Quick summary
HubSpot's email personalisation feature lets marketers insert dynamic contact and company tokens directly into email content, making every message feel tailored to the individual recipient. Using the built-in Personalize button and preview tools, you can verify exactly how each email will render before sending.
Steps
- Navigate to Marketing in the left pane and select Email.
- Open your draft email from the email list.
- Click in the email body at the exact spot where you want to insert personalisation.
- Click the Personalize button in the editor toolbar.
- Pick tokens by choosing the type (Contact or Company) and the property (name, industry, etc.), for example "Hi [Contact First Name]" or "[Company Industry] solutions".
- Click Preview and Send to open the email preview mode.
- Hit the Preview button to render the email with live personalisation applied.
- Click Choose contact and select a contact from your list to see how the email appears for that specific recipient.
- Review how your email looks with all personalisation tokens resolved and confirm the output is correct.
