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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
HubSpot’s email templates can’t combine multiple custom property values into dynamic content blocks, forcing you to use separate tokens for each property instead of creating cohesive, personalized messaging.
Here’s how to consolidate multiple custom properties into single email-ready fields that create more engaging, contextual email content while reducing template complexity.
Consolidate custom properties for email templates using Coefficient
Coefficient overcomes HubSpot’s limitations by letting you import all custom properties, use consolidation formulas to combine them into email-optimized formats, then sync these consolidated fields back to HubSpot for use in your email templates.
How to make it work
Step 1. Import all required custom properties.
Connect to HubSpot through Coefficient and import contacts with all custom properties you want to consolidate. Include standard properties if needed for context and filter to active contacts if processing large databases.
Step 2. Create consolidation formulas.
Use simple concatenation like =CONCATENATE(B2, ” | “, C2, ” | “, D2) or conditional consolidation with =TEXTJOIN(” • “, TRUE, IF(B2<>“”, “Industry: ” & B2, “”), IF(C2<>“”, “Role: ” & C2, “”), IF(D2<>“”, “Interest: ” & D2, “”)). For email optimization, try =”Dear ” & A2 & “, based on your profile (” & TEXTJOIN(“, “, TRUE, B2:D2) & “), we recommend…”.
Step 3. Optimize for email templates.
Create scannable lists with =”Your preferences:” & CHAR(10) & “✓ ” & SUBSTITUTE(TEXTJOIN(CHAR(10) & “✓ “, TRUE, B2:D2), “, “, CHAR(10) & “✓ “). Build dynamic content blocks using =IF(COUNTA(B2:D2)>3, “Multiple interests including ” & B2 & ” and ” & C2, TEXTJOIN(” and “, TRUE, B2:D2)).
Step 4. Export to email template properties.
Create dedicated email template properties in HubSpot using clear naming like “email_consolidated_interests”. Map your consolidated data via Coefficient Export and schedule updates before email campaigns to ensure current data.
Simplify your email personalization
This approach reduces email template complexity while enabling personalization beyond HubSpot’s native capabilities, creating reusable consolidated fields across multiple campaigns. Start using Coefficient to build better email templates with consolidated custom properties.
