Smart Content

Add smart text to your emails, website pages, landing pages, and templates

Last updated: July 16, 2018

Applies to:

Marketing Hub Professional, Enterprise

Smart content alters the content displayed in a module depending on specific viewer characteristics. In addition to creating smart CTAs and smart forms, you can also use rich text module and HTML modules to add smart text to your website pages, landing pages, and emails. 

You can base your smart rules on the following criteria types:

  • Country - display content to your viewer based on their country. The country is determined by the IP address of the visitor.
  • Device type - specify which device this smart content is centered around (mobile, tablet, or desktop). HubSpot looks at what is called the user agent of your visitor’s browser to determine their device type. Since this can sometimes be changed on the device, we cannot always guarantee accurate segmentation. 
  • Referral source - show visitors your smart content based on how they found your site.
  • Preferred language - personalize your content based on the language set within the user's web browser.
  • Contact list membership - show a contact in your HubSpot database certain content dependent on whether or not they're a member of one of your HubSpot lists.
  • Lifecycle stage - this will look at the lifecycle stage property of a contact in your HubSpot database and display the relevant content based on the value of this field.

Country, device type, referral source, and preferred language can be chosen for contacts and customers as well as anonymous visitors.

When creating smart text, keep in mind the best practices of smart content. Start small and pick only one area of text to personalize to your visitors.

Add smart text to your emails 

  • In your HubSpot Marketing Hub Basic, Professional, or Enterprise account, navigate to Marketing > Email.
  • Hover over the name of the email and click Edit
  • In the email editor, click the main email body module then click the Make smart icon

In marketing emails, you will only be able to make rich text and custom HTML modules smart modules. 

make-smart

  • Select a smart rule based on Contact list membership or Contact lifecycle stage. Because these emails are being sent to known contacts, you can't base your smart content criteria on anonymous information like device type or referral source. 
  • Click the dropdown menu to select specific lists or lifecycle stages to target in this smart rule.
  • Click Create.

select-smart-rule

 

  • In the sidebar editor, click the Content dropdown menu to switch between your default text and your smart text.
  • Click Add rule to add smart content rules. Click Reorder rules to change the order of your smart rules, and click Delete all rules to remove your smart rules. 
  • When you're done editing your smart text, click Save and go to module list.
  • Before you send your email, you can preview how the smart text will render in your contact's inbox when sending a test email
  • When you are ready to send the email, click Send

Add to website pages or landing pages

  • In your HubSpot account, navigate to website pages or landing pages.
  • Hover over an existing page and click Edit or create a new page by clicking Create new website/landing page in the top right corner.
  • In the page editor, locate the rich text or HTML module you want to make smart and click the Make smart icon
HubSpot Help article screenshot
  • In the dialog box, click the radio button next to which criteria you want your smart content rules based on. 
  • Click Create
  • In the sidebar editor, create your smart text. Click the Content dropdown menu to jump between your default text and your smart text. 
  • Click Add rule to add smart content rules. Click Reorder rules to change the order of your smart rules, and click Delete all rules to remove your smart rules.

  • When you are done editing your smart text, click Save and go to module list
  • Before you publish the page, you can preview how the smart text will display. Click the eye icon view ion the left sidebar menu to open the preview pane.
  • Click the Preview as a specific contact dropdown menu and select a contact name to preview the content this particular contact would see on your page.
  • Select the Preview page from a specific countryPreview page in a specific language, or Preview page from a specific traffic source checkbox to test the smart rule behavior for these anonymous rules. 
  • When you are ready to take your smart text live, click Publish

Add smart content in the design manager

  • In your HubSpot Marketing Hub Basic, Professional, or Enterprise account, navigate to Marketing > Files and Templates > Design Tools.
  • Select a template to edit from the left sidebar. 
  • In the template editor, click the rich text module you want to make smart.
  • In the sidebar menu that opens on the right, click the Edit tab. 
  • Click More Make module smart
HubSpot Help article screenshot
  • In the dialog box, click the radio button next to which criteria you want your smart content rules based on.  
  • Click Create
  • In the sidebar editor on the right, click the Rich text module text editor to expand the editor. Enter your smart text in the rich text editor. Use the dropdown menu to jump between your default text and the text your smart rules will be based on.  edit%20smart%20text%20in%20the%20design%20manager
  • Click Add rule to add smart content rules. Click Reorder rules to change the order of your smart rules, and click Delete all rules to remove your smart rules.
HubSpot Help article screenshot

  • When you are ready to publish your template, click Publish changes

Was this article helpful?

If you still need help you can get answers from the , or to contact support.