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Create default values for your personalization tokens

Last updated: July 15, 2020

Applies to:

Marketing Hub  Starter, Professional, Enterprise
Sales Hub  Starter, Professional, Enterprise
Service Hub  Starter, Professional, Enterprise
CMS Hub  Professional, Enterprise
Legacy Marketing Hub Basic

Personalized content attracts your viewer's attention, and improves engagement with your content. Personalization tokens render property values based on your tracked contacts' associated CRM records. If someone viewing your content doesn't have a value for the property you're using to personalize your content, the default value will be shown instead.

When inserting a personalization token, you can set a default value directly within the content editor. You can also apply the global default value set for the personalization token, which is managed within your account settings. 

How to use local default values for personalization

Each personalization token within a rich text module can have a unique default value. This is useful if you have variations of your content in different languages, or if you’re using the same personalization token more than once within the same content.

  • From your HubSpot account, navigate to your email, landing pages, or website pages.
  • Locate the specific email or page you're looking to edit. Hover over the name of the page or email and click Edit. If you're creating a new piece of content, click Create in the top right corner.
  • Within the content editor, click on the rich text module where you want to add personalization.
  • In the upper right corner of the rich text toolbar, click Personalize.
  • Click the Token dropdown menu, then type in the search bar to look up the property you want to use to personalize your content. Click the property to select it as your personalization token.

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  • Enter a default value, which will appear for any visitors who don't have a value for the property you've selected. If you've set global default values for any personalization tokens that you want to apply to this content, select the Use this property's global default value checkbox. 
  • Click Insert.

How to use global default values for personalization

You can set global default values for personalization tokens used in your landing pages, website, pages, and marketing emails within your account settings.

Landing pages or website pages

To set the default values for personalization tokens used on your pages:
  • In your HubSpot account, click the settings icon settings in the main navigation bar.
  • In the left sidebar menu, navigate to Website > Pages.
  • Click the Personalization tab.
  • Click Edit defaults to edit either Contact property defaults or Company property defaults.
  • In the dialogue box that appears, use the search bar to select a property, then enter a default value.
  • Click Save.

Marketing emails

To set the default values for personalization tokens used in your marketing emails:

  • In your HubSpot account, click the settings icon settings in the main navigation bar.
  • In the left sidebar menu, click Marketing > Email.
  • On the Configuration tab, scroll down to the Default values for email personalization section and click Edit defaults to edit either Contact property defaults or Company property defaults.
  • In the dialogue box that appears, use the search bar to select a property, then enter a default value.
  • Click Save.

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