Email Marketing - Use of Tokens

In this example, imagine you want leads to submit a form and receive a personalized marketing email with their name.

Adding Tokens can be done both in templates and in emails created through the builder of SprintHub.

To do this, follow this tutorial:

• Before we begin, you need to create a form, to learn how to create forms in SprintHub click here

1 - In the main menu, click on 'Relate' and then on 'Emails';

2 - Click +New to create a new email template or click Edit to edit an existing template; Add a Name, leave Published to make the email available, and click Open Builder.

3 - In Dynamics, click and drag Dynamic Text to where you want to position your text. Double-click to access the text editing area.

4 - To add the token, click the + symbol and choose "(Lead) Name", the token will be added alongside the text.

You can choose any other field that the lead previously filled out in the form.

After finishing, click the arrow to exit, then Close, and Save and Close.

• The next step will be creating the Automation Flow that will trigger the marketing email to the leads who completed the form

1 - In the main menu, click on 'Relate' and then in 'Automation Flows';

2 - Click on New to create a new Automation Flow

3 - Define a Name and click Open Builder and add an action to Send Email to the lead

Include the email template previously created with the builder in the action block within the Flow. The email type must be necessarily Marketing Email, otherwise the token will not work.

• Finally, let's configure the form actions, to learn more about Form Actions, click here

1 - In the main menu, click on 'Convert' and then in 'Forms'

2 - Click on Edit

3 - Click on Actions and then New Action

4 - Select Change automation flows and place in the field the automation responsible for sending the marketing email to the lead, click Save and Close.

This way, it will be possible to automatically send personalized emails with the name of the lead who filled out a form.