Contacts

Set contacts as non-marketing

Last updated: February 23, 2021

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 billable contacts that adds to your contact tier and the contacts your HubSpot account can and cannot send marketing emails and target ads to. Learn how to view the number of marketing contacts in your current contact tier.

As long as a contact remains as non-marketing (i.e., they were not set as a marketing contact), they will not count towards your contact tier.

Once a contact is set as a marketing contact, you can use marketing tools with them and they will count towards your contact tier in that period (i.e., you cannot turn them back to non-marketing). Learn how to view the marketing contact default properties to check a contact's marketing contact status and how to set contacts as marketing.

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 contact status will be applied at the next update date.

Set existing contacts as non-marketing

You can preemptively set contacts as non-marketing. This will update their Marketing contact until next update property value to Yes. If these contacts are originally marketing contacts, they will remain as marketing contacts until the next update date. Learn how to find your next update date.

To set your contacts as non-marketing for the next update date:

  • In your HubSpot account, click your account name in the top right corner, then click Account & Billing.
  • Click Usage & Limits.
  • Click Manage marketing contacts.

  • In the wizard, read the information regarding marketing contacts and click Next.
  • In the Unengaged contacts step, it is recommended to leave the checkboxes selected because you are unlikely marketing to contacts who have bounced or unsubscribed. If you want to mark 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 lists for the contacts you want to set as non-marketing. You can create these lists prior to using the wizard.
  • Click Next once you've selected your non-marketing contacts. Otherwise, you can 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.

This will set the Marketing contact until next update property values for these contacts as Yes. On the next update date, their Marketing contact status property will be updated to Non-marketing contact.

Manually set contacts in bulk as non-marketing

To manually set contacts as non-marketing in bulk:

  • 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 right contacts.
  • At the top of the table, click the More dropdown menu and select Set as non-marketing contacts.
  • In the dialog box, enter the number of contacts you're updating and click Confirm.

This will set the Marketing contact until next update property values for these contacts as Yes. On the next update date, their Marketing contact status property will be updated to Non-marketing contact. Learn how to find your next update date.

Use workflows to set contacts as non-marketing

If you have access to the workflows tool, you can automatically set contacts to become non-marketing on the next update date.

  • 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 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 the Set marketing contact status action.

This will set the Marketing contact until next update property values for these contacts as Yes. On the next update date, their Marketing contact status property will be updated to Non-marketing contact.

View next update date

To find your next update date:

  • In your HubSpot account, click your account name in the top right corner, then click Account & Billing.
  • Click Usage & Limits.
  • Under Manage your marketing contacts, view your update date. 

    next-update-date-marketing-contacts

On the next update date, all contacts with the Yes value in the Marketing contact until next update property will be updated to non-marketing contacts. Once they've become non-marketing contacts, they will not count towards your contact tier.

Please note: even if the number of marketing contacts you have is below your contact tier, your contact tier will not be downgraded to the next contact tier. Reach out to your HubSpot Customer Success Manager if you've any further questions on your contact tier.

Set the default marketing contact status for new contacts

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 how to set the default marketing contact status for new contacts.

Remove a user's permission to set contacts as marketing

By default, all users have permission to set contacts as marketing. If you want to restrict a specific user:

  • In your HubSpot account, click the settings icon settings in the main navigation bar.
  • In the left sidebar menu, navigate to Users and teams.
  • Click the name of the user you want to grant permissions to.
  • Click the More tab and select Account.
  • Click the Modify marketing contacts switch to toggle it off.
  • In the bottom right, click Save. The user will not be allowed to set contacts as marketing contacts.