CRM

mandissima
Participant

Creating contacts that are minors

SOLVE

I work for a children's software company and our community is made up of families including children ages 4 - 12. We want to be able to refer to the kids names and ages in marketing emails. It seems like the only way to do that would be to create individual contacts for each child and establish a parent and child relationship between them. 

 

Wondering if anyone has experience with this, and has a better solution? 

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Creating contacts that are minors

SOLVE

Hi @mandissima,

 

From a first glance, this would require a Marketing Hub Professional or Enterprise subscription. I'm assuming that children don't have their own email addresses and that there can be more than 1 child per parent – if that's not the case, let me know and the below will get easier.

 

Here's how I would approach this:

  1. Create contact records for each child
  2. Use a custom contact property to differentiate between parent and child
  3. Use contact to contact associations and association labels to associate parents and children: https://knowledge.hubspot.com/object-settings/create-and-use-association-labels
  4. Create a sync property that copies the parents email address into a field 'Parent's email address': https://knowledge.hubspot.com/properties/create-sync-properties
  5. Send emails using the contact workflow action 'Send internal marketing email' where you can choose a recipient's address based on a property

 

karstenkoehler_0-1721275752917.png

 

This seems to be the easiest/cheapest way to bypass HubSpot's limitation that only one contact can have an email address and it cannot be shared among users.

 

If budget is not a concern, then I'd recommend an Enterprise subscription and creating a custom object for children. You can then create children-based workflows and deliver the emails to the associated parent-contacts.

 

Without these subscription, this is not possible in HubSpot.

 

Let me know if you have any follow-up questions!

 

PS. This reply does not constitute legal advice.

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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4 Replies 4
amyjoherman
Participant

Creating contacts that are minors

SOLVE

Hi @mandissima - how did this go for you? Am running into the same issue myself managing a school.

0 Upvotes
DSharma02
Top Contributor | Gold Partner
Top Contributor | Gold Partner

Creating contacts that are minors

SOLVE

Hi @mandissima ,

With custom properties you can achive this but it will be quite cumborsome to craete  if families have more children than you have custom properties. 
You can take trial for HubSpot Entreprsie Subscription and try ctreating Custom Objects to represent child, Create properties for the custom object such as  Child Age, Achild Name, Parent's Contact ID. This way you will have more structured and organized data. It just that you will be needing developer's help for that.

Hope this helps!
Thanks

 

If my solution helped you out, kindly mark this as a solution to help the community!

karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Creating contacts that are minors

SOLVE

Hi @mandissima,

 

From a first glance, this would require a Marketing Hub Professional or Enterprise subscription. I'm assuming that children don't have their own email addresses and that there can be more than 1 child per parent – if that's not the case, let me know and the below will get easier.

 

Here's how I would approach this:

  1. Create contact records for each child
  2. Use a custom contact property to differentiate between parent and child
  3. Use contact to contact associations and association labels to associate parents and children: https://knowledge.hubspot.com/object-settings/create-and-use-association-labels
  4. Create a sync property that copies the parents email address into a field 'Parent's email address': https://knowledge.hubspot.com/properties/create-sync-properties
  5. Send emails using the contact workflow action 'Send internal marketing email' where you can choose a recipient's address based on a property

 

karstenkoehler_0-1721275752917.png

 

This seems to be the easiest/cheapest way to bypass HubSpot's limitation that only one contact can have an email address and it cannot be shared among users.

 

If budget is not a concern, then I'd recommend an Enterprise subscription and creating a custom object for children. You can then create children-based workflows and deliver the emails to the associated parent-contacts.

 

Without these subscription, this is not possible in HubSpot.

 

Let me know if you have any follow-up questions!

 

PS. This reply does not constitute legal advice.

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

mandissima
Participant

Creating contacts that are minors

SOLVE

Thank you for the suggestion. I will give it a try!