Email Marketing Tool

KPellak
Mitglied

Mail Merge In Hubspot?

lösung

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 Akzeptierte Lösungen
karstenkoehler
Lösung
Berühmtheit | Partner
Berühmtheit | Partner

Mail Merge In Hubspot?

lösung

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.

Lösung in ursprünglichem Beitrag anzeigen

karstenkoehler
Lösung
Berühmtheit | Partner
Berühmtheit | Partner

Mail Merge In Hubspot?

lösung

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.

Lösung in ursprünglichem Beitrag anzeigen

8 Antworten
chrisbrisson
Teilnehmer/-in

Mail Merge In Hubspot?

lösung

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

 

this is killing me.

0 Upvotes
DianaGomez
Community-Manager/-in
Community-Manager/-in

Mail Merge In Hubspot?

lösung

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


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KPellak
Mitglied

Mail Merge In Hubspot?

lösung

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

KPellak
Mitglied

Mail Merge In Hubspot?

lösung

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
Lösung
Berühmtheit | Partner
Berühmtheit | Partner

Mail Merge In Hubspot?

lösung

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
Lösung
Berühmtheit | Partner
Berühmtheit | Partner

Mail Merge In Hubspot?

lösung

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.

BSFYin
Mitglied

Mail Merge In Hubspot?

lösung

How can I use Deals as personalization tokens, while our donation Deals aren't associating with each Contacts?

0 Upvotes
Bronii
Mitglied

Mail Merge In Hubspot?

lösung

Rather than an email mail merge

If you want to create say a Job Card that merges 
Contact
Address
Email
Mobile 

can you merge Into a word document 

0 Upvotes