I am attempting to set email subscription status in a workflow. Theres is a setting where I can set new opt status, but there is an note stating:
“If a contact has opted in or out of a subscription before, this action won’t revert their consent.”
I would like clarification on the following scenarios:
1.If a contact has opted in to subscription type A, does this mean I cannot opt them in to subscription type B in a workflow?
2.If a contact has already opted in to subscription type C, does this mean I cannot opt them out of subscription type C in a workflow?
This note is referring to the same subscription type. For example, if a contact has opted out of subscription type A, you can’t revert that change and opt them back in. It’s a safety mechanism.
“Please note: if a contact has previously been opted out of a subscription, that subscription can’t be added with a workflow. This includes if the contact opted out, or they were unsubscribed by a HubSpot user or workflow.” Manage your contacts' messaging subscriptions
Regarding your two scenarios:
1. No, you can, as it’s another subscription type.
2. As per the note that would be correct but that’s not how the workflow action behaves. I have tested this, see below. Above the subscription history, below the workflow that successfully opted out a contact from a subscription type they checked on a form.
@karstenkoehler do you know if Hubspot ever provided their rational for this ‘safety mechanism’?
Here’s a scenario where I wouldn’t understand why you can’t do another workflow opt-in after an opt-out:
- Customer signs a contract for a new product through an e-sign integration
- Customer checks an optional opt-in in the contract that they can receive marketing emails about other products that may be relevant to them
- You enroll them to this subscription type by checking a property in the Deal after e-signing and basing a workflow on this
- After 3 months customer unsubscribes through one of these emails for this type of communication
- After another 3 months customer signs a new contract for another product and once again checks the optional opt-in to receive marketing emails about other products that may be relevant to them
- You check the checkbox property in the deal again through the automation - this should trigger the workflow to subscribe them to the same subscription type again
BUT from what I understand - this will not add them to this subscription type again because of this ‘safety mechanism’?
Hubspot should make it possible for you to be compliant - they shouldn’t try to play ‘enforcer’ themselves? Or am I missing a valid reason for them to do this?
