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How to create smart text

Last updated: September 18, 2017

Available For:

Marketing: Pro, Enterprise
Sales: N/A

When creating your web pages in HubSpot, most of your templates that set the foundations of these pages consist of rich text modules. Rich text modules will store the heart of your content, such as the bulk of your text and sometimes even images.

When creating smart text, it’s good to remember the best practices of smart content. You’ll want to start small and pick only one area of text to personalize to your visitors.

How can this help you?

Sometimes personalizing your content doesn’t just have to be about including a name to address your visitor; it can be about changing whole piece of content for your visitor. Based on information you’ve gathered from your contact before, you could give them more information on something you know they showed previous interest in to save them time from trying to dig around your website to find it.

Sound like something that makes sense for your site? If so, here are some helpful links to get you started:

Instructions for your HubSpot page

Follow these instructions and you’ll learn how to create a smart text module on one of your HubSpot pages.

1. Navigate to Website Pages or Landing Pages

Navigate to an existing page or create a new page. This can be done by navigating to Content > Website Pages or Content > Landing Pages.  (If you don't have website pages, you’ll want to select your landing pages here.)

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2. Create a new page or edit an existing page

Once in your landing pages or website pages, you can hover over a page and click Edit to edit an existing page, or click the blue Create a new landing/website page button.
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3. Make the module smart

Once you’re in your HubSpot page, you’ll want to navigate to a rich text module on the left-hand side of your page where you normally insert your content. Before making this rich text module smart, make sure the content that already lives there (your default content) is optimized for search engines as well as any other visitor you’re not targeting.

When you’re happy with your default content in your rich text module, click the smart icon to begin setting up smart content within the module.

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4. Choose and create your type of smart content

Once you have decided on the visitor you want to target, you can now choose the type of smart content to use. You have five options: country, device type, referral source, contact list membership, or lifecycle stage. You can only choose one type of smart content to create here. Choose one of the options and then click Next step.
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Once you’ve made your decisions on the type and chosen its criteria, click Next step.
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5. Customize your smart rule

This is where all your content creation for smart rules takes place. You’ll see the text area for the rule you created; this is where you’ll want to add in the text you’re writing for your new smart rule. Once you’re done writing this content, click Done.
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That’s it! You’ve created smart text for your web page.

Instructions for your HubSpot template

Follow these instructions to learn how to create smart text on one of your HubSpot templates.

1. Navigate to Design Manager

Navigate to an existing or create a new template. This can be done by navigating to Content > Design Manager.
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2. Create new or edit template

Once in your design manager, you can either click on the name of a current template to edit it, or click the blue New template button.
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3. Make the module smart

Within your template, locate the rich text module you’d like to make smart. Once you’ve located the module, click on the gear icon within the module and then choose Make smart from the dropdown menu that appears.
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4. Choose and create your type of smart content

After deciding on the visitor you want to target, you can now choose the type of smart content to use. You have five options: country, device type, referral source, contact list membership, or lifecycle stage. You can only choose one type of smart content to create here. Choose one of the options and then click Next step.
HubSpot Help article screenshot
Once you’ve made your decisions on the type and chosen its criteria, click Next step.
HubSpot Help article screenshot

5. Customize your smart rule

This is where all your content creation for smart rules takes place. You’ll see the text area for the rule you created; this is where you’ll want to add in the text you’re writing for your new smart rule. Once you’re done writing this content, click Done.
HubSpot Help article screenshot
That’s it! You’ve created smart text for your template.

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