Personalization in Poland / polish email personalizationSOLVE
Aug 21, 2020 5:29 AM
writing from Poland: I want to personalize my emails. As you guys propably know, there is a specific version of the first name that I need to use if I adress someone directly (vokativ).
It would be weird to ask people directly about it, by putting it into a form, for example. So I have a whole list of those vokatives for the most commen names - but how do I personalize my emails if I dont have this vokativ property filled out automatically? Going into every single account and filling this property manually is not an option.
I thought about creating a workflow that reads somthing like 'if you have this name in the the first name property put that in the vocativ' but I would need to do that for every single name.
Is there any smarter way to achieve this?
Solved! Go to Solution.
Aug 21, 2020 5:56 AM
I don't speak Polish but I have a few thoughts on this that might help:
- Usually the best alternative to manual data entry in HubSpot is a contact import. Excel files have a wider range of formulas and commands and allow for easier data manipulation.
- When you import a contact file, matching properties will be updated in existing records. (see here)
- If you have a list of vokatives mapped to common names, we can make use of VLOOKUP in Excel. You could prepare a contact import file that has a first tab with one column including the email address of each contact (needed for matching, see my bullet point above), one for the first/last name and one column (empty for now) for the vokativ for that name specifically. The mapping of vokatives and common names we'll put in tab 2. You can use the Excel formula VLOOKUP to fill the empty column in tab 1. (For each name in tab 1, Excel will check the mapping of common names and pick the correct one.)
- Once you're done with the VLOOKUP, you can either manually fill missing vokatives or you leave them empty. By leaving them empty, you'll be able to use a default value in HubSpot.
- The last step would be to create a custom property in HubSpot for the vokativ and import the file, mapping the new column to the custom property that you just created.
- I assume that you'll have new contacts entering your database regularly. If you want to automate this process, you could use Zapier between HubSpot and Excel / Google Sheets. (Sending new contacts to a spreadsheet, doing a vlookup there, sending the new contact information including vokativ back to HubSpot.)
Hope this helps!
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