App Tutorial

Personalize HubSpot Emails: A Step-by-Step Guide

Jason Gong
App automation expert
Apps used
April 15, 2024

Personalize emails in HubSpot using personalization tokens, smart content, and coded templates to enhance audience engagement.

  • Insert personalization tokens in email content for specific CRM object properties.
  • Use smart content to tailor emails based on criteria like lifecycle stage or list membership.
  • Add personalization tokens to custom coded templates for a more tailored approach.

Automate and enhance your email personalization in HubSpot with Bardeen's powerful tools. Learn more at Bardeen.

How to Personalize Emails in HubSpot

Personalizing emails in HubSpot can significantly enhance your engagement with your audience by making each recipient feel uniquely valued. HubSpot allows for personalization through the use of personalization tokens, smart content, and coded templates. Here's how you can leverage these features to create more personalized and impactful email campaigns.

Streamline and enhance email personalization in HubSpot with Bardeen's automation capabilities. Start automating now.

Using Personalization Tokens

Personalization tokens in HubSpot represent property values for CRM objects like contacts or companies. To insert a personalization token into your email:

  1. Navigate to Marketing > Email in your HubSpot account and select the email you wish to edit or create a new one.
  2. In the email editor, click a rich text module where you want to insert the personalization token.
  3. Click the Personalize dropdown menu in the rich text toolbar and select a Token.
  4. Choose a property from the dropdown menu to use as your token. If necessary, select a User property for properties related to the contact or company owner.
  5. Set a default value for the token, which will be used if the contact does not have a value for that specific property.
  6. Click Insert to add the token to your email content.

Implementing Smart Content

Smart content allows you to customize your emails based on specific criteria such as lifecycle stage, list membership, device type, country, preferred language, or referral source. To use smart content in your emails:

  1. Create or edit an email and navigate to the Settings tab of the email editor.
  2. Under the subject line field, click Add a smart rule to create targeted content based on your chosen segments.
  3. For the email body, in any rich text module, create smart rules to target contacts based on list membership or lifecycle stage.

Adding Personalization to a Coded Template

For those using custom coded templates in HubSpot, personalization tokens can be manually added to the template. Include the supported variable along with the contact property name you wish to use for personalization. For example, to personalize using the First Name contact property, the token in your coded template would look something like this:

'{{ contact.firstname }}'

Ensure you manage the default values for any personalization tokens used in your settings to maintain consistency across your emails.

Automate the drafting of personalized emails for your HubSpot contacts with Bardeen's Create draft email for a HubSpot contact using OpenAI playbook. Transform your email marketing strategy today.

By combining the use of personalization tokens, smart content, and coded templates, you can significantly enhance the personalization of your emails in HubSpot, leading to better engagement and stronger relationships with your audience.

Boost HubSpot Email Performance with Bardeen Automations

Personalizing emails in HubSpot can be significantly streamlined and enhanced using Bardeen's automation capabilities. By leveraging these automations, you can ensure that your emails are not only personalized but also deeply integrated with your overall CRM strategy, saving time and enhancing your outreach efforts.

  1. Create draft email for a HubSpot contact using OpenAI: Automate the drafting of personalized emails for your HubSpot contacts. Utilize the power of OpenAI to generate contextually relevant and professional email content, streamlining your email communication process efficiently.
  2. Summarize and save new emails to HubSpot using OpenAI: Enhance your email management by summarizing incoming emails and saving them as tickets in HubSpot. This playbook is ideal for sales and marketing professionals aiming to optimize their email workflows and improve lead conversion rates.
  3. Create a HubSpot ticket, when an email is forwarded: Expedite your customer support by automatically creating HubSpot tickets from forwarded emails. This automation ensures that your team can quickly address customer inquiries and issues without manual data entry.

By integrating Bardeen's powerful automation tools with HubSpot, you can significantly enhance your email personalization and efficiency. Start leveraging these automations today to transform your email marketing strategy. For more information and to begin automating, visit Bardeen.

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