I'm trying to email a contact using a template. The saved template appears when selecting it, but the variable 'Company Name' does not appear. I'm also using the variable 'First name', that is working correctly.
Any idea what I'm doing wrong?
Thanks for your help!
This is a screenshot of a company connected to the contact This is a screenshot of the template This is the result when I'm trying to use the template. The first name get's filled in, but the company name doesn't.
The Company name field in a contact record is where this personalisation token is pulling data from, and this field is not linked to the Company record associated with your contact i.e. this contact field isn't automatically populated with the name of the Company associated with the contact record.
What you need to use is the Company: Name token (instead of Contact: Company name.)
Matthew Shepherd
Freelance HubSpot Consultant CRM Consultant | SEO Specialist
The Company name field in a contact record is where this personalisation token is pulling data from, and this field is not linked to the Company record associated with your contact i.e. this contact field isn't automatically populated with the name of the Company associated with the contact record.
What you need to use is the Company: Name token (instead of Contact: Company name.)
Matthew Shepherd
Freelance HubSpot Consultant CRM Consultant | SEO Specialist