I am trying to add personalization token for my email signoff with contact owner's job title. While job title isnt in the personalization (Contact Owner) list, i tried adding this in the email text {{ contact.hubspot_owner_id.jobtitle }} but it automatically converted to just 'Contact Owner'. Can you share how i can add contact owner's job title as a personalization token in my email?
Hi @DGanasan the "contact owner" information is fed from the user profile, I'm not aware of anywhere in a HubSpot owner user profile that adds a "job title" to the user profile. So this would not be currently possible.
It might be a good idea to add this as a feature request to the ideas board though!
Tom Mahon Technical Consultant | Solutions Engineer | Community Champion Baskey Digitial
Hey @HCoates1 you should just be able to create a list of contacts who are associated to a company. So you could either have "associated company name = ***", atlernatively you could also just use "email address contains COMPANY DOMAIN".
Personalised emails will just be done through personalization tokens, which will bring in any information from your contact associated with the token you use.
Tom Mahon Technical Consultant | Solutions Engineer | Community Champion Baskey Digitial
I have a list of companies and I have 1, 2 or 3 contacts with those companies. I have created a list to email to on a company level and as I am typing this I am second guessing myself. Because I want to email every contact I have for those companies, I would assume I would sort by company to make the list but:
How do I ensure the email goes to every contact in the company (again, sometimes one person, sometimes two or three) and
How can I make sure they are personalized?
I do have it set for Dear Contact owner > First name
Hey @HCoates1 you should just be able to create a list of contacts who are associated to a company. So you could either have "associated company name = ***", atlernatively you could also just use "email address contains COMPANY DOMAIN".
Personalised emails will just be done through personalization tokens, which will bring in any information from your contact associated with the token you use.
Tom Mahon Technical Consultant | Solutions Engineer | Community Champion Baskey Digitial
I believe I am on the right track. See below. This looks right to me.
Also, when I send a test email, the system wants me to select my own name in RECEIVE EMAIL PREVIEWING, which makes no sense to me but when I don't select it then it does not personalize. Any thoughts on that an dTHANK YOU.
Hi @DGanasan the "contact owner" information is fed from the user profile, I'm not aware of anywhere in a HubSpot owner user profile that adds a "job title" to the user profile. So this would not be currently possible.
It might be a good idea to add this as a feature request to the ideas board though!
Tom Mahon Technical Consultant | Solutions Engineer | Community Champion Baskey Digitial