Hubspot

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How to Personalize Email in HubSpot | With 1-min Interactive Guide

Personalize HubSpot emails to improve engagement and conversion rates.

Hubspot

Product

Product

How to Personalize Email in HubSpot | With 1-min Interactive Guide

Personalize HubSpot emails to improve engagement and conversion rates.

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Connect 30+ data sources to Google Sheets

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Table of Contents

Here's a quick step-by-step guide 🔝

Here's a quick step-by-step guide 🔝

Introduction

Personalizing emails in HubSpot allows you to create targeted and relevant content for your audience, leading to better engagement and higher conversion rates. By using personalization tokens, you can insert dynamic content such as contact names, company details, or industry information directly into your emails. This guide will walk you through how to personalize emails in HubSpot.


Why Personalizing Emails Is Important


  • Improves Engagement: Personalized emails capture your audience's attention and increase the likelihood of interaction.

  • Builds Relationships: Tailored content makes your emails feel more human and relatable, fostering trust with your audience.

  • Increases Open and Click-Through Rates: Emails with personalized subject lines and content often see higher open and engagement rates.

  • Enhances Customer Experience: Providing personalized information improves the overall customer experience, making recipients feel valued.


How to Personalize Emails in HubSpot

Step-by-Step Guide

  1. Navigate to Marketing > Email: In your HubSpot account, go to Marketing in the left pane and select Email.

  2. Open Your Draft Email: Choose the draft email you want to personalize and open it in the editor.

  3. Click Where You Want Personalization: In the email editor, click where you want to add personalized content, such as the recipient's name or company.

  4. Use the Personalize Menu: Click on the Personalize menu and select the type of personalization you want to add.

  5. Pick Tokens: Choose the type of token you want to use—Contact or Company—and then select the property (e.g., name, industry).

    • Example: "Hi [Contact First Name]," or "[Company Industry] solutions for your business..."

  6. Preview Personalization: Click on the Preview and send button to see how your email will look with the personalization.

  7. Choose Contact: Use the Choose contact option to preview how the email appears for specific contacts.

  8. Send or Save: Once you're happy with the personalization, send the email or save the draft.


Best Practices for Email Personalization


  • Use First Names: Including the recipient’s first name in the subject line or greeting can make the email feel more personal and engaging.

  • Leverage Contact and Company Data: Personalize emails based on contact properties (e.g., industry, location) to deliver more relevant content.

  • Preview Before Sending: Always preview your personalized emails for different contacts to ensure everything displays correctly.

  • Avoid Over-Personalization: While personalization is powerful, overusing it can make the email feel robotic. Keep it subtle and relevant.


Summary

Personalizing emails in HubSpot is a powerful way to connect with your audience and improve engagement. By leveraging personalization tokens, you can tailor your email content to each recipient, creating a more relevant and personal experience. Follow the steps outlined in this guide to easily personalize your emails in HubSpot.


Superjoin: Data Connector for Google Sheets

Although personalizing emails in HubSpot doesn’t directly involve data syncing, managing your HubSpot data efficiently is critical for effective email personalization. Superjoin is a powerful data connector for Google Sheets that allows you to seamlessly import HubSpot data into your spreadsheets. With its 2-way sync feature, you can export data back to HubSpot, making it easier to manage your contacts and automate personalized reports. Try Superjoin today!

Introduction

Personalizing emails in HubSpot allows you to create targeted and relevant content for your audience, leading to better engagement and higher conversion rates. By using personalization tokens, you can insert dynamic content such as contact names, company details, or industry information directly into your emails. This guide will walk you through how to personalize emails in HubSpot.


Why Personalizing Emails Is Important


  • Improves Engagement: Personalized emails capture your audience's attention and increase the likelihood of interaction.

  • Builds Relationships: Tailored content makes your emails feel more human and relatable, fostering trust with your audience.

  • Increases Open and Click-Through Rates: Emails with personalized subject lines and content often see higher open and engagement rates.

  • Enhances Customer Experience: Providing personalized information improves the overall customer experience, making recipients feel valued.


How to Personalize Emails in HubSpot

Step-by-Step Guide

  1. Navigate to Marketing > Email: In your HubSpot account, go to Marketing in the left pane and select Email.

  2. Open Your Draft Email: Choose the draft email you want to personalize and open it in the editor.

  3. Click Where You Want Personalization: In the email editor, click where you want to add personalized content, such as the recipient's name or company.

  4. Use the Personalize Menu: Click on the Personalize menu and select the type of personalization you want to add.

  5. Pick Tokens: Choose the type of token you want to use—Contact or Company—and then select the property (e.g., name, industry).

    • Example: "Hi [Contact First Name]," or "[Company Industry] solutions for your business..."

  6. Preview Personalization: Click on the Preview and send button to see how your email will look with the personalization.

  7. Choose Contact: Use the Choose contact option to preview how the email appears for specific contacts.

  8. Send or Save: Once you're happy with the personalization, send the email or save the draft.


Best Practices for Email Personalization


  • Use First Names: Including the recipient’s first name in the subject line or greeting can make the email feel more personal and engaging.

  • Leverage Contact and Company Data: Personalize emails based on contact properties (e.g., industry, location) to deliver more relevant content.

  • Preview Before Sending: Always preview your personalized emails for different contacts to ensure everything displays correctly.

  • Avoid Over-Personalization: While personalization is powerful, overusing it can make the email feel robotic. Keep it subtle and relevant.


Summary

Personalizing emails in HubSpot is a powerful way to connect with your audience and improve engagement. By leveraging personalization tokens, you can tailor your email content to each recipient, creating a more relevant and personal experience. Follow the steps outlined in this guide to easily personalize your emails in HubSpot.


Superjoin: Data Connector for Google Sheets

Although personalizing emails in HubSpot doesn’t directly involve data syncing, managing your HubSpot data efficiently is critical for effective email personalization. Superjoin is a powerful data connector for Google Sheets that allows you to seamlessly import HubSpot data into your spreadsheets. With its 2-way sync feature, you can export data back to HubSpot, making it easier to manage your contacts and automate personalized reports. Try Superjoin today!

FAQs

What are personalization tokens in HubSpot emails?

What are personalization tokens in HubSpot emails?

Can I preview personalized emails before sending them?

Can I preview personalized emails before sending them?

What type of properties can I personalize in HubSpot emails?

What type of properties can I personalize in HubSpot emails?

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Hubspot

Product

Product

How to Personalize Email in HubSpot | With 1-min Interactive Guide

Personalize HubSpot emails to improve engagement and conversion rates.