Most Recent Deal Data for Email Personalization

TBirky
Member

We have companies with mulitple deals associated with them. We need to send renewal emails with customization for their most recent deal. How do we pull in the most recent deal data into the 1:1 template?

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2 Replies 2
webdew
Guide | Diamond Partner

Hi @TBirky ,

 By default, HubSpot will use the deal which has the recent changes in the properties that are being used as personalization tokens in your template. You can always use personalization tokens in templates in the subject as well as the body of the email.

 

Select personalize > select type as deal > select the desired property

 

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Hope this helps!
If we were able to answer your query, kindly help the community by marking it as a solution.
Thanks and Regard.

GrantCarlile
Top Contributor | Diamond Partner

Hi @TBirky, this is Grant,

 

Problem: Identifying the most recent deal associated with a company.

 

Solution:

*

 

 

 

 

 

Grant CarlileGrant Carlile

Grant Carlile, RevOps Developer

RevPartners is an unmatched team of operators who design and execute revenue engines to supercharge your growth. 

 

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