Last updated: September 1, 2021
|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 use marketing contacts and pay for only the contacts you want to market to.
Please note: the following instructions only apply to Marketing Hub accounts with marketing contacts. Learn how to check if your HubSpot account has access to marketing contacts. If you do not have access but would like to, you can request marketing contacts for your account.
Once a contact is deemed as a marketing contact, they cannot be set as non-marketing in the same month. Learn how to preemptively set contacts as non-marketing for the next renewal period.
If you have permissions to update marketing contact 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.
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 contact status will be applied at the next update date.
To set contacts as marketing contacts:
If you have access to the workflows tool, you can automatically set contacts as marketing based on their property values.
To watch an overview of this process, check out the video below:
|See the full HubSpot Academy lesson: Workflows deep dive|
To set up a contact-based workflow that sets a contact's marketing status:
When you create a form, you can choose to automatically set contacts who submit the form as marketing by toggling on the Set contacts created as marketing contacts switch. Once turned on, any contact that submits the form, including existing contacts, will be set as marketing. This setting is turned on by default for all forms, but you can update the setting for each individual form.
You can also set the default status of contacts who submit non-HubSpot forms.
Contacts can be created by different HubSpot tools, such as forms and chatflows. These tools have a default marketing contact status for the contacts they create. Learn the default marketing contact status for these lead capture tools and how to update the default marketing contact statuses for some of them.
For contacts created by integrations, you can configure their default marketing contact status.
Learn how to set your contacts as non-marketing. You will no longer be able to use marketing tools with these contacts, but they will not count towards your billable contact tier limit.
Learn how to manage the number of contacts that count towards your contact tier and can work with your email marketing and ad targeting tools in HubSpot.
Frequently asked questions about marketing contacts