Last updated: November 27, 2023
In HubSpot, you store and manage information about people in contact records. In your database, you may have contacts that you plan to market to, for example, by sending marketing emails or targeting with ads. You may also have contacts, such as existing customers, that you don’t plan to engage with through marketing tools. You can specify which contacts are marketing contacts, and only pay for 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 or request marketing contacts for your account.
Contacts can be created by different HubSpot tools, such as forms and chatflows. Depending on the tool, contacts are set as marketing or non-marketing by default, but the default for certain tools can be customized. Learn the default marketing contact status for each tool and how to update the default marketing contact status for certain tools.
To manually create a contact and set them as marketing:
You can create new contacts and set them as marketing, or update existing contacts’ status to marketing via import. If you don’t set a marketing status when importing new contacts, they’ll be set as non-marketing by default. To set all contacts in an import as marketing:
Please note: you can only set all contacts as marketing in a single-file contacts import. You cannot set contacts as marketing if you’re importing multiple objects or multiple files.
Once imported, the contacts' Marketing contact status property will be set to Marketing contact.
To manually set existing contacts as marketing:
When you create a form, by default, contacts who submit the form are automatically set as marketing. Any contact that submits the form, including existing non-marketing 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.
In accounts with a Professional or Enterprise subscription, you can automatically set contacts as marketing via workflows based on their property values. To set up a contact-based workflow that sets a contact's marketing status:
Learn more about using workflows.
By default, all users have permission to set contacts as marketing. If you want to restrict a specific user:
Learn more about user permissions in HubSpot.