How to Change Marketing Contact Status in HubSpot – 1 Min Guide
How to Change Marketing Contact Status in HubSpot – 1 Min Guide
Managing your contact statuses in HubSpot is important for top marketing and cost management.
By designating contacts as marketing or non-marketing, you can ensure that your marketing efforts are directed appropriately and that you’re only paying for the contacts you actively engage with.
Understanding how to change marketing contact status in HubSpot is used for optimizing your contact management and marketing strategy.
This guide will walk you through the process of changing marketing contact statuses in HubSpot, providing detailed steps and best practices.
Understanding Marketing vs Non Marketing Contacts in HubSpot
In HubSpot, contacts are categorized based on your engagement intentions:
Marketing Contacts
These are individuals you actively target through marketing campaigns, such as emails, ads, and other promotional activities.
They count towards your billable contact tier.
Non-Marketing Contacts
These are individuals you do not engage with through marketing efforts.
They do not count towards your marketing contact tier, allowing you to manage and store them without incurring additional costs.
Understanding this distinction is crucial for optimizing your marketing budget and ensuring compliance with your subscription limits.
How to Change a Contact Status to Marketing in HubSpot
To designate a contact as a marketing contact, follow these steps:
- Navigate to Contacts:
- Log in to your HubSpot account.
- Go to Contacts > Contacts.
- Select the Contacts:
- Use the checkboxes to select the contacts you wish to update.
- Change Status to Marketing:
- Click on the More dropdown menu at the top of the table.
- Choose Set as marketing contacts.
- In the confirmation dialog box, enter the number of contacts to confirm and click Set [number] contacts.
Alternatively, when creating a new contact:
- Click Create contact in the upper right corner.
- Fill in the contact’s details.
- Select the Set this contact as a marketing contact checkbox.
- Click Create.
How to Change a Contact Status to Non-Marketing in HubSpot
To update a contact’s status to non-marketing:
- Navigate to Contacts:
- Log in to your HubSpot account.
- Go to Contacts > Contacts.
- Select the Contacts:
- Use the checkboxes to select the contacts you wish to update.
- Change Status to Non-Marketing:
- Click on the More dropdown menu at the top of the table.
- Choose Set as non-marketing contacts.
- In the confirmation dialog box, click Set as non-marketing.
Please note that changes to non-marketing status will take effect on the next update date.
Automating Contact Status Changes Using Workflows
For HubSpot Professional and Enterprise users, automating the process of updating contact statuses can save time and reduce manual effort.
Workflows allow you to set criteria that automatically change a contact’s status based on their behavior or properties.
Setting Contacts as Marketing via Workflows
- Create a New Workflow:
- Navigate to Automations > Workflows.
- Click Create workflow and select Contact-based.
- Define Enrollment Triggers:
- Set criteria that determine when a contact should be marked as marketing (e.g., form submission, specific property value).
- Add Action to Set as Marketing:
- Click the + icon to add an action.
- Select Set marketing contact status.
- Choose Set as marketing.
- Review and Activate:
- Review your workflow settings.
- Turn on the workflow to start automatic updates.
Setting Contacts as Non-Marketing via Workflows
- Create a New Workflow:
- Navigate to Automations > Workflows.
- Click Create workflow and select Contact-based.
- Define Enrollment Triggers:
- Set criteria for when a contact should be marked as non-marketing (e.g., unsubscribed from all emails, invalid email address).
- Add Action to Set as Non-Marketing:
- Click the + icon to add an action.
- Select Set marketing contact status.
- Choose Set as non-marketing.
- Review and Activate:
- Review your workflow settings.
- Turn on the workflow to enable automatic status changes.
Best Practices for Managing Contact Statuses
Regularly Review Contact Engagement
Periodically assess your contacts engagement levels to determine if their status should be updated.
Utilize Lists for Bulk Updates
Create active lists based on specific criteria (e.g., recent engagement) to manage and update contact statuses in bulk.
Set Up Workflows for Automation
Reduce manual effort and errors by automating marketing and non-marketing contact status updates.
Monitor Billing Tiers
Keep an eye on your marketing contact limits to avoid unexpected charges.
Comply with Data Privacy Regulations
Ensure that contacts have opted into marketing communications to stay compliant with GDPR, CCPA, and other regulations.
How to Change a Non Marketing Contact Status in HubSpot – Conclusion
Effectively managing marketing and non-marketing contacts in HubSpot is key to optimizing your marketing efforts and budget.
By following the steps outlined in this guide, you can change contact statuses, automate updates, and ensure compliance with your marketing strategy.
Implement these best practices to keep your HubSpot CRM organized, cost-effective, and performance-driven.
How to Change Someone to a Marketing Contact in HubSpot – FAQs
How do I change my contact lead status in HubSpot CRM?
To change a contact lead status in HubSpot CRM, go to Contacts, select the contact you want to update, and click Edit in the Lead Status property. Choose the desired status from the dropdown and save the changes.
How do I change contact properties in HubSpot CRM?
To change contact properties in HubSpot CRM, go to Contacts, select the contact you want to update, and click Edit in the property section. Update the desired property values and click Save to apply the changes.
How do I remove marketing contact status from HubSpot CRM?
To remove marketing contact status in HubSpot CRM, go to Contacts, select the contacts you want to update, click More, then choose Set as non-marketing contacts. Confirm the change to update their status.
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