In the Lead Flows tool when addding a Follow-up email, we would like to be able to personalise this email by inserting personalization tokens much like with Sales Templates (e.g. personalise the email salutation by adding in a token for the contact's first name).
I have contacted support and received the answer that this feature is not currently available. We'd love to see this implemented!
Many thanks
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Compared to creating a workflow for each pop-up, this would be incredibly helpful. Not much point using the form follow up without personalisation available. The ability to add documents would also be very helpful!
@Maret Our company would like the same exact functions you listed. We're now going to try to create a popup outside of Hubspot with Mailchimp and try to get those features.
So glad to read this. Definately need the personalised tokens in follow up email Whats the point of a follow up email that cant address my customer when they just left their name in the form a few seconds back?!
Also, why does the follow up email gets sent instantaneously. I'd like to see a add lag button. Not everybody has the same kind/length of follow up email. Ours are a little long and ask further personalised questions which if given a lag make more sense.
I'm actaully stunned that a tool like Hubspot has such a rudamentary follow-up email editor. Given the strength of Hubspot, and the fact that the marketing email editor is leagues ahead.
As users, we take such care to create wonderful forms, and email sequences, but we can't add a persons first name to the email we follow-up with? Our follow-ups are so impersonal. Seems anti-CRM to me.
Not to metion, without personaliztion, we missout on many best practices for avoiding email block listing. Like "this email was sent to " <address>, or other techniques.
So yes, upvote this idea.
The irony here is that the editor we are using to submit and reply to this idea is even more powerful than the follow-up email editor.
Thank you for all your contributions to this post!
I was working with a customer and came across a workaround that will allow you to insert personalization tokens within the simple follow-up email in the forms tool.
We can use the code that inserts personalization tokens which looks like this:
{{contact.firstname}}
In the tests that I have ran, this code always inserted the value from the property in the contact record. So far, all my tests have been successful but I would recommend testing this in your own portal.
As a rule, you would need to structure the code as follows:
{{object.property}}
If the property is two or more words (like "first name") these will need to be written as one word e.g. firstname.
I understand that this is more complex than using the default personalization token tool but I hope that some of you will be able to implement this as a solution to the current challenge.
Working on it as we speak! I only found this workaround today and trying to have a blog post published about this sometime next week. I will post it in this thread as soon as I have finalized and approved the post.
My name is Joe, I'm the Ideas Forum Manager. I've been in contact with the HubSpot product team about this Idea, and I wanted to provide a quick update.
We appreciate all the feedback you’ve shared here to help our team evaluate this feature request. However, at this time, this functionality is not something our team is planning to build into HubSpot. This is certainly subject to change in the future, so feel free to leave feedback if you'd like. We'll update this thread if our plans change.
I was surprised too that we cannot insert personalized tokens, and how limited we are in terms of formatting for follow-up emails! Being able to add personalized tokens would be great.
I too was surprised that this feature was not included when creating a welcoming email to a forms submission. I think being able to use a first name makes the email engaging and may prompt more actions
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