Add deal properties to email personalization

In emails you can add fields from Contacts and Companies, but not from Deals yet. Adding deal information is critical to setting up internal notifications.

65 Replies
Boathouse
New Contributor

This capability is absolutely integral to our email marketing plan. Please enable this features asap. Thank you.

en1
New Contributor

This would be great! 

myrnarroyo
New Contributor

Yes, please add this feature!

HubSpot Product Team
HubSpot Product Team
updated to: Delivered

Hi everyone, wanted to share that this is now possible for automated emails built for deal-based workflows inside of HubSpot. 

 

Now, when an email is saved for automation, the next time you open the personalisation token window, there will be Deal (and Ticket) tokens available under the Type dropdown inside the pop up window. (might require a refresh of the email editor to get them to show up, an issue we're working on). See image here.

 

These tokens are currently available within automated emails, which should solve almost every use case mentioned here. Unfortunately it is not possible to use these tokens inside bulk emails (i.e. non-automated emails) or Contact-based workflows as we are unable to be sure of the specific deal that should be referenced to populate the tokens, a limitation mentioned in one of the workarounds above. We hope that this solution sovles for every case, if there are use cases that are not solved we'd encourage a new idea to be posted with the use case described and we'll do our best to find a solution. Thanks again for your feedback everyone. 

Toff
New Contributor

A step in the right direction, still not the full functionliaty we need.

grantfoster
Regular Contributor

Thanks - today I'm gonna seem like a wizard to the sales people.

spogue
Top Contributor

I'm still unclear how I can send this as an internal notification? 

 

There are two email options in a deal based workflow.

  1. "Send an internal email notification" - A very limited "subject" and "body" where you're really only allowed to write in sentences with deal tokens. The new token functionality does not help here as you cannot pick a template. You are allowed to say who the email goes to which is nice.
  2. "Send email" - This is where you choose a saved email template but goes to "all contacts associated with the enrolled deals. It will only be sent to up to 100 associated contacts." This clearly isn't it.

So where can I build a real internal email notifcation of a closed won deal? I can't use Deal tokens in Contact based workflows and I can't use a template to send to my internal people...so can someone help here as I am clearly failing to see where a big use case was addressed with this new functionality?

@khughes @Shay

 

HubSpot Product Team
HubSpot Product Team

Hi @spogue, looping in @bellawu who works with the Workflows app itself to clarify what the plan is here to enable fully templated emails for internal notifications, unfortunately I don't know to the answer to that myself.

spogue
Top Contributor

Thanks @Shay. Looking forward to hearing from you @bellawu. Even a workaround work be nice for this as announcing wins via email is surprisingly hard. 

angkol
New Contributor

Agreed.  We sync to SalesForce, so my customer appointment date and time are coming from the Opportunities, and flowing into HubSpot Deals.  I can't send the customer a "here is your appointment time" email as it currently sits.