Is there a way to filter and remove outdated or expired contacts from Hubspot without losing all of the conversations and data that went along with them? Can I flag certain contacts as dormant so they don't count towards our billable contacts? Any insight would be much appreciated. Thanks!
HubSpot has the marketing contact status feature for this: "In HubSpot, you store and manage information about your potential customers in contact records. However, you may not need to market to all of them. If so, you can use marketing contacts and pay for only the contacts you want to market to."
Here's how you can set contacts as non-marketing: https://knowledge.hubspot.com/contacts/set-contacts-as-non-marketing
If you want to reduce the number of marketing contacts, here are a few ways you could approach this:
Emailis unknown: These contacts can by definition not be contacted.
Unsubscribed from all emailis true: Unless these are opportunities or customers, you cannot reach out to them again before they submit a form again (which is when they would be created anew as contacts).
Sends since last engagement is greater than 10: These contacts are eligible to receive email communication but not opening any of your emails. You could try to re-engage these contacts. If they remain inactive, you could consider deleting them.
Marketing email confirmation statusis not equal to any of User clicked confirmation or Customer marked confirmed: If have a double opt-in in place, these are contacts who have not confirmed their email address and must (in some countries) be deleted.
Email hard bounce reasonis known: Emails to these contacts have bounced. Emails in the future will not go through. Either check for a new valid email address or consider deleting.
Invalid emailis equal to True: This email does not follow the correct syntax. If you can correct it, perfect, if not you won't be able to use it anymore.
Hope this helps!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
HubSpot has the marketing contact status feature for this: "In HubSpot, you store and manage information about your potential customers in contact records. However, you may not need to market to all of them. If so, you can use marketing contacts and pay for only the contacts you want to market to."
Here's how you can set contacts as non-marketing: https://knowledge.hubspot.com/contacts/set-contacts-as-non-marketing
If you want to reduce the number of marketing contacts, here are a few ways you could approach this:
Emailis unknown: These contacts can by definition not be contacted.
Unsubscribed from all emailis true: Unless these are opportunities or customers, you cannot reach out to them again before they submit a form again (which is when they would be created anew as contacts).
Sends since last engagement is greater than 10: These contacts are eligible to receive email communication but not opening any of your emails. You could try to re-engage these contacts. If they remain inactive, you could consider deleting them.
Marketing email confirmation statusis not equal to any of User clicked confirmation or Customer marked confirmed: If have a double opt-in in place, these are contacts who have not confirmed their email address and must (in some countries) be deleted.
Email hard bounce reasonis known: Emails to these contacts have bounced. Emails in the future will not go through. Either check for a new valid email address or consider deleting.
Invalid emailis equal to True: This email does not follow the correct syntax. If you can correct it, perfect, if not you won't be able to use it anymore.
Hope this helps!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer