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
Regular Contributor

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.

Occasional Contributor

Yes, we need this! If we can have this, we can make full use of the awesome workflow feature to cut down a lot of communication via emails. 

 

 

Regular Contributor | Diamond Partner

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?

New Contributor

[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!

Occasional Contributor

this is a brilliant solution and thank you for sharing.

Esteemed Contributor

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.

Occasional Contributor

Thanks for sharing this workaround and to those replying with their experiences with it. 

 

Has anyone tried copying the Deal property to a Company property instead? Or would we run into the same issues with the Contact properties?

New Contributor

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. 

New Contributor

Surprised this hasn't been pushed live yet.

 

The fix to include these properties on indivudal sales emails to deals was great, what about Marketing Emails?

 

Deals are at the core of B2B selling, we truly need the power behind HubSpot to help grow our businesses.

Having this functionality would drastically increase our ability to convert deals to customers.

Occasional Contributor

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. 

New Contributor

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

New Contributor

This would be great! 

Occasional Contributor

Yes, please add this feature!

Status updated to: Delivered
HubSpot Product Team

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. 

New Contributor

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

Regular Contributor

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

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

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.

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. 

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.