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Sequences

How to use Saber personalised messages and custom fields in Hubspot Sequences

Joey van Ommen avatar
Written by Joey van Ommen
Updated over 2 months ago

Saber helps you find the right account-level and contact-level hooks, which you can use to generate personalised messages in a number of different languages. These messages can then be saved in Hubspot, in the custom fields that were created during the initial sync.


Using Custom Fields in your Sequences

To use the personalised messages created by Saber in your sequence, you need to use the custom field variables when creating your sequence. First, go to "Sequences" from the main menu, and in the top right, "Create sequence". You'll land on a page where you can select a template or choose a blank sequence. Choose your preferred way to start. Now, let's edit the first email step, or if you're building a sequence from scratch, click on "Automated email":

Next, you will need to create a new template which we'll use when sending the email. Click on "Create template" to continue:

The following screen should popup. First, give your template a name. This is purely for internal purposes and allows you to identify the template. Next, choose the subject line of the email. While Saber does generate these, Hubspot does not allow variables in the subject line, so you'll have enter something static here. Finally, to add the personalised messages Saber generated, click on "Personalise":

In the search field, type in "Saber" and make sure the Type dropdown is set to "Contact". Below, you will find all the fields Saber created for Hubspot Contacts. Select the first one, "Saber Personalized Message 1":

You should now see the field being added to the text area. Make sure you've set a subject line and hit "Save template". Your template will now automatically be used for the step we just configured. Repeat these steps for when you want to send the second and third personalised messages. Each should have its own template, that you reference in the step in the sequence.

How to test your sequence

Create a sequence from scratch and follow the steps laid out above. It's recommended to test the sequence with recipients you can confirm the output with, so for the sake of testing, add the company you work for to Hubspot and click on sync in Hubspot settings to make sure it's properly synced in Saber. Then click on "Start Research" and give it a few minutes to complete. After you've found some contacts you can test with (including your self), research them and generate a personalised sequence in Saber. Add the contacts you've found and save the messages by click "Add to Contact":

Then go to Hubspot, and enroll the contact into your newly created Sequence. This will set it off, and the personalised messages will be delivered to the contacts you've enrolled.

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