How to Set Marketing Contacts in HubSpot (plus when & how to use this feature)

Рет қаралды 6,580

Күн бұрын

Marketing contacts is a newer feature in HubSpot that allows you to "set" a contact as someone that you market to -- or not. This not only affects your billing, but it does make it possible to keep hundreds of thousands of contacts in your CRM - but only pay for the ones you want to market to.
But you need to know how to set marketing contacts in HubSpot in order to take advantage of this feature. Note: This only applies for HubSpot marketing hub!
In this video, we'll walk through:
0:00 Introduction
0:15 Background on Marketing Contacts
0:24 Why Marketing Contacts are Important W
0:30 When to use a Marketing Contact in HubSpot
0:57 What is a marketing contact in HubSpot?
1:16 How to set a single contact a marketing contact or multiple
0:40 How to set a marketing contact in HubSpot's contact views
2:16 How to remove someone as a marketing contact
2:35 Using forms to set marketing contacts
4:14 Using workflows to set marketing contact status
5:27 Using non-hubspot forms with this feature
6:05 Setting this in integrations
6:35 Making sure you have permissions to set marketing contact status
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📚ADDITIONAL RESOURCES:
Understanding marketing contacts (from HubSpot's knowledge center): knowledge.hubspot.com/contact...
HubSpot Beginner Tutorial:
hubs.ly/Q017lTz00
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🎬ABOUT HUBSPOT HACKS:
HubSpot Hacks is a weekly KZfaq series hosted by HubSpot Agency SimpleStrat.com. It's full of tutorials, featuring tips, tricks and how-to's from marketers and sales professionals just like you. Whether you need a quick tip or in-depth details about how to put the tool to work, these HubSpot tutorials are sure to help.
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💬QUESTIONS OR FEEDBACK?
Have a topic idea or a question that needs answered? Drop a comment on the video or tweet at us! Don't forget to subscribe to the channel and share on social!
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#hubspot #hubspotmarketing #hubspothacks

Пікірлер: 9

@HubSpotHacks Жыл бұрын

Join the HubSpot Hacks Newsletter for the latest tips, tricks, and tutorials: hubs.ly/Q01HtXmk0

@stefanpfadt6912 Жыл бұрын

Awesome, thanks for the video! Are there any options for HubSpot forms to prevent spam form submissions other than the regular ReCaptcha fields? For example simple custome math captchas? Does HubSpot support something like this?

@HubSpotHacks Жыл бұрын

Currently there are no advanced options from HubSpot's native forms. You could look into custom coding a solution but it would not be HubSpot supported.

@MrLordPablo 6 ай бұрын

Can I set the previous 10k Marketing Contacts as non Marketing Contacts, and after select and set a New List as Marketing Contacts? How do I do that in bulk? And if it's possible, do I have to wait next billing cicle ( from what I understood it's the next beginning of the month) to create an automated email for all of them or I can simply send it Manually? Please advise!

@HubSpotHacks 6 ай бұрын

Hi there, thanks for checking out HubSpot Hacks! You can do this in bulk through lists or through workflows. You do have to wait for the next billing cycle for your marketing contacts to change to non-marketing contacts, but when you set a contact as marketing you can email them right away. It's important to remember that if you set your marketing contacts as non-marketing and then set a new list as marketing, BOTH sets will count towards your bill for that billing cycle. I hope this helps!

@davidheckmann5700 7 ай бұрын

Is there any advantage to have the contact set as Marketing Contact? I just have to to email the contact, right?

@HubSpotHacks 7 ай бұрын

Hi David, great question! Marketing contacts can also be used to build audiences in the ads tool. Thanks for checking out HubSpot Hacks!

@johnmacdonald6021 4 ай бұрын

How can you automatically make marketing contacts into non-marketing contacts after 365 days if they are not active contacts?

@HubSpotHacks 3 ай бұрын

Good question John. You could use a workflow to do this, but you probably want to ask the question of "what is defined as an 'active' contact"? HubSpot automatically creates unengaged contacts based on their parameters (usually 13 or so emails without opens) so that happens on a rolling basis. Many companies choose to address unengaged contacts with a nurture campaign first before giving them the final boot, but then once the try that if they're still unengaged you change them to non-marketing. It would also depend on if you have starter, pro or enterprise, as starter will not allow you to do this with a workflow, so you may just want to set up an active list that surfaces that information for you.