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HubSpot - Personalise Emails



HubSpot - Personalise Emails: step-by-step guide

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

  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.

Quick answer: To personalize emails in HubSpot, navigate to Marketing and select Email, open your draft, and click where you want personalization. Click Personalize, pick your token type and property, then preview your email by using the Preview and send button, clicking Preview, and choosing a contact.

About this HubSpot tutorial

Customize your HubSpot email campaigns using contact and company tokens, then preview the finalized message with real recipient data. This guide covers hubSpot - Personalise Emails in 9 steps, starting with "Navigate to Marketing in the left pane and select Email. ‍" and finishing with "You can view how your email looks with the personalization". The interactive demo above is a click-through copy of the real HubSpot interface, so you can rehearse each step before doing it in your own account.

Frequently asked questions

How many steps does hubSpot - Personalise Emails take?

9 steps. Each one is listed in order above, and the demo highlights exactly where to click.

Can I try it without changing my own account?

Yes. Clicking through the demo doesn't touch your HubSpot data or settings. Once you know the flow, repeat it in your own workspace.

This tutorial is filed under HubSpot. Related guides: Hubspot - Pop up form to Mailchimp, HubSpot - Segment contacts and HubSpot - Test email. Last reviewed 05 Oct 2026.

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