Set Marketing vs Non-Marketing Contacts by Subscription Activity

Marketing & Content Hub Tips, Tricks & Best Practices
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1

Good evening everyone,

I’m looking for guidance on how to manage a contact’s marketing status based on their subscription activity using HubSpot workflows.

Specifically:

If a contact has at least one active subscription, they should be set as a Marketing Contact.

If a contact has canceled all subscriptions, they should be converted to a Non-Marketing Contact.

Any Marketing Contacts with no subscription preference value should remain unchanged.

Has anyone implemented a workflow like this?

I’d love to see an example or hear your best practices for configuring these enrollment criteria and actions.

Thanks in advance for your help!

2

Hi @RGasparetto

I have done this for s few customer’s.

You essentially need a list or two, one for when they should and shouldn’t be marketing contacts, then used event based workflows for when they become a member of a list, which in turn sets or removes the marketing contact status.

Grab some time in my calendar if you want to chat.

Frank