To start using Personalize, connect the app through the HubSpot App Marketplace. The Personalize integration will automatically link to your HubSpot account.
Set Up Interests
To sort your website visitors into their most interested products or services, you will need to create interests in Personalize.
How to Add Interests
Navigate to Interests in the left side menu
Click + ADD INTEREST at the top right corner
Add keywords from the URLS of your products pages, services pages, blog articles or any other website page
For more help, read this article:
Setting Up Interests (Using Keywords)
Create Lists in HubSpot
In order to dynamically change content based on customers interests, you will need to create HubSpot lists for each Personalize interest.
How to Create Personalize Interest Lists in HubSpot
Navigate to Lists under Contacts in HubSpot
Click Create List at the top right
Under Contact Properties, find Top Interest under Personalize - Human Automation
Add in one of the interests you are tracking*
Repeat for all of the Personalize interests you want to track
Create Top Interest Emails Using Smart Content
With Top Interest lists created, you can leverage HubSpot smart content modules to dynamically change content in emails. This can be used in workflow or blast emails.
How to Create Top Interest Emails
Create an email in HubSpot
Hover the email module and click Make Smart
Select Contact List Membership as the criteria and select your Personalize interest list you created in the previous slide
Update the content on the left side editor based on the interest selected
Use Top Interests in Email Subject Lines
Leverage HubSpot Personalization Tokens to dynamically add contacts’ top interests in emails email subject lines.
How to Use Top Interest Personalization Tokens
Create an email in HubSpot
Click Personalize on the right of the subject line
Under Type select Contacts and under Property select Top Interest
Add an appropriate default value for the Top Interest
Step 2.