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Last updated: October 30, 2023
If your account has access to marketing contacts, only marketing contacts can be sent marketing emails.
Please note: custom subscription types are not available for HubSpot CRM accounts, but if you've turned on data privacy settings in your account you can add Marketing Email or Sales Email subscription types to your contacts manually.
To check a contact's status for a subscription type:
Please note: if data privacy settings are turned off, you can email contacts if their subscription type is Not specified, but it's highly recommended you obtain explicit consent before emailing them to maintain a healthy email sending reputation.
Subscription type statuses can be updated manually for an individual, in bulk with a workflow, or via API.
If you have data privacy settings turned on in your account and selected the Only allow marketing emails to be sent to contacts who have a legal basis to communicate checkbox in your account settings, emails can only be sent to contacts who have an Opted in status.
Contacts can opt in to your email subscription types through a form that includes a notice of consent for that subscription type. When you’re manually applying legal basis, you’ll also select a legal basis to communicate. If you need to establish consent with your existing contacts, you can send contacts an email with a link to update their email preferences, or run a permission pass campaign.
If you aren't using data privacy tools in your account, emails can be sent to contacts with an Opted in or a Not opted in or out status. Emails will not be delivered to contacts who have opted out of that subscription type. To track which contacts want to subscribe to each of your subscription types, you can use a custom property on a form.
Please note: emails that contain a subscription confirmation link will bypass the data privacy enforcement process, and will still be received by contacts who did not explicitly opt in.
Apart from the data privacy settings above, if you have access to the marketing contacts functionality, only marketing contacts can be sent marketing emails.
An email subscription type can be created and managed from your settings:
To make changes to a subscription type's information:
Please note: if you've turned on data privacy settings, you cannot edit the Purpose of subscription or Method of communication fields for default subscription types, such as the Sales and Services subscription types.
Once you've created a new subscription type, a corresponding Opted out of email: [Email Subscription Type] contact property will be created.
While the property will be visible on contact records immediately, existing contacts will not have a property value set until one of the following occurs:
Any changes to the subscription type will update this existing contact property. Renaming a subscription type will cause the corresponding property to be renamed. Marking a subscription type as inactive will cause the corresponding property to be hidden from the contact record, and vice versa.