Personalization with Contact Owner Designation

[jyothips]

Hi There,

I have a workflow where the leads from a form-fill are rotated between two contact owners.  The workflow also sends an auto-responder with the assigned contact owners' details in the signature.

I would like to add a personalization token of the designation of the contact owner in this auto-responder email. How do i do that ?

Thanks!

[MatthewShepherd · Accepted solution]

Hi @jyothips 

You could include your contact owner's designation/title in the signature - though each of your users will need to update their own signature manually to do this. This article guides you through creating a signature: https://knowledge.hubspot.com/email/how-can-i-use-a-personalized-signature-in-marketing-emails-for-e...

Once that's done, from the personalize menu in your marketing email, choose Contact: Contact owner and then the Signature property: https://knowledge.hubspot.com/email/how-can-i-use-a-personalized-signature-in-marketing-emails-for-e...

Note, when a contact has just filled in a form and you use a workflow to respond right away you can sometimes hit issues where the email sends before the CRM has assigned an owner to the contact - so make sure to set defaults for your personalisation tokens and even better add a time delay and/or contact owner check to your workflow before sending the email.

[jyothips]

Thank you Mathew.

Much appreciate your suggestion. Will work on this suggestion.

Thanks again!

Regards

Jyothi