I’m trying to understand marketing contacts better. We import a lot of contacts via ZoomInfo and I just recently turned off a setting in the integration that will default them to marketing contact right away upon import.
My question is although I know the status will typically update after a form fill, does it make sense to update the marketing contact status based on some level of engagement like an engagement score? Or is that not adviseable for legal reasons. Appreciate any help or advice on this topic.
Hi @Stacks42,
Marketing contact status is purely a billing feature: Understand marketing contacts
There is no legal / data pricacy / consent / GDPR component to this. (You can use the feature as a fail safe but it’s not meant for that.) Consent is managed through subscription types, not marketing contact status. It really is just a credits based billing feature. If you’re not paying for a contact with a credit, HubSpot won’t let you send a marketing emails
Unless these contacts are receiving marketing emails or you’re using them to build ads audiences in HubSpot, they should not be marketing contacts.
Let me know if you have any follow-up questions!
This is awesome thanks! I am trying to button up our forms and opt in/out preferences. We have a opt in to all communications checkbox at the bottom of our forms. We do not ask for individual opt ins right away. They would have to come back again to update their preferences at the bottom of an email. Is this ok? If they check that box can we automate it so all of our subscription types are checked if they opt in to all communicatons?
I ask because I want to automate marketing contact status update when Marketing Emails are subscribed to
@Stacks42 you can opt in contacts who checked a box into more subscription types via workflow, yes: Manage your contacts' messaging subscriptions
Whether this is legally okay you would have to confirm with your legal team or DPO.
Does that answer your question?
A workflow could then look at subscription status opt in and set marketing contact status.
Just keep in mind that contacts need marketing contact status before a form follow-up email is sent, otherwise the send will fail. This is typically why marketing contacts status must be enabled in the form directly.
You should treat these contacts as if these are contacts that you want to be selling to promoting to or marketing to. Is the number of reasons of why any company would have contacts in their database that are not marketing contacts. I would recommend that you set up a rule within workflows so that people get set as a marketing contact if they fit within a specific ICP profile