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.
Appreciate the detailed walk through, @VagaeNatus. This is exactly the reasoning behind these only being supported inside Deal workflows today. I can definitely see how a role-based flag or similar would be useful in this case. cc @bellawu
In saying that, the additional Deal/Ticket personalisation token options should appear inside the Insert > Personalisation token pop up for any automated email, including ones used inside Contact Workflows, but with a note explaining that they are only supported inside their corresponding workflow type. So what @angkol is seeing is likely an issue rather than a deliberate UI limitation, definitely interested in confirming.
@angkol could you shoot me a mail to shay@hubspot.com and we'll take a look at what you're seeing? It should be there, but there may be something unique about your email that hasn't been taken into consideration. Thanks!
Hi @angkol, I may be misunderstanding, but in your case this should work a-ok for you. Since you're sending an email to your customer (i.e. a contact in your CRM) you should be able to build an email in the Marketing Email tool (under Marketing > Email) and save it for use in automation (guide here) and then insert a deal token via the normal Insert > Personalisation Token menu. Once the email is published you should be able to add a step to your workflow under the External communication category, "Send email".
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.
Re: Add deal properties to email personalization - changed to: Delivered
Hi everyone, wanted to share that this is now possible for automated emails built fordeal-based workflowsinside 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.
Re: Add deal properties to email personalization - changed to: In Planning
If you are most interested in deal personalization tokens for marketing emails, you can sign up on the form above as well and we will notify you when it becomes available.
Agreed. We don't want all following notifications on deals - we want internal notifications for when a deal changes into any of three different stages. We cant trigger the workflow by deal property update, and we can't use these tokens in the internal emails. Disappointing that this isn't there yet.
This feature is so critical. We're facing a massive API workaround with Mailchimp and Mandrill for exactly this. Is there any indication of a launch date, or a status update?
[EDIT] HubSpot now has a feature available through SalesPro that would make this possible. It required us to use the Sales product and get Beta access to the Deals Workflow feature. Once that feature was available, I built a workflow that said:
When Deal Property ABC is known, copy value into Contact Property XYZ.
Now that the contact property has been populated, we can pull it into the email as a personalized token.
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[ORIGINAL] I am floored this feature is not available. We recently switched from using Contact Property data to Deal Property data and this forces us to lose so much of our personalization across the board in critical emails. Please add this!
This is not a solution to all the cases. It works only when contacts have one deal (i.e. when using deals is almost useless then). When contacts have multiple deals, you don't want to copy/paste on contact all properties called "deal name 1", "deal name 2", "deal name 3", etc.
The workaround dos not works when the contacts have more than one deal, like most of our contacts. We really need deal personalization tokens for marketing emails.
This would be huge, we have an entire workflow that revolves around deals. It would be great to be able to use deal properties as variables in our marketing emails.
Hi everyone, wanted to share that this is now possible for automated emails built fordeal-based workflowsinside 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.
I'm still unclear how I can send this as an internal notification?
There are two email options in a deal based workflow.
"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.
"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?
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.
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.
