Sales Email

BKnudsen08
Participante

Button or CTA in sequence email

Hi there, 

 

Is it currently possible to include a button or CTA in a sales email template included in a sequence? 

 

Trying to link out to a URL in a contact property but do not wish to include the full URL text in the email. 

 

Thanks!

Brad

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12 Respuestas 12
karstenkoehler
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Button or CTA in sequence email

Hi @BKnudsen08,

 

Honestly I'm not sure what's happening there. I can't replicate this on my end:

 

Template editor (Menu > Conversations > Templates)

(It seems HubSpot will automatically add a http:// here.)

 

karstenkoehler_0-1639071186225.png

 

Contact record

 

karstenkoehler_1-1639071241283.png

 

Email composed from contact record

 

karstenkoehler_2-1639071280908.png

 

Link clicked

 

karstenkoehler_4-1639071358469.png

 

If you're doing the same but experiencing a different outcome, I don't think I can help more. You could reach out to HubSpot technical support to further investigate this.

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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BKnudsen08
Participante

Button or CTA in sequence email

Thanks, Karsten! I really appreciate all your help. This is bizarre. 

 

To confirm one last time, you're doing this in a template that would be used for a 1:1 email sequence correct? And the field type for your Link contact property is single-line text correct?

 

I have contacted technical support as well. Cheers!

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karstenkoehler
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Button or CTA in sequence email

Hi @BKnudsen08,

 

Yes, the template could be either used in sequence or a one-off sales email and yes, single-line text.

 

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.

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karstenkoehler
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Button or CTA in sequence email

Hi @BKnudsen08,

 

I'm not aware of any options to add a button but you don't have to display a full URL if you don't want to. You can use personalization tokens in links as well.

 

If your property is called Link, for example, this is how you would add a personlization token into a URL:

 

karstenkoehler_0-1638989468617.png

 

The first part is referring to the object (contact), the second to the internal name of the property. The internal name of the property is sometimes different to the label, depending on whether the label has been changed. You can find the internal name of your property by navigating to Settings > Properties, searching for the property and then clicking on </> right next to the name:

 

karstenkoehler_1-1638989468345.png

 

Hope this helps!

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.

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BKnudsen08
Participante

Button or CTA in sequence email

Karsten, 

 

Thanks so much for the help! 

 

 My property name in this case is Experiment link, shown below:

 

Screen Shot 2021-12-08 at 12.57.13 PM.png

Would this mean that I would do this within the template? :

Screen Shot 2021-12-08 at 12.59.31 PM.png

This is what I currently have in place but it's not successfully linking to the actual URL in the contact property Experiment link. 

 

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karstenkoehler
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Button or CTA in sequence email

Hi @BKnudsen08,

 

The curly brackets have a space character on the inside: {{ contact.experiment_link }}

 

If you make that change, it should work.

 

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.

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BKnudsen08
Participante

Button or CTA in sequence email

Hi Karsten, 

 

This is still the error I'm getting when clicking the link in the email. 

 

Screen Shot 2021-12-08 at 1.13.51 PM.png

Are you aware of other requirements I may have missed that are causing this issue?

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BKnudsen08
Participante

Button or CTA in sequence email

Karsten, 

 

FYI this is the URL - https://pluto.bio/experiments/PLX043805 - in the Experiment link property field for the contact I'm using for testing. 

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karstenkoehler
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Button or CTA in sequence email

Hi @BKnudsen08,

 

Not sure why that is, but the link is only working for me if the https:// is removed:

 

karstenkoehler_0-1639029324548.png

Could you try this?

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.

BKnudsen08
Participante

Button or CTA in sequence email

Hi Karsten,

 

I just tried that approach and still giving me the same error. 

 

But even with the http:// this is the view of when I click the link as I'm enrolling the contact. Is this problematic or what I should expect to seee?

Screen Shot 2021-12-09 at 9.36.25 AM.png

 

Thanks!

Brad

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karstenkoehler
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Button or CTA in sequence email

Hi @BKnudsen08,

 

I'm honestly not sure what's happening. Is this screenshot from the template editor? If yes, then in the URL field, you'd have to add

 

{{ contact.experiment_link }}

 

There might be an issue with the value in the "Experiment link" field on the contact record however. On the contact record, I had to remove the http:// for the template to populate the link correctly.

 

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.

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BKnudsen08
Participante

Button or CTA in sequence email

Karsten, 

 

Yes, that was from template editor and it shows the same when enrolling a contact as well: 

Screen Shot 2021-12-09 at 9.46.38 AM.png

Do you have the field type for the Experiment Link property as single-line text?

 

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