How to Create a Personalized Email Template in HubSpot with SimpleEvents Custom Properties

This guide outlines how to create a personalized email template in HubSpot using SimpleEvents' custom properties.

Creating a personalized email template in HubSpot using SimpleEvents custom properties can enhance your email marketing strategy. An example email is at the bottom of this article.

Video walk-through

Step-by-Step Guide

Step 1: Create a New Email in HubSpot

  • Go to the email marketing section in HubSpot.

  • Click "Create a new email."

  • Choose between regular (one-off) or automated email.

Step 2: Select and Customize a Template

  • Choose an initial template, such as a welcome template.
  • Customize the layout. For example, set up a two-column layout and adjust elements as needed.

Step 3: Personalize with SimpleEvents Properties

  • Insert personalization tokens such as the recipient's first name.
  • Utilize SimpleEvents custom properties like confirmation code, event link, QR code, and last event registered.
  • Ensure you switch to the contact record view to access these properties.

Step 4: QR Code Integration

  • Add the QR code personalization property from SimpleEvents for easy event access.
  • The properties are:
    • Last Event Confirmation Code
    • Last Event Link
    • Last Event QR Code
    • Last Event Registered

Step 5: Add Event Details

  • Insert details like event name, description, and address.
  • Customize further with additional text, images, or links.

Step 6: Preview and Test

  • Preview the email template to ensure all elements are correctly in place.
  • Test the email with a sample contact to verify the appearance and functionality.

Step 7: Finalize and Use

  • Make any final adjustments based on the preview and tests.
  • Add the template to relevant workflows for automated sending or use it for one-off emails

Example Email

simplevents.io-email-qr-codes