Lead Capture Tools

AllisonZ
HubSpot Moderator
HubSpot Moderator

Inserting Personalization Tokens in Follow-up Emails Created in Form Editor

SOLVE

Hi HubSpot Community!

 

I have created this post in response to customer inquiries regarding the use of personalization tokens in follow-up emails created in the HubSpot Forms tool.

 

Currently, the use of personalization tokens within these follow-up emails is not available. I have found a workaround that gives you the ability to insert the tokens within the simple follow-up email editor in the Forms tool. 

 

If we use the HubL code that inserts the internal value of a property as a personalization tokens, we are able to successfully pull in the data from respective property. The HubL code used for these looks like this:

  • {{object.property}}

In the tests that I have ran, the HubL code inserted the value from the property in the contact record. 

 

You would need to structure the HubL code for the internal value as follows:

  • {{contact.firstname}}

If the property is two or more words (e.g. "first name") these will need to be written as one word (e.g. firstname). It is also required to include the double curly bracket at the beginning and end of the token. 

 

There are two different ways that you can go about accessing the internal value for the property you would like to insert as a personalization token.

 

1. Accessing the internal value within the portal's property settings.

 

When you navigate to Settings > Properties and click into a property to edit, you will see the symbol for source code ("</>") listed next to the property name. By clicking onto the source code symbol, you will see what the corresponding internal name is for the property. The video below shows you what steps to take:

Property settings.gif

 

 

2. Accessing the internal value within the Email Editor

 

If you have access to the HubSpot Email tool, you are able to access the internal value of the personalization token within the source code of the email. You will first need to insert a personalization token in the email and then you can access the source code which will show you the internal value of the token. The video below shows you what steps to take:

 

Email.gif

 

I have tested this in a few follow-up emails and have always seen the value correctly pulled into the follow-up email. I would recommend testing this in your portal to ensure that this workaround is functional.

 

Please let me know if you have any additional questions!

 

Kind regards,

Allison Ziehr

(Customer Onboarding)

(Channel Account Manager, BerSpot)
1 Accepted solution
jennysowyrda
Solution
Community Manager
Community Manager

Inserting Personalization Tokens in Follow-up Emails Created in Form Editor

SOLVE

Responding to mark as solved. See original post for solutions.

View solution in original post

0 Upvotes
8 Replies 8
iccoha
Participant

Inserting Personalization Tokens in Follow-up Emails Created in Form Editor

SOLVE

@AllisonZ Thank you for posting this tips. It works for me, too!

 

Do you know how to use this for ticket properties?

I tried {{ ticket.content }} in a follow up email to show but did not work.

 

Thank you!

0 Upvotes
AllisonZ
HubSpot Moderator
HubSpot Moderator

Inserting Personalization Tokens in Follow-up Emails Created in Form Editor

SOLVE

Hi @iccoha !

Thank you for following up on this 😊

 

I don't think this will work for ticket properties... But, do you have access to our Use Automations with Forms [Beta]? This will allow you to select a "normal" marketing email within the forms automation.

 

Let me know!

 

Best,

Allison

(Channel Account Manager, BerSpot)
1nspiring
Participant

Inserting Personalization Tokens in Follow-up Emails Created in Form Editor

SOLVE

Is it possible to get any help on this topic and challenge?

0 Upvotes
sharonlicari
Community Manager
Community Manager

Inserting Personalization Tokens in Follow-up Emails Created in Form Editor

SOLVE

Hi @1nspiring 

 

What type of issues are you having? The more information you can provide the better the Community can assist you

 

Thanks

Sharon


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0 Upvotes
jennysowyrda
Solution
Community Manager
Community Manager

Inserting Personalization Tokens in Follow-up Emails Created in Form Editor

SOLVE

Responding to mark as solved. See original post for solutions.

0 Upvotes
Kmoloo
Top Contributor | Elite Partner
Top Contributor | Elite Partner

Inserting Personalization Tokens in Follow-up Emails Created in Form Editor

SOLVE

Thanks for the workaround, but why not just update the options in the editor to include personalization tokens?

0 Upvotes
AllisonZ
HubSpot Moderator
HubSpot Moderator

Inserting Personalization Tokens in Follow-up Emails Created in Form Editor

SOLVE

Hey @Kmoloo ,

 

I hope all is well!

 

If you would like this feature to be implemented, I would recommend posting in the Ideas Forum. Our Product Team regularly monitors the forum for product suggestions and improvements!

 

All the best,

Allison

(Channel Account Manager, BerSpot)
0 Upvotes
DomenicAli
Participant | Gold Partner
Participant | Gold Partner

Inserting Personalization Tokens in Follow-up Emails Created in Form Editor

SOLVE

Fantastic.   I used this recenlty and it looks to work well in the follow up.  The video in the post was a nice piece too.  It was a very helpful to discover the internal names.

 

Thank you again!

0 Upvotes