Same email, different dates

[MRoberts19]

Hi! 

I'm trying to work out how I can send an email to customers who belong to a particular list to tell them when their new XYZ begins. My challenge is that I need the email to say 'your new XYZ comes into effect on (e.g.) July 31st' for some customers, but for others their start date will be say August 31st. (there are many customers on this list, but some have 60-day notice periods, some have 90-day notice periods)

Is there a way I can use implementation date personalization for this? Any other suggestions? 

[karstenkoehler · Accepted solution]

Hi @MRoberts19,

Yes, that would work 🙂 If you have the implementation date in a custom contact property, you can use it as a personalization token in an email the same way you would with "First name" or "Last name".

Best regards!

[MRoberts19]

Hi Karsten,

Thanks Karsten.

Bear with me, I don't use personalization tokens much, and it's still new. So, if I insert implementation date as a personalization token, this will give them a date based on what? Where will HubSpot get this 60 or 90 day information from? Do I have to input that notice period information somewhere?

[karstenkoehler]

@MRoberts19 I assumed you had that information in HubSpot - where does the information about the implementation date currently live? Where do you document this?

[MRoberts19]

Hi Karsten - currently it's sitting in 'contacts.' Is it a case of editing this field to the relevant dates for particular customers?

[karstenkoehler]

@MRoberts19 so this is a date property on the contact object that is already being maintained then.

Could you maybe rephrase your question? If we have a date property that is being maintained and if you know how to use personalization tokens, what's the part that's missing?