Use custom tokens in automated emails
Last updated: October 24, 2024
Available with any of the following subscriptions, except where noted:
Marketing Hub Enterprise |
Use custom tokens in automated marketing emails when sending emails through workflows. You can create custom tokens based on data such as enrolled record data, associated record data, or information retrieved from external sources via integrator actions.
Create custom tokens
Create custom tokens for your automated email from within the workflow editor. Tokens will only apply when the email is used with the specified workflow. When using custom tokens, it is recommended to use the automated email with a single workflow rather than multiple workflows. Learn to clone your emails.
- In your HubSpot account, navigate to Automations > Workflows.
- Click the name of an existing workflow, or create a new workflow.
- In the workflow editor, click the plus icon + to add a workflow action.
- In the right panel, select the Send email action.
- Click the Automated email dropdown menu and select an automated email. Or, create a new automated email.
- In the Add custom tokens to email section, set up your custom tokens.
- To create a new token, enter the Key, then select a property.
- To add another token, click + Add token.
- To remove a property, click the delete edelete icon.
- After setting up your tokens, at the top, click Save.
Use custom tokens in automated emails
After creating custom tokens in the workflow editor, add them to your automated email.- In your HubSpot account, navigate to Marketing > Marketing Email.
- Click the name of the email you've added to the workflow.
- In the email editor, add the token to your email. The token will only be populated when the email is sent.
- The token should be added in the format
{{custom.key}}
. - For example, if your token's Key is set to city, you can add the custom token as
{{custom.city}}
.
- The token should be added in the format
- In the upper right, click Update to publish the edited automated email.
Workflows
Marketing Email
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