Smart Rule in Email Templates

[Charlinee]

As far as I'm aware it's not possible to add Smart Rules within E-Mail templates, is it?

I want to set up the smart rules to have a personalized footer for receipients from different locations. My team shouldn't worry about setting those smart rules up and just fill the template with their content.

When I create an E-Mail with smart rules and make a template out of it, the applied smart rules just get deleted.

Is there a chance this could get included one day? Or am I overlooking something?

Thanks!

[PJohns]

Would also love this feature... pretty please 🙂

[JLetellier]

Maybe a little late to the party, but depending on your use cases,  some programmable modules could be used in your emails (Please read this documentation : HS KB info and Developer documentation) and add some IF variables to compare the object's property for which you would like to "personalize" the footer in your emails. For example : 

{% if contact.state == "Arizona" %}
Special events in your area :
Event 1
Event 2
{% endif %}

It is important to read on this feature, as it is still in BETA stage, and some restrictions apply according to the number of fonctions that may be required to acheive what you are looking for. 

Hope this helps.

[AaronFish]

We encountered the same challenge—wanting to create a template with all the Smart Modules (SM) in place for our common use cases. Unfortunately, when you save the email as a template, the SM are removed, which was a significant drawback for us. However, we discovered an easy workaround. When creating your email, simply add your SM and then exit the email without saving it as a template. Your email will now appear under Marketing Emails. From there, you can clone this draft each time you need to start a new email, effectively using it as a template.

[PJohns]

Just tried to do the same, was hoping to apply smart rules to new templates to help us automate and save a load of time when creating new emails, notifications to clients and marketing campaigns.

Really hope this can be added soon! 🙂

[RLicau · Accepted solution]

I was also looking for this. Doesn't seem that it's more than an idea at the moment. 
Helps to upvote it: https://community.hubspot.com/t5/HubSpot-Ideas/Smart-Rules-for-Saved-Sections/idi-p/452083

[Jigar_Thakker]

Hey @Charlinee 

Here is a quick guide on adding smart rules hope this will help you: https://knowledge.hubspot.com/website-pages/create-and-manage-smart-content-rules 

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

If my post was helpful in addressing your query, Support the community by indicating it as the solution.

[Charlinee]

Hey @Jigar_Thakker 

Thanks, but that's not quite what I meant.

I want to have smart rules within my email TEMPLATE. So when I'm creating a new email the section with the smart rule is always there and pre configured. This seems to not work with the current HubSpot version.

Thanks!