HubSpot Ideas

benpmg

Use Custom Object Personalisation Tokens in emails

The custom objects functionality in Hubspot is extremely powerful - we use it to link Contacts to custom objects (in our case linking contacts to a custom object that represents the golf club they're a member of). The automated email system UI seems to allow you to add personalisation tokens for properties in custom objects (e.g. sending an email to a contact and using properties from an attached custom object) - these are added into the email, however when the email is sent, they're always blank.

 

Hubspot support have let us know these only work if the email is based on the Custom Object itself, so cannot be used. It would be incredibly powerful to be able to use these tokens when there is a many to 1 relationship from Contact to Custom Object as it would allow us to considerably reduce our data overheads and improve our emailing.

 

We've managed to work around this by duplicating properties from the custom object into the Contact and tracking the changes using workflows, however this is still a pretty clunky process (though it's less clunky than before the existance of Custom Objects, where we had to do this almost entirely manually if data changed)

 

So please; can we, when sending automated emails to contacts, include Personalisation Tokens fro custom object attached to these contacts? The UI suggests this is already possible, but unfortunately it doesn't actually work right now.

26 Replies
CMelnikow1
Member

it's crazy the hoops you have to jump through to make this work.  please fix it.

LLisk
Member | Platinum Partner

Please do it ASAP, thanks!

kim2
Contributor

For months, I assumed my personalization token was working (HubSpot let me add it, so why won't it be?). After hours of problem-solving, I came across this thread. I'm relieved I'm not going crazy, but I am still as confused as everyone else on this thread. Definitely +1

Anya23
Contributor

+1 I agree.  Would be extremely useful.  Even a many to many, if you could generate a list of fields from associated objects.

MGualtieri3
Member

I agree. Your competitors already do this, so this should be a priority. 

BSantos6
Participant

Yes! This would be very helpful for us. We have a custom object we'd like to use in emails as a personalized token.