HubSpot – Creating a Message Template

HubSpot

TrueDialog Integration

A message template contains a prewritten message that can be sent to a single contact or as a mass SMS to multiple contacts. This guide will show you how to create a template and add dynamic content. A template is created through the TrueDialog Chat window and can be used from the Chat window and a workflow. For instructions on using a template, see the HubSpot – Using a Message Template article.

When creating a template, it is important to note that it will be the complete message sent to the contact. Before sending, no additional information or modifications can be made to the template message from the TrueDialog Chat window or the Send Mass SMS workflow.

Create a Template

1. From the left sidebar, expand CRM and click Contacts.

   

2. Click the contact.

   

3. Find the TrueDialog CRM Card in the right sidebar.
4. Click Open Chat to open the TrueDialog – Open Chat window.

   

5. From the TrueDialog Chat window, click the Notebook icon at the bottom right.

   

6. Leave the Select Template dropdown as Create new template or select existing.
7. Enter the name of your template in the New Template Name textbox. Note: Template names can not have spaces but can include underscores and dashes.

   

8. Enter the template message in the Template Content textbox.

   

9. (Optional) Dynamic content can be added to your template by entering the Internal Name of the HubSpot Contact Property, surrounded by two pairs of curly braces. For example, to include a contact’s first name, enter {{firstname}}. See the Find a Properties Internal Name section below for instructions on finding the Internal Name of a property.
10. Click the Save icon in the bottom right of the window.

    

11. Once the template is saved, a notification will be displayed in the window’s upper right.

    

Find a Properties Internal Name

To use a property as dynamic content in a message template, you must know its Internal Name. Below are instructions to help you obtain the Internal Name of a property. The example here uses the First Name property.

1. Click the Gear icon at the top to get to the Settings page.

   

2. Under the Data Management section, click Properties.

   

3. Enter the property you are looking for in the Search properties box.
4. Click the Name of the property you want to open the Edit property window.

   

5. Click the </> icon at the end of the Label textbox.
6. Copy the Internal name in the popup window.

   

7. Use the copied Internal Name in your template for dynamic content. Remember to use brackets around the Internal Name. {{InternalName}}