This article explains how to send an email to Via staff or other HubSpot contacts for the purpose of updating their information. This can be used for confirming birthdays and anniversaries, gathering information for an upcoming staff event (MLT, Family Gathering, etc.), or just a general confirmation of contact information.
Create a form to collect updated information
Follow the steps in the Forms Job Aide to create a standalone form with all properties that you want to collect.
If there are properties that you need that aren’t created, please contact Tech to have them created.
When you create this form, you will be given a link to the form. Save this link as you will need it later.
Create a Marketing Email
Follow the steps in the Email Job Aide to create a marketing email.
And use the following additional steps:
Use the personalization tokens to add properties that you need the staff to review
To add tokens, you will need to be working in a Text block
Click the Personalize tool at the far right of the toolbar
Search for the property you wish to insert.
As a best practice, you will want to manually type the property label so that staff know what the token is for as shown below.
You can also set a default value in case a property is blank.
To give staff a clear way to update information, you will need to include a link to the form you created earlier.
Add a button to the bottom of the email
Get the link from the for you created and insert it into the URL field in the button settings.
Send yourself a test email and make sure you choose a contact for demo purposes. This allows you to see how the email will appear to staff with their information.