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
HubSpot Product Team

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!

New Contributor

@Shay  I do not have the option to chose a property fro the deal.  Just from contacts, company, office location or subscription type.

 

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HubSpot Product Team

@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!

Esteemed Contributor

@Shay  I see the same thing and there is a simple reason for that: a contact can have multiple deals so an email personalization deal token can't be used in a contact automation.

 

Let me give you an example: 

Contact name = Donald

 

Donald has 3 deals, each being named "Donald - Red Product", "Donald - Blue Product" and "Donald - Yellow Product".

 

Now I build an email template to be used for contact based automation, here it is:

---

Hi {Contact_Name}, 

 

I am your account manager taking care of your deal {Deal_Name}.

 

Best, 

XXXX

---

 

Question: which deal name shall HS use out of the 3? It can't know hence HS has not built deal token at email template.

 

The above template could be used in a deal based workflow, not in a contact based workflow. But HS has not built that.

 

Even for deal based workflow, the above email is challenging because which associated contact shall you send the email to? Currently it sends to all.... What we would need is to qualify how each contact is associated to a deal (like in Salesforce). Then you say "send an email to the contact who has role "main client POC".

 

Hope it helps.

 

Adrien

 

HubSpot Product Team

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.