How do I make an email appear as coming from a HubSpot Owner?

Last updated: January 13, 2016


Using the HubSpot Owner property, you may use personalization in your email draft to make the 'From Name' and 'From Address' appear as having been sent from that owner. Please follow the instructions below to make this happen.

  • Navigate to Content > Email. Select your email draft or create a new draft
  • Locate the Email Details section at the top of the email editor > click Edit Details
email---edit-details.png
  • Here you will see the From name and email address section

Personalizing 'From Name' using HubSpot Owner

  • Click Add/Manage next to From Name
  • Click the Personalize button at the bottom of the pop-up window
  • Under Category at the top of the next window, select HubSpot Owner in the dropdown
  • Select Full Name
  • Next, type a Default Value in the field below and click Save. The purpose of the Default Value is for contact recipients who may not have an owner and this value will display instead. Some suggestions include: Account Team, [Your Company Name], Sales Team.
  • Click Insert
  • On the next window, you will see the Add New section now containing the token > click Add Name. Doing so will add this new token to the selection options.

add-new---add-name-token.png

  • Click on this new token to input it as the From Name. You will now see {{owner.fullname}} as the From Name in your email draft.

Personalizing 'From Address' using HubSpot Owner

  • Still in the Email Details section at the top of your email draft, click Add/Manage next to the From Address
  • Click the Personalize button at the bottom of the pop-up window
  • Under Category at the top of the next window, select HubSpot Owner in the dropdown
  • Select Email
  • Next, type a Default Value in the field below and click Save.
    • This default value MUST be an email address, something like sales@your-company.com or noreply@your-company.com. The purpose of the Default Value is for contact recipients who may not have an owner and this value will display instead. If you wish to receive actual replies, you will need to input a real email address. Otherwise, replies to a phony email address will obviously not go through.
  • Click Insert
  • On the next window, you will see the Add New section now containing the token > click Add Address. Doing so will add this new token to the selection options.
  • Click on this new token to input it as the From Address. You will now see {{owner.email}} as the From Address in your email draft.

Here is what your email draft will look like once both tokens are inserted:


How to personalize your emails

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