Use CRM object that triggers workflow to personalise email

[thomasvbe]

Is there any way that you can use the object that triggered your workflow, in programmable modules, to personalize your email?

Use case: I have a deal object that triggers a workflow that sends out a marketing email.
In that email, I want to personalize a custom field that contains comma-separated values and convert it to an unordered list. If there are more than 2 items in the list, I want to make some changes in the content to make it plural.

Thx

Thomas!

[JOHara]

Hey @thomasvbe for multi valued properties email is opinionated about the formatting of the properties and returns a string. You could create a custom module and make use of the Programmable Email Beta to re-retrieve the deal in an unfromatted state. 

To do this, you can use the crm_object function 

{% set unformatted_deal = crm_object("deal", deal.hs_object_id, "property1,property2", false) %}

The final parameter of "false" turns off formatting. You can then get unformatted_deal.property1 and iterate over the values of it as you wish.

When testing this, you can hard-code a deal ID instead of deal.hs_object_id so you can test this as a stand alone module instead of testing via Workflow enrollment

[Bryantworks]

Hey @thomasvbe, at the moment I don't think you can do this as it'll appear as a semi-colon delimited string in the personalization which you've likely seen.  

I think you could solve this by mapping it to another field if you have Ops Hub and the "Custome Code" step in the workflow, though.  

[thomasvbe]

Yes, we have Ops Hub and can use custom code.
What would you suggest? Map it to a list property?
I already tried to put HTML markup with "<ul><li>List item</li></ul>" in a custom property (before I custom code it to convert "listitem1, listitem2" to HTML) and display it in an email, but it returned as that string and not the formatted HTML list.