When you personalized content, it attracts the viewer's attention and helps you to have a better engagement. Personalization tokens represent property values based on associated CRM records the tracked contacts'. If anyone who is viewing your content doesn't have a value for the property you're using to personalize the content then the default value will be shown instead.
You can set a default value directly within the content editor while inserting a personalization token. You can also apply the global default value for the personalization token, which is managed within your account settings.
How to use local default values for personalization
- Go to your email, landing pages, or website pages in your HubSpot account.
- Go to the email or page you're looking to edit. Hover over the name of the page or email and click Edit. If you want to create new content, click Create in the top right corner.
- Within the content editor, click on the rich text where you want to add personalization.
- Click Personalize.
- Click the dropdown Insert personalization Token, then enter in the search bar to look up the property that you want to use to personalize your content. Click the property name to select it as the personalization token.
- Enter a default value, that will appear for any visitors who don't have a value for the property you've selected. To select global default values for the personalization token, select the checkbox.
- Click Insert.
To use global default values for personalization
You can set global default values for personalization tokens used in your marketing emails, website pages, and landing pages within your account settings.
To set the default values for personalization tokens used in:
Landing pages or website pages
- Click the settings icon in the main navigation bar in your HubSpot account.
- Go to Website > Pages in the left sidebar menu.
- Click the Personalization tab.
- Click Edit defaults next to either Contact property defaults or Company property defaults.
- In the new window, search for property in the search bar, select the property, and enter a default value.
- Click Save.
Marketing emails
- Click the settings icon in the main navigation bar in your HubSpot account.
- Click Marketing > Email in the left sidebar menu.
- Click the Configuration tab, scroll down to the Default values for email personalization. Select Edit defaults next to edit either Contact property defaults or Company property defaults.
- In the new window, search for property in the search bar, select the property, and enter a default value.
- Click Save.