App Tutorial

Set Marketing Contacts in HubSpot: A Step-by-Step Guide

author
Jason Gong
App automation expert
Apps used
HubSpot
LAST UPDATED
April 15, 2024
TL;DR

Designating a contact as a marketing contact in HubSpot involves a few key steps to target individuals with marketing campaigns effectively. Here's a quick guide:

  • Verify access to marketing contacts in your HubSpot subscription.
  • Set a default marketing contact status for new contacts via settings.
  • Manually create or import contacts as marketing contacts.
  • Automate marketing contact status with forms and workflows for Professional and Enterprise subscriptions.

Automate your HubSpot marketing processes with Bardeen to save time and enhance efficiency. Learn more at https://www.bardeen.ai/download.

How to Make a Contact a Marketing Contact in HubSpot

Designating contacts as marketing contacts in HubSpot allows you to specifically target individuals with your marketing campaigns, such as emails and ads. This process is essential for managing your marketing efforts efficiently and ensuring compliance with billing policies. The following guide will walk you through various methods to set a contact as a marketing contact within HubSpot.

Automate your HubSpot processes with Bardeen's powerful integrations. Download Bardeen now to streamline your workflow.

Checking Access to Marketing Contacts

Before proceeding, ensure your HubSpot account has access to marketing contacts. This feature is available in Marketing Hub Starter, Professional, and Enterprise subscriptions. Access your account settings by clicking your account name, then select "Account & Billing". Under "Products & Add-ons", verify if your subscription includes "Marketing Contacts". If not, contact HubSpot support or your Customer Success Manager to request access.

Setting Default Marketing Contact Status for New Contacts

HubSpot allows you to set a default marketing contact status for new contacts created through various tools like forms and chatflows. While some tools have fixed default statuses, others can be customized to automatically set contacts as marketing or non-marketing. To customize, navigate to the default marketing contact status settings and adjust according to your preferences.

Creating Individual Marketing Contacts

To manually create a marketing contact:

  1. Navigate to "Contacts" > "Contacts" within your HubSpot account.
  2. Click "Create contact".
  3. Fill in the contact's properties in the right panel.
  4. Select the "Set this contact as a marketing contact" checkbox.
  5. Click "Create".
Streamline your contact management by automating the process. Check out how Bardeen automates adding new HubSpot contacts to Airtable.

Importing Contacts as Marketing

You can also set contacts as marketing in bulk through the import process. Prepare an import file with the contacts' details. During the import process, select the "Set these contacts as marketing contacts" checkbox and confirm the number of contacts you're setting as marketing. Note that this method applies only to single-file contacts imports.

Manually Setting Existing Contacts as Marketing

To update existing contacts:

  1. In "Contacts" > "Contacts", select the contacts you wish to set as marketing.
  2. Click the "More" dropdown menu and choose "Set as marketing contacts".
  3. Enter the number of contacts and confirm by clicking "Set [x] contacts".

Automating Marketing Contact Status

For Professional and Enterprise subscriptions, you can automate the process using forms and workflows:

  • Forms: By default, contacts submitting a form are set as marketing. This can be adjusted for each form.
  • Workflows: Create or edit a contact-based workflow, adding a "Set marketing contact status" action. This automatically sets contacts as marketing based on defined criteria.

Restricting User Permissions

If necessary, you can restrict certain users from setting contacts as marketing. In your account settings, navigate to "Users & Teams", select the user, and toggle off the "Marketing contacts access" switch. Save your changes to apply the restriction.

By following these steps, you can effectively manage your marketing contacts in HubSpot, ensuring that your marketing efforts are directed towards the right individuals while adhering to your subscription's billing policies.

Optimize HubSpot with Bardeen Automations

While manually marking a contact as a marketing contact in HubSpot is straightforward, automating your marketing processes can significantly enhance efficiency and accuracy. Bardeen's HubSpot integration offers powerful automation that streamlines your workflow and ensures your marketing efforts are more targeted and effective.

Explore these Bardeen automations to optimize your HubSpot marketing strategies:

  1. Save a HubSpot contact as a new Salesforce contact: This playbook ensures seamless synchronicity between HubSpot and Salesforce, updating your sales team with the latest contact details directly within their CRM.
  2. Add a new row to Airtable, when HubSpot contact is created: Automate the process of updating your Airtable database each time a new contact is created in HubSpot, keeping all team members aligned with real-time data.
  3. Copy all HubSpot contacts to Salesforce as new contacts: Efficiently migrate all your HubSpot contacts to Salesforce, ensuring no valuable lead is missed and enhancing your sales outreach strategy.

By integrating these automations into your workflow, you can save valuable time and focus on crafting more personalized and impactful marketing campaigns. Dive into the world of automation by downloading the Bardeen app at Bardeen.ai/download.

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