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. 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 non-marketing, and avoid paying for the contacts you won’t market to.
If contacts are set as non-marketing, they won’t count towards your billable contact tier limit, and you can't use certain tools for those contacts. If a contact was previously set as marketing in a given month, you can update their status to non-marketing at any time, but it won’t take effect until after the next update date. Once the non-marketing contact status takes effect, the contact will remain a non-marketing contact until you set them as marketing.
When you manually create a new contact, you can choose whether or not to set them as marketing. For existing contacts, you can set them as non-marketing from your Usage & Limits page, or on the contacts index page.
To set existing contacts as non-marketing from your Usage & Limits page:
In your HubSpot account, click your account name in the top right corner, then click Account & Billing.
Click Usage & Limits.
Click Manage marketing contacts.
Read the information about marketing contacts, then click Start.
In the Unengaged contacts step, contacts that have bounced or unsubscribed are automatically selected. It's recommended to set these contacts as non-marketing since they haven't engaged with your marketing campaigns. If you want to set these as non-marketing, click Next. Otherwise, click Skip.
In the Filters & lists step, you can select contacts to be set as non-marketing using a filter or a list.
Use a filter: click to select criteria for the contacts you want to set as non-marketing.
Use a list: click to select listsfor the contacts you want to set as non-marketing. You can create these lists prior to managing marketing contacts.
Click Next once you've selected your non-marketing contacts. Otherwise, click Skip.
In the Review & update step, review the number of marketing and non-marketing contacts.
Once reviewed, click Update Contacts in the bottom right.
To set contacts as non-marketing on the contacts index page:
In your HubSpot account, navigate to Contacts > Contacts.
Select the checkboxes next to contacts you want to set as non-marketing contacts. You can use a saved view to help you select the correct contacts.
At the top of the table, click the More dropdown menu and select Set as non-marketing contacts.
In the dialog box, click Set as non-marketing to confirm. For any current marketing contacts, the non-marketing status will take effect on the next update date.
Automatically set contacts as non-marketing using workflows (Professional and Enterprise only)
In accounts with a Professional or Enterprise subscription, you can automatically set contacts to become non-marketing on the next update date using workflows.
In your HubSpot account, navigate to Automation > Workflows.
In the workflow editor, click the + plus icon to add an action.
In the right panel, select the Set marketing contact status action, then click the Value dropdown menu and select Set as non-marketing.
Once you've turned on your workflow, contacts who meet your enrollment triggers will be set as non-marketing contacts when they pass through the Set marketing contact status action. This will also set the Marketing contact until next update property to Yes, which means on the next update date, the contacts’ Marketingcontact status property will be updated to Non-marketing contact.