CRM

EdwardPeck
Member

Set "Not opted" value for subscription with current value "Opt in" through workflow

SOLVE

I wish to be able (for very good reasons) to be able to move a subscriber from "Opt in" to "Not opted" using a workflow.

 

Is there a way of doing this?

 

I have found that customers tend to click everything rather than select the actual newsletter which suits their need. Then they unsubscribe everything when they get too much. (We can predict what they want better and reduce eventual unsubscribes).

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

Set "Not opted" value for subscription with current value "Opt in" through workflow

SOLVE

Hi @EdwardPeck,

 

Via workflow, no, this is not possible. I agree that this feature should exist. The best way to request this from the product team is by submitting a request to the HubSpot Ideas section of the community: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

 

As far as workarounds go, bulk updating the subscription status allows for setting the 'Not opted'. You could use a workflow to populate a static list, or an active list to compile these contacts and (on a regular basis) set them to not opted. https://knowledge.hubspot.com/records/manage-your-subscription-preferences-and-types#update-subscrip...

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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

Set "Not opted" value for subscription with current value "Opt in" through workflow

SOLVE

Hi @EdwardPeck,

 

Via workflow, no, this is not possible. I agree that this feature should exist. The best way to request this from the product team is by submitting a request to the HubSpot Ideas section of the community: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

 

As far as workarounds go, bulk updating the subscription status allows for setting the 'Not opted'. You could use a workflow to populate a static list, or an active list to compile these contacts and (on a regular basis) set them to not opted. https://knowledge.hubspot.com/records/manage-your-subscription-preferences-and-types#update-subscrip...

 

Best regards!

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.

0 Upvotes