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.
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 preemptivelyset them as non-marketing in the wizard and the non-marketing contact status will be applied at the next update date.
Manually set contacts as marketing
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 thenumberof contacts you're updating and clickSet [x] contacts.
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.
To watch an overview of this process, check out the video below:
In the workflow editor, click the +plusicon to add an action.
In the right panel, select the Set marketing contact statusaction. Then 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.
Automatically set contacts as marketing using forms
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.