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.

HubSpot updates
Jan 29, 2019

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.

Jan 22, 2019

@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!

Jan 21, 2019

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". 

 

Let me know if I've misunderstood at all. Thanks!

Dec 18, 2018

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
Dec 17, 2018

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. 

Re: Add deal properties to email personalization - changed to: In Planning
Apr 5, 2018

Hi folks -- deal personalization tokens are now in beta for Sales email templates and snippets. If you're interested in signing up for access, please submit your account information here: https://designers.hubspot.com/deal-personalization-tokens-beta 

 

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.  

65 Replies
Occasional Contributor

 This is critical to have when a deal reaches Sold stage in order to notify accounting, operations, and others who must act on the newly sold deal.

Occasional Contributor

We have the same issue here, and it is liable to make the management team choose a different CRM if I am honest.

 

Desperate for a fix or workaround for this!

 

My current potential workaround is to inject crucial information such as unbound deal information into the contact record using existing APIs

 

"Hi [contact name] you created these deals: [XXXX,XXXX,XXXX] within the last 60 days but did not complete sales process"

Another suggestion which has been made by external advisor here is to use the transactional email functionality, but imo this is tantamount to us sending the email from the API application itself...

 

https://developers.hubspot.com/docs/methods/email/transactional_email
https://developers.hubspot.com/docs/methods/email/transactional_email/single-send-overview

 

There is also at least one  thread on this on the dev pages as well so hopefully it makes its way in soon!

https://integrate.hubspot.com/t/building-out-functionality-to-push-deal-properties-into-email-templa...

New Contributor

Any status on this HubSpot? It would be really helpful in our email templates! 

New Contributor

In our template we need many properties information from deals , BUT actually we are obliging to copy-paste one by one.

If you implent this possibility we can use template efficiently and send many mails with using workflow.

We could save a precious time.

Occasional Contributor

This is of upmost importance to our use of HubSpot.

 

Regular Contributor

Deal Properties in notification emails will help me send 'Amount" booked. This is a big motivation for the team. 
It is very difficult to "explain" why I can have some information on the email and cant have the rest. It just makes me look bad. 

New Contributor

I agree with everyone who has posted here.  Being able to get personalized deal tokens is really important.  I'm surprised that Hubspot has not resolved this already.  I hope they take care of this soon. 

Occasional Contributor

Please add deal description token. 

Regular Contributor

I'm really surprised this hasn't been fixed. It needs to be done asap so we can send our customers automated emails using email templates with deal tokens.

Status updated to: In Planning
HubSpot Product Team

Hi folks -- deal personalization tokens are now in beta for Sales email templates and snippets. If you're interested in signing up for access, please submit your account information here: https://designers.hubspot.com/deal-personalization-tokens-beta 

 

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.  

Regular Contributor | Partner

Yay! Just signed up.

Looking forward to testing this.

New Contributor

So, apparently, this cannot help me yet.  Not until we can also have deal tokens in the marketing platform. 

 

My goal was to create a workflow in sales that sent an auto email upon a deal being moved to closed.  This auto email would have deal information on it for all internal parties such as customer success, billing, management. 

 

Well, I can create the template with deal tokens in the sales platform but I cannot attach it to a workflow.   The Hubspot customer success team said it's not possible to attach the email deal template to the workflow because email templates come from the marketing platform. 

 

When will the deal tokens be available for the marketing platform??   

Regular Contributor

Jrahn38 Thank you for explaining the problem so well.  I have the exact same issue as Jrahn38.
HubSpot team please fix this. Workflows are important! 

New Contributor

Jrahn38    I had the same issue. I solved it with a work around. Basically I used Zapier to API the variable fields into an email template and set the zap to execute when the deal stage is set to closed. In Zapier you can set up multiple email addresses to receive the deal information.

 

New Contributor

This functionality is something that would drastically help. Was extremely disappointed that this isn't native right now. In all honesty - it's pushing us to switch CRMs.

Top Contributor

Using Deal tokens in email templates would help us internally alert managers when deals are created or deals move stages. This is a far superior way than the "follow" functionality recently implemented for a contact. Looking forward to Deal tokens in emails. 

Occasional Contributor

 Thank you for working on this. I would love to include Deal Personalization Tokens in marketing emails too. 

 

Right now I'm trying to make some order confirmation emails, and I want to include the name of the product that the person purchased. 

Regular Contributor

Hello!

I was creating new templates and realize there are categories for personalization tokes now, deals included. This is awesome. Thanks Hubspot for listening our prayers. Some of them don't work properly yet but I am sure you are working to fix this 😃

Thanks

Top Contributor

That's great @Eumari! Unfortunately I still do not see it in the Marketing emails personalization tokens section even though we've signed up for the beta. 

New Contributor

This is crucial. We're creating a deal against a contact and then should be able to send those details through to marketing and customers. Should be core.