HubSpot - Personalise Emails



Guide

  1. Navigate to Marketing in the left pane and select Email.ā€

  2. Open your draft email.

  3. Click where you want personalization

  4. Click on the Personalize button

  5. Pick Tokens: Choose the type (Contact/Company) and property (name, industry, etc.)

    Examples: "Hi [Contact First Name]," "[Company Industry] solutions..."

  6. Preview personalization using the Preview and send button.

  7. Hit the Preview button.

  8. Click on Choose contact and select a contact from your list.

  9. You can view how your email looks with the personalization.

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