Navigate to Email
From your HubSpot Dashboard, navigate to Content > Email.
Choose or create your email
You can either create a new email here or edit a draft you already have. If you want to create a new email, click Create new email at the top. If you want to edit an existing draft, click Drafts on the left-hand side.
Email editorOnce you've chosen or created a new email, you'll be in the email editor. Navigate down to your Main Email Body and write your content within that section by clicking within the module. You can see the content written in the example below and the text that needs to be replace dwith personalization. In this example, we'll replace "there" with a first name personalization.
So we'll need to highlight "there" and delete that text so the cursor should be where we want the first name personalization to be. Then you'll want to head to the WYSIWYG editor above the text and click on the Insert Personalization Token icon.
You'll be taken to a pop-up window where you can search for the First Name token and click Insert to add the token into your email.
This will now have placed the first name personalization token after "Hi" in the email, and you should see the token appear there with the name of the property being used with a green background. The green background is a nice, quick indicator that you're utilizing a personalization token in that space.
When you click the icon to Insert Personalization Token and are taken to the pop-up window, you'll also see a text field to enter a Default value. What this does is give you fallback text if you create a personalization token that doesn't have any value in the matching contact property. So, if you insert a personalization token for First Name but the contact you sent to has no first name on their record, it will show the default value text instead.
Below, the default value is set to "Friend" so if this email gets sent to a contact that has no first name on their contact record, it will say "Hi Friend" in the email sent to them.
Please note that the Default value will be applied as a fallback to all emails sent using the selected Personalization Token.
Preview your tokens
Once you've inserted the personalization tokens for your email, you can preview how these will look to ensure you've set up the tokens as expected.
To do this, click the eye icon on the left-hand side. Under the Smart Preview section, check the box next to Preview page as a specific contact, then choose a contact from the dropdown. This will change the preview in the email editor so you can view it as if you were a specific contact in your database.