Using the Contact owner property, you may use personalization tokens in your marketing emails to make the from name and from address appear as having been sent from specific owner.
Please note: this functionality is not available for free HubSpot CRM accounts.
- In your HubSpot account, navigate to Marketing > Email.
- Click the name of an existing email draft or click Create email at the upper right.
Follow the corresponding instructions below based on whether you're using the drag and drop email editor or the classic email editor.
Add a personalization token for the contact owner using the drag and drop email editor
- At the top of the screen, click the Settings tab.
- Click the From name dropdown menu.
- Click Add Personalization token.
- In the dialog box, click the Property dropdown menu, then select Contact owner.
- The Default user is set in your email content settings, and will be the value displayed if the contact who receives the email does not have an owner set in HubSpot. Click the User property dropdown menu and select Full Name.
- Click Insert.
Repeat the steps above to add the owner email token as the From address.
If you want to send your emails from someone other than the contact owner, you can use these same steps using custom contact properties.
Add a personalization token for the contact owner using the classic email editor
- Locate the Email details section at the top of the email editor and click Edit details.
- Click Add/Manage next to the From name dropdown menu.
- In the Manage From Names pane, click Personalize.
- In the dialog box, click the Type dropdown menu and select Contacts. Then click the Property dropdown menu and select Contact owner.
- The Default user is set in your email content settings, and will be the value displayed if the contact who receives the email does not have an owner set in HubSpot. Click the User property dropdown menu and select Full Name.
- Click Insert.
- In the Manage From Names pane on the right, click Done.
Repeat the steps above to add the owner email token as the from address. When you configure the default user in your email content settings, you will need to input a real email address as the default value if you want to receive actual replies.
If you want to send your emails from someone other than the contact owner, you can use these same steps using custom contact properties.
