HubSpot Merge Tag Sync

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Overview

HubSpot Merge Tag Sync brings your HubSpot personalization tokens into RGE Studio. The tokens appear as merge tags in the builder. You can use them right away, with no manual import.

The sync works with the HubSpot connector. You can use it when you export emails or landing pages to HubSpot.

Prerequisites

• Role type: Owner, Admin, or Manager.
• HubSpot connection: Connect your HubSpot account to RGE Studio. This feature works with the HubSpot connector only.
• Personalization tokens: Create your tokens in HubSpot before you sync.

To learn how to connect your account, see the RGE Studio Academy tutorial. You can also watch the video below.

Definitions

This article uses two key terms:

• Merge tags: Placeholders that insert personal details into your content. For example, a merge tag can insert a contact's first name.
• HubSpot personalization tokens: HubSpot's version of merge tags. RGE Studio imports them as merge tags. To learn more, see HubSpot's Personalize your content article.

Creating tokens in HubSpot

Follow these steps to create a personalization token in HubSpot:

1. Click the settings icon in the top right of the screen.
2. In the left sidebar, scroll down to the Data Management section.
3. Click Properties.
4. Select the object type, such as Contact or Company.
5. Click Create property. Fill in the Label, Group, and Field type fields.
6. Click Create to save.

To learn more, see HubSpot's Personalize your content article.

How to use

You can import your HubSpot personalization tokens into RGE Studio as merge tags.

Syncing personalization tokens

You can sync your tokens in two ways:

• Through your workspace settings
• Through the builder

Through your workspace

Follow these steps to sync your tokens through your workspace settings:

1. Go to Settings > Personalization > Add New.
2. Select Sync with Connectors.
3. Choose HubSpot if your account is connected. Otherwise, click Connect and Sync. This links your account and syncs your available HubSpot tokens.

Note: Synced merge tags appear in the Merge tags window inside the builder. They do not appear in the Merge tags section of your Personalization settings.

Through the builder

Follow these steps to sync your tokens while you design:

1. In the builder, click the content where you want to add a merge tag.
2. Select Sync merge tags. This syncs your latest HubSpot tokens.
3. The Sync with connectors window opens. Click the sync icon with two arrows.
4. Select the merge tags you want to add to your design.

Refreshing merge tags

If you update your tokens in HubSpot, refresh your merge tags in RGE Studio. Click the Refresh icon. You can find it in the merge tags window in the builder. It is also in your personalization settings.

Important considerations

1. Connection requirements
   • Your HubSpot account must stay connected to sync merge tags. If you disconnect HubSpot, RGE Studio removes your synced merge tags. Merge tags you already added to your emails stay in place.
2. First sync
   • The first time you sync, HubSpot logs you out automatically. Log back in to complete the connection.
3. Long merge tags
   • Long merge tag names or syntax may appear cut off in RGE Studio. RGE Studio shortens the syntax first. This keeps the names easy to read.
4. Sync management
   • RGE Studio picks up HubSpot token changes when you refresh. Refresh your merge tags each time you change tokens in HubSpot.