Sales Templates

How can I add personalization tokens to a template or snippet in HubSpot Sales?

Last updated: January 9, 2018

Available For:

Marketing: N/A
Sales: Free, Starter, Professional

When composing a sales email template or a snippet, it's important to add components that are personalized based on the recipient. In templates and snippets, you can add tokens that correspond to your recipient's contact or company properties.

Please note: creating a sales template or snippet with curly brackets instead of personalization tokens causes issues with HubSpot's rendering service. Before saving your template or snippet, remove any curly brackets.

  • In your HubSpot Sales account, navigate to Sales Tools > Templates or Sales Tools > Snippets.
  • Click on the name of the template or snippet to edit, or create a new template or a new snippet.
  • Place your cursor in the body of your template or snippet where you'd like to insert a personalization token.
  • Click on the Contact token or Company token dropdown menu and select the contact or company property you'd like to insert. Then save your template or snippet.

Add_personalization_token_to_a_template

Please note: if you'd like to add the name of your contact's associated company to your template or snippet, you should add the company token entitled Name (or Account Name if you are Salesforce integrated). This is different from the contact property entitled Company Name. Check out this article for more information on the difference between these two properties.

Was this article helpful?