How To Add First Name In Hubspot Email

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It is highly beneficial to customize your emails as it can greatly boost engagement and open rates. A straightforward and effective approach to personalizing your HubSpot emails is by including the recipient’s first name. This blog post will provide a step-by-step guide on how to accomplish this.

Step 1: Start a New Email or Edit an Existing One

First, navigate to your HubSpot dashboard and find the email tool. This can be done by clicking on ‘Marketing’, then ‘Email’. From here, you can either start a new email by clicking ‘Create Email’ or edit an existing one by clicking on the email’s name.

Step 2: Access the Email Editor

Once you’re on the email editing page, you will see a toolbar at the top of the page. Click on the ‘Edit’ button to access the email editor.

Step 3: Insert a Personalization Token

The next step is to insert a personalization token. In the email editor, put your cursor where you want the first name to appear. Then, click on the ‘Insert’ button in the toolbar and select ‘Personalization’.

Insert Personalization Token

When the ‘Insert Personalization’ window pops up, you will see a list of personalization tokens. Look for the ‘Contact’ category and find ‘First Name’. Click on it to insert it into your email.

Step 4: Update and Test Your Email

Once the first name token is inserted, it will appear something like this: {%First Name%}. This token will be replaced with the recipient’s first name when the email is sent. Make sure to update and test your email to ensure the personalization is working correctly.

A Few Tips

  • If the recipient’s first name is not available in your contact information, HubSpot will not display anything. To avoid this, you can set a default value for the first name token, such as ‘there’ or ‘friend’.
  • Use personalization wisely. Overuse can make your emails feel less authentic and more like spam.

We hope this article has been helpful in teaching you how to add the first name in a HubSpot email. Personalization is a powerful tool and used correctly, it can significantly improve your email marketing results.