Use this article to add Novella Email survey embeds into HubSpot sales/service Message Templates.
Before you start
- Copy the Novella Email embed snippet from your survey.
- If you need recipient-level tracking, make sure your Novella embed/token setting is configured for your HubSpot workflow.
Step-by-step
- In HubSpot, navigate to CRM > Message Templates.
- Create a new template or open an existing one.
- In the template body editor, place your cursor where you want the survey.
- Paste the Novella embed snippet.
- Save the template.
- Open the template in an email compose experience and send a test email.
Snippet/token sanity check (important)
Using your example format, a valid embed usually includes:
- HubSpot is the platform in this set where contact/company tokens are expected to be supported.
- A table wrapper for layout compatibility across email clients.
- Score-specific links where only the score path changes (for example `/1`, `/2`, `/3`, ...).
- HubSpot tokens in query params (for example `{{ contact.email }}`, `{{ contact.firstname }}`, `{{ contact.lastname }}`, `{{ company.name }}`) when contact/company attribution is needed.
- HTML-encoded separators (`&`) inside `href` attributes.
Do not hand-edit encoded values or convert `&` to raw `&` in the HTML source. Paste the Novella output as-is.
Using personalization tokens
- If you include HubSpot personalization tokens in nearby text, keep them outside the survey anchor tags.
- Do not manually edit Novella score link destinations unless you intentionally need custom parameters.
Troubleshooting
Template editor removes some HTML
HubSpot may sanitize markup depending on editor mode. If rendering degrades, re-paste from Novella and keep the embed block isolated on its own line.
Survey links lose HubSpot context parameters
If your team appends additional tracking, validate final delivered links from a received email, not just the editor preview.
Inconsistent rendering between inboxes
Client rendering differences are normal. Confirm functional correctness (clickable score links and correct landing page) first.
Best practices
- Keep the template copy short around the survey block.
- Run a QA pass after any template edits.
- Version important templates so you can roll back quickly.