Contacts

Set contacts as marketing

Last updated: November 10, 2020

Applies to:

Marketing Hub  Starter, Professional, Enterprise

In HubSpot, you store and manage information about your potential customers in contact records. However, you may not need to market to all of them.

If so, you can request for marketing contacts and pay for only the contacts you want to market to.

Please note: even if your HubSpot account has a Marketing Hub subscription, you may not have access to marketing contacts. You can reach out to your Customer Success Manager to get access.

By setting certain contacts as marketing and others as non-marketing, you can control the number of contacts that adds to your contact tier and the contacts your HubSpot account can and cannot market to. Learn how to view the number of marketing contacts in your current contact tier.

HubSpot marketing tools will work with marketing contacts only. Keep track of your marketing contacts using the marketing contact default properties.

Once a contact is deemed as a marketing contact, they cannot be set as non-marketing in the same period. Learn how to preemptively set contacts as non-marketing for the next renewal period.

Tools that can only be used on marketing contacts

Marketing tools in your HubSpot account can only work with marketing contacts.

Workflows

If you've access to workflows, all marketing actions in workflows, such as Send email and Add to or Remove from ads audiences can only work for marketing contacts.

Marketing emails

When you plan to send or schedule your marketing email in your classic or drag and drop editor, you may notice not all contacts will receive the email.

  • In the Send or schedule tab, click View breakdown on the right.
  • In the right panel, you can view the reasons why these contacts will not receive the email and the number of contacts for each reason. One of the reasons possibly is that the contacts are set as non-marketing.
You can identify the non-marketing contacts using saved views and then set them as marketing so you can send them the marketing email. They will then count towards your billable contact tier limit in the current period.

Please note: other types of emails can still reach your non-marketing contacts, including sales one-to-one emails, chat transcript emails from conversations, registration emails, ticket kickback emails, transactional emails, and customer feedback surveys.

Ads

When creating contact list audiences for your ads, you may notice not all contacts will be sent to the ad network. You can see the number of contacts for each reason, including the number of contacts that are non-marketing.

You can identify the non-marketing contacts in your list (e.g., sort by the Marketing status property) and set them as marketing. If the contact list audience is already created, any contacts that are updated as marketing will automatically be synced to your ads network. These contacts will count towards your billable contact tier limit in the current period.

Set existing contacts as marketing

If you have permissions to update marketing status, you can update a non-marketing contact to a marketing contact anytime. These newly set marketing contacts will count towards your billable contact tier limit, going forwards in the current period.

Please note: once a contact is set as marketing, there is no way to turn a contact back to non-marketing before the next update date. You can only preemptively set them as non-marketing in the wizard and the non-marketing status will be applied at the next update date.

Manually set contacts as marketing in bulk

To set contacts as marketing contacts:

  • In your HubSpot account, navigate to Contacts > Contacts.
  • Select the checkboxes next to contacts you want to set as marketing contacts. You can use a saved view to help you select the right contacts.
  • At the top of the table, click the More dropdown menu and select Set as marketing contacts.
  • In the dialog box, enter the number of contacts you're updating and click Confirm.

Automatically set contacts as marketing using workflows

If you have access to the workflows tool, you can automatically set contacts as marketing based on their property values.

  • In your HubSpot account, navigate to Automation > Workflows.
  • Create your contact-based workflow and set up your enrollment triggers for the contacts you want to set as marketing automatically.
  • Add an action and in the Property management section, select the Set marketing contact status action.
  • In the right panel, click the Value dropdown menu and select Set as marketing.
  • Once you've turned on your workflow, contacts who meet your enrollment triggers will be set as marketing contacts when they pass through the Set marketing contact status action.

Set the default marketing status for new contacts

Contacts can be created by different HubSpot tools, such as forms and chatflows. These tools have a default marketing status for the contacts they create.

Learn the default marketing status for these lead capture tools and how you can update the default marketing statuses for some of them.

For contacts created by integrations, you can configure their default marketing status.