Use dynamic personalization to generate marketing email content using AI

With dynamic personalization, you can generate dynamic text within marketing emails that is personalized to each recipient using the information stored on their contact and company records and your brand identity.

Please note: Please avoid sharing any sensitive information in your enabled data inputs for AI features, including your prompts. Admins can configure generative AI features in account management settings. For information on how HubSpot AI uses your data to provide trustworthy AI, with you in control of your data, you can refer to our HubSpot AI Trust FAQs.

Before you get started

Before you begin working with this feature, make sure to fully understand what steps should be taken ahead of time, as well as the limitations of the feature and potential considerations of using it. 

Understand requirements

• Only automated marketing emails designed for workflows can use dynamic text. 
• To use dynamic personalization, the following settings must be turned on in AI settings: 
  • Give users access to generative AI tools and features 
  • CRM data

Understand limitations & considerations

• Each marketing email can only have a single dynamic token. 
• Dynamic tokens inherit the styling of their module. 
• Content will be generated using the language set on the Setup tab of the email editor.
• Dynamic tokens cannot be used in the subject line or preview text fields. 
• Currently, you can only send 50,000 dynamically personalized marketing emails per calendar month. If you've already hit the limit, any additional emails sent with dynamic personalization will use the fallback text. 

Create emails with dynamic content

1. In your HubSpot account, navigate to Marketing > Email.
2. In the top right, click Create email. 
3. In the right panel, select Automated, then click Next. 
4. Hover over a template, then click Choose template. 
5. In the email editor, click a Text module. 
6. In the rich text editor, click the breezeSingleStar AI icon dropdown menu and select Dynamic text token.
7. In the dialog box, click a prompt suggestion or enter a custom prompt in the Prompt field. Keep in mind the following when creating a prompt: 
   • AI can only access contact information in the contact or company properties associated with the email's personalization tokens. Information stored elsewhere on contact or company records will not be used. 
   • Including links in a prompt is not currently supported. 
   • Your brand identity and the content of the email will be automatically factored into the response. You do not need to include this information in the prompt. 
   • It's recommended to specify much text should be generated. For example, you could limit the response to two sentences or under 200 words. 
   • It's also recommended to include all relevant context in the prompt. For example, if you're sending an email about a product promotion, you should include information about the product and its features. 
8. In the When there's no info, show this field, enter the text that will appear in this module for recipients who don't have enough information on their contact records to create a dynamic version. 
9. By default, the Add a disclaimer to the bottom of the email checkbox is selected. This is a recommended setting that adds a disclaimer for content created using AI that has not been manually reviewed. To turn this setting off, clear the checkbox. 
10. In the Test your dynamic test section, click the Choose contacts to see examples dropdown menu and select the checkboxes next to up to three contacts. 
11. To test additional contacts:
    • Click the X next to the selected contacts.
    • Click the Choose contacts to see examples dropdown menu and select the checkboxes next to up to three new contacts. It's recommended to test as many contacts as possible.
12. When you're finished refining and testing your prompt, click Insert token. 
13. To preview dynamic content within the email, preview the email as a contact or send a test email. 
14. Finish editing your email, then click Review and publish in the top right. 
15. In the right panel, review and address any issues, then click Publish. 
16. Create a workflow for sending your automated email. 

View a personalized email

Once an email has been sent using dynamic personalization, you can view the version of the email sent to a specific contact for up to two weeks after the email is sent. This option is only available for emails sent with dynamic personalization. 

1. In your HubSpot account, navigate to CRM > Contacts.
2. Click the name of the contact who was sent the email. 
3. At the top of the contact record, click the Activities tab. 
4. Click the Filter activity dropdown menu and select the checkbox next to Marketing emails. You may wish to clear the checkboxes next to other activities. 
5. On the activity for the marketing email sent with dynamic personalization, click View sent email.