Lists, Lead Scoring & Workflows

jrtbv
Contributor

How to add

SOLVE

jrtbv_0-1703152745035.png

jrtbv_1-1703152869742.png

 


Is there a chance to add contact with a custom association label to the body of the email like above? 

Regards,
OM.

 

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How to add

SOLVE

Hi @jrtbv,

 

Could you elaborate on your request? In your screenshot, the ON NPS email would be sent to contacts with the primary contact label.

 

Do you want to set up a custom association label? If so, you can find instructions here: https://knowledge.hubspot.com/crm-setup/create-and-use-association-labels

 

Or do you want to pull in personalization tokens from a contact in the internal email notification from your first screenshot? In that case, you would have to click 'Edit available data' as shown in the screenshot below:

 

karstenkoehler_0-1703153270107.png

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

3 Replies 3
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How to add

SOLVE

Hi @jrtbv,

 

Could you elaborate on your request? In your screenshot, the ON NPS email would be sent to contacts with the primary contact label.

 

Do you want to set up a custom association label? If so, you can find instructions here: https://knowledge.hubspot.com/crm-setup/create-and-use-association-labels

 

Or do you want to pull in personalization tokens from a contact in the internal email notification from your first screenshot? In that case, you would have to click 'Edit available data' as shown in the screenshot below:

 

karstenkoehler_0-1703153270107.png

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

jrtbv
Contributor

How to add

SOLVE

I added a custom association label called "Primary contact," and what I want is for the body of the email display who is it, same as BOOKED ARR, COMPANY NAME etc.

0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

How to add

SOLVE

Hi @jrtbv,

 

I included a screenshot in my previous message. It shows how you can do exactly that. Please check and let me know if you have any follow-up questions.

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.