Can you personalize a snippet in HubSpot?

Personalization tokens can be a great way to make your snippets more relevant and engaging. By using personalization tokens, you can ensure that your snippets are tailored to the specific contact or record that you are interacting with.

Yes, you can personalize a snippet in HubSpot. You can use personalization tokens to insert dynamic content into your snippets, such as the contact's name or company name.

Here are the steps on how to personalize a snippet in HubSpot:

  1. Go to Conversations > Snippets.
  2. Click the name of the snippet that you want to personalize.
  3. In the snippet editor, click the Personalize dropdown menu.
  4. Select the personalization token that you want to use.
  5. The personalization token will be inserted into the snippet at the cursor position.
  6. Save your changes.

Here are some of the personalization tokens that you can use in HubSpot snippets:

  • Contact properties: These tokens use the values for the contact properties associated with contacts in your HubSpot database.
  • Company properties: These tokens use the values for the company properties associated with contacts in your HubSpot database.
  • Deal properties: These tokens use the values for the deal properties associated with deals in your HubSpot database.
  • Ticket properties: These tokens use the values for the ticket properties associated with tickets in your HubSpot database.
  • Sender properties: These tokens use the values for the sender properties associated with the user who is using the snippet.

You can find a complete list of personalization tokens in the HubSpot Knowledge Base.

Here are some examples of how you can use personalization tokens in HubSpot snippets:

  • Insert the contact's name:
Code snippet
Hi  ,
Use code with caution. Learn more
  • Insert the company name:
Code snippet
Thank you for your interest in .
Use code with caution. Learn more
  • Insert the deal stage:
Code snippet
We are currently in the {{deal.stage}} stage of the sales process.
Use code with caution. Learn more
  • Insert the ticket status:
Code snippet
Your ticket is currently in the {{ticket.status}} status.
Use code with caution. Learn more
  • Insert the sender's name:
Code snippet
This message was sent by .
Use code with caution. Learn more

Personalization tokens can be a great way to make your snippets more relevant and engaging. By using personalization tokens, you can ensure that your snippets are tailored to the specific contact or record that you are interacting with.