HubSpot Ideas

EGopaul

Custom Object Personalization Tokens in Sequence Templates

Hi!

It would be really great to have personalization tokens available from custom objects within the template creator. We use these templates for sales sequences and would like to be able to customize emails with properties from our custom objects. In our case, we have contacts associated to buildings (our custom object) and would find it useful to be able to reference the address or name of one of their buildings in an email.

 

Please let me know if you need any more details on the use case!

 

Thank you!

 

Evergreen

35 Replies
rwong
HubSpot Employee

Upvoting on behalf of a customer as well!

Herko
Member

Actually, it's sad that a custom object doesn't have the same capabilities as the Hubspot object....

So Hubspot, don't see this as a customer wish but as a bug

IGliottone
Member

Agree this should be out of the box functionality...not a request/wish. We also need the personalization tokens available within marketing emails as well as templates.

Jon_Pittham
Member | Diamond Partner

Yep. We have a customer who really needs this, along with Custom Object tokens in snippets.

PVignon
Member

We need this at Agicap

CGoodwinOlsen
Contributor

This is a much needed function!  And hard to imagine that the effort required to enable is significant...?

 

Our use case: we have a custom object called "Projects" for following up on post-sales Onboarding process.  In this process there are a lot of interactions (emails) with the customer, and it is very desired to be able to use custom object personalization tokens for email templates and snippits.

GEiselt
Contributor

Absolutely necessary. Not sure why we can use personalization tokens from custom objects in other parts of the platform (e.g. marketing emails) but not here. Would love this as an update!

dwc1993
Participant

We need this because we have our Implementation specialist working OUT of our custom objects and they need to send emails using templates.

rjonesSolaria
Contributor

I don't understand why this functionality doesn't exist. There are infinte uses for custom objects, and obviously they contain data that is important and needed to our use cases, so why limit the capabilities? We can only insert them into automated emails and *only* if you an enterprise account. I need to create an email template that shares a contact's user login info for our app, the login info is stored in a custom object. Now if someone needs their login info I have to manually copy and paste it or I have to manually enroll them in a workflow??? that seems so ridiculous.

ASpendley
Member

We also need this to pull contract data to send to a contact.

JusinP
Participant

is this not a thing yet? it seems like it should be fairly straight forward we are already doing it in workflows!

JMott9
Member

Agreed!! We would love to have custom object personalization tokens in snippets, as well as templates. It is surprising that it does not exist since they are available in workflows! Our custom objects are just as essential to our business as deals, tickets, etc.

LeeEllis
Participant

At Enterprise level prices: isn't the whole idea of premium, custom objects, to integrate seamlessly into Hubspot? Doesn't seem like "copy your custom object data to the contact record with a workflow then create your template" is seamless. How about moving some of those premium $$ to get this thing working "seamlessly" and not wrapped up in bubble gum and bailing wire.

rocketlanding
Member

Please, this is critical as soon as you need custom objects to drive pipelines.

DSearle
Member

I couldn't agree more.  This is vital.

 

How many votes/comments do you need before this is actioned as a priority?

RLee8
Member

I cant believe it doesnt do this! Standard hubspot - lacking basic functionality!

bunin
Member

Need this badly

ZEstey
Participant | Gold Partner

shocked this isn't a thing yet - this is a NEED TO HAVE!

JBard
Member

Upvoted as well. This is a must have.  Thank you!

vanessahunt
Top Contributor | Platinum Partner

I have a client who's considering purchasing Sales Enterprise. Our assumption was that since custom objects are included in Enterprise AND Sequences are included, you'd be able to use custom objects in Sales Sequence emails. 

 

Is there a Product Manager who can advise if a beta is available for this please?