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Default marketing statuses for newly created contacts

Last updated: September 23, 2020

Applies to:

Marketing Hub  Starter, Professional, Enterprise

When you're using marketing contacts, every newly created contact in your HubSpot account will have a marketing status.

Please note: this functionality is currently available on a limited basis for test users in the ANZ region. Reach out to your HubSpot Customer Success Manager for more information.

HubSpot tools that create contacts will automatically have default values for the Marketing status property. For some of these tools, you can set the default value you want.

Default marketing statuses for each tool

Defaults that cannot be customized

The default value set in the Marketing status property for these tools cannot be changed.

By default, the following contact records will be initially set as Non-marketing:

If you want to market to these contacts, you can set them as marketing after they are created.

By default, the following contact records will be initially set as Marketing:

These contacts can be marketed to immediately once they submit your non-HubSpot form. They can be marked as non-marketing preemptively for the next update.

Defaults that can be customized

  • The import tool by default will set contacts as Non-marketing.
  • The chatflows tool, both live chats and bots, by default will set contacts as Non-marketing.

Learn how to update these default marketing statuses for these tools.

Set default marketing status

Contacts created from imports

When importing contacts, you can set the contacts in the file as marketing contacts or non-marketing contacts. In the Details step:

  • To set the contacts in the import file as marketing contacts, select the Set all contacts as marketing contacts checkbox. Their Marketing status property will be set as Marketing contact.
  • To set the contacts in the import file as non-marketing contacts, leave the Set all contacts as marketing contacts checkbox blank. Their Marketing status property will be set as Non-marketing contact.

Contacts created from chatflows

When you create a chatflow, you are creating a live chat or a bot for your website or Facebook messenger. When a visitor chats with your business, a contact record can sometimes be created when they are new to your business.

For each live chat or bot, you can set the default marketing status of a newly created contact that submits to a form.

  • In your HubSpot account, navigate to Conversations > Chatflows.
  • Click the chatflow you want to set the default for.
  • In the left sidebar menu, click Options.
  • In the Marketing contacts section, the Marketing Contacts switch is toggled off by default. If you want contacts created from this chatflow to be set as marketing contacts, click to toggle the switch on.
  • Click Save.

Contacts created from forms

When a visitor submits to a HubSpot form and they are new to your business, they will be created as a new contact record. For each HubSpot form, you can set the default marketing status of a newly created contact that submits to a form.

  • In your HubSpot account, navigate to Marketing > Lead Capture > Forms.
  • Click the form you want to set the default for. If it's a live form, once you click the form, click Edit in the upper right.
  • Click the Options tab.
  • The All new contacts will be set as marketing switch is toggled on by default. If you want contacts created from the form to be set as non-marketing contacts, click to toggle the switch off.
  • To take the form live, or update the existing live form, click the Preview tab and in the upper right, click Publish
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