing, HubSpot will store the Election URL in each contact.

 

If you know place a personalization token for Election URL in your email (find the Personalize button in the email editor menu), HubSpot will display the URL that was in the same row as the email address in your import file.

 

Let me know if you have any follow-up questions!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Mail Merge In Hubspot?

SOLVE

Hi @KPellak,

 

Yes, personalization tokens can also be used in HTML, following this syntax:

{{ object.internalpropertyname }}

 

For example, if you have your URL property on a contact record, it could look like this:

{{ contact.electionurl }}

 

You can find the internal property name under Settings > Properties. Click on the property and the </> icon:

 

karstenkoehler_0-1651079956637.png

For a concrete example, if you have a HTML code for a hyperlink on an image, it could look like this:

<a href="{{ contact.electionurl }}">
 <img src="https://www.hubspotfilemanager.com/image.png">
</a>

 

This syntax works in other tools within HubSpot as well.

 

Let me know if you have any follow-up questions!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

6 Replies 6
chrisbrisson
Member

Mail Merge In Hubspot?

SOLVE

How can you merge in a contact token in a URL link? 

 

this is killing me.

0 Upvotes
DianaGomez
Community Manager
Community Manager

Mail Merge In Hubspot?

SOLVE

Hi @chrisbrisson hope you are doing well!

 

I found this thread with a GIF  provided by @IsaacTakushi

 

Is this what you were looking for?

 

Thanks, 

Diana


¿Sabías que la Comunidad está disponible en Español?
¡Participa hoy en conversaciones en el idioma de tu preferencia,cambiando el idioma en tus configuraciones!

Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !


KPellak
Member

Mail Merge In Hubspot?

SOLVE

This was extremely helpful, thank you so much! We were successfully able to draft our email with the advice you provided.

KPellak
Member

Mail Merge In Hubspot?

SOLVE

Hi Karsten,

 

This is very helpful, thank you! One follow up question, is there a way to attach this token to an image such as a "Vote Now" button, or similar to avoid having a clunky URL in the body of the email?

 

Thanks so much,

Kaitlyn

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Mail Merge In Hubspot?

SOLVE

Hi @KPellak,

 

Yes, personalization tokens can also be used in HTML, following this syntax:

{{ object.internalpropertyname }}

 

For example, if you have your URL property on a contact record, it could look like this:

{{ contact.electionurl }}

 

You can find the internal property name under Settings > Properties. Click on the property and the </> icon:

 

karstenkoehler_0-1651079956637.png

For a concrete example, if you have a HTML code for a hyperlink on an image, it could look like this:

<a href="{{ contact.electionurl }}">
 <img src="https://www.hubspotfilemanager.com/image.png">
</a>

 

This syntax works in other tools within HubSpot as well.

 

Let me know if you have any follow-up questions!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Mail Merge In Hubspot?

SOLVE

Hi @KPellak,

 

In HubSpot, these kinds of emails can be sent using personalization tokens. Before an email is sent, HubSpot will check for each recipient what these tokens correspond to. To do this, HubSpot looks up the property value for this personalization token, e.g. the value "Karsten" for the property / personalization token First name.

 

They same method can be applied for any other property. You can create a custom single-line text contact property called Election URL. To fill this new field, you need to import a file that has two columsn: one column containing all contact email addresses, one column containing the Election URL. By importing, HubSpot will store the Election URL in each contact.

 

If you know place a personalization token for Election URL in your email (find the Personalize button in the email editor menu), HubSpot will display the URL that was in the same row as the email address in your import file.

 

Let me know if you have any follow-up questions!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.