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simoncripps
Member

The personalization token is not working for snippets in a quote

SOLVE

Hi, 

I'm trying to create a quote with snippets that include personalised tokens. However, these are not coming through. I have deleted and reinserted the token into the snippet and this does not work. 
The deal does have the Contact and company associated to it.

Any Ideas?

Simon

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1 Accepted solution
danmoyle
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

The personalization token is not working for snippets in a quote

SOLVE

@Hi @simoncripps. I tested this in my own portal, and my first thought was this: Because the area where snippets go is before where you associate the contact, the quote doesn't yet have a contact associated to it when you have to create the associated Deal. 

 

Details step where you can use snippets in comments:

danmoyle_0-1656622319226.png

 

The next step is buyer info where you'd add the contact: 

danmoyle_1-1656622354774.png

 

Then I re-tested it where the Deal was already created and had a Contact associated, and it worked. Here's a video walkthrough of me doing that: https://www.loom.com/share/acead287296a41e2bc7b4c8fee07429f

 

So the steps are: Create Deal, associate a Contact to that Deal, create Quote and associate that Quote to your Deal, then adding your Snippet into the comments section should work. 

 

Hope that helps! 

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/

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1 Reply 1
danmoyle
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

The personalization token is not working for snippets in a quote

SOLVE

@Hi @simoncripps. I tested this in my own portal, and my first thought was this: Because the area where snippets go is before where you associate the contact, the quote doesn't yet have a contact associated to it when you have to create the associated Deal. 

 

Details step where you can use snippets in comments:

danmoyle_0-1656622319226.png

 

The next step is buyer info where you'd add the contact: 

danmoyle_1-1656622354774.png

 

Then I re-tested it where the Deal was already created and had a Contact associated, and it worked. Here's a video walkthrough of me doing that: https://www.loom.com/share/acead287296a41e2bc7b4c8fee07429f

 

So the steps are: Create Deal, associate a Contact to that Deal, create Quote and associate that Quote to your Deal, then adding your Snippet into the comments section should work. 

 

Hope that helps! 

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/