Create the perfect personalised emails for your clients with ease using the new personalisation tokens in HubSpot
In this hack, we will show you how to make sure your clients are booking calls with their account manager when the contact owner isn't them.
There would be many times this would be the case, for example, when your admin or manager owns all the data but you are the one handling the account.
There are multiple use cases for this simple hack, such as:
- Automate invoice reminders with the invoice record.
- Sending people with a set interest area to a content offer specific for them.
- And Christmas themed, but tiering your clients depending on spend and sending them to specific Christmas gift selections.
Prior to the update which allowed you to use personalisation token URLs in buttons, you could only do this with a plain text field.
Step 1: Automate for the record to be filled out
There's already an existing property built for the contact owners meeting link, but sometimes the contact owner isn't always going to be the person dealing with the communication side of things.
This is where you will need to create a separate property and label it accordingly; we used "meeting link." Once you have created this property, then you are going to need to populate it with the correct meeting links. Here are the steps to do this.
- Head over to workflows and create one from scratch. I have filtered the initial property on when a contact's lifecycle stage has been set to "Active customer," but you can filter it however you wish.
- Create an if/then branch and filter this on contact owner. Select the owners that are relevant. I used, for example, team managers, and their team are the ones managing the accounts.
- Under each branch, select for a CRM contact record to be edited > select meeting link > put in the URL of the account manager link.
You will then want to set this workflow live and test. Always test!
This is a simple example workflow, so yours could look completely different - it all depends on how you split your accounts/contacts and how that is reflected in your CRM.
For example if you have account managers that deal with larger accounts over a certain revenue, and others who manage accounts below it, you could branch the workflow based on revenue. Alternatively, you could be a little smarter with this and mark account managers with association labels, and create a workflow which reflects that.
Step 2: Create your email.
Once you have done step one, it's time to create your email. Whether this is automating a welcome email for your new clients to book an initial call with their account manager or scheduling a quarterly catch up call to see where the project is and if they need any further assistance.
Head into your email and create a CTA you want, this could be a button or and image for your contacts to press. When you insert the CTA you will see a screen like the image below.
This is what a button could look like in your email.
The opportunities are endless and depend on how you do things for your business. It's a much quicker way than building lists and creating smart content within your emails as it all pulls from the contact, company, deal or ticket record.
