Email Marketing Tool

KaKaRoT
Contributor

Need Help on Email Gesture

SOLVE

Hi,

 

I'm going to send one email to the list of contacts and I want to make sure it sends as below,

 

"Hello <First name>", if the contact has the first name from the selected list.

"Hello," if the contact is missing the first name from the same list.

 

Though I have applied the smart content in the email but using smart content ensures if the contact is a member of the list then those contacts will receive "Hello <First name>".

However, I want to make sure even if the contact is the member of list but doesn't have the first name then it should send them only "Hello,"

Can anyone let me know how can I implement this?


Thanks

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Need Help on Email Gesture

SOLVE

Hi @KaKaRoT,

 

Here's how you would set this up:

  1. Create list called 'First name known' and filter for all contacts where 'First name is known'. Save the list.
  2. Add a smart rule in your marketing email for this list and display the personalization 'Hello [FIRSTNAME]'.
  3. As a default version, show 'Hello'.

It should look like this:

 

karstenkoehler_0-1675854976124.png

 

karstenkoehler_1-1675854987789.png

 

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

4 Replies 4
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Need Help on Email Gesture

SOLVE

Hi @KaKaRoT,

 

Here's how you would set this up:

  1. Create list called 'First name known' and filter for all contacts where 'First name is known'. Save the list.
  2. Add a smart rule in your marketing email for this list and display the personalization 'Hello [FIRSTNAME]'.
  3. As a default version, show 'Hello'.

It should look like this:

 

karstenkoehler_0-1675854976124.png

 

karstenkoehler_1-1675854987789.png

 

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.

KaKaRoT
Contributor

Need Help on Email Gesture

SOLVE

Hi @karstenkoehler,

 

So there will be two list in total,

 

1st list - In which First name is known

2nd list - In which the first name is unknown

 

Please correct.

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

Need Help on Email Gesture

SOLVE

Hi @KaKaRoT,

 

No, there is only one list. If there not in the first list (see my earlier reply), they automatically go to the default. If first name is known, show first name. If first name is not known ( = if contacts is not on the list), show default ('Hello').

 

In this case, the generic 'Hello' is the fallback that HubSpot uses when a contact is not on the list.

 

Best regards!

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.

0 Upvotes
KaKaRoT
Contributor

Need Help on Email Gesture

SOLVE

Hi @karstenkoehler, okay got it thanks.

0 Upvotes