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MoxWeber
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"Opted out of all communication" vs. "marketing contact" status

resolver

When a contact opts out of all communications or email communications, it no longer makes sense to have them flagged as a "marketing contact", as this creates a paradox. Yet, it seems that a user's opt out decision does not trigger their Marketing contact status to switch to "non-marketing contact". Is there a way to set up such an automated response, or, better still, could Hubspot enable this behavior to resolve such foreseeable and obvious conflicts?

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karstenkoehler
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Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

"Opted out of all communication" vs. "marketing contact" status

resolver

Hi @MoxWeber,

 

HubSpot doesn't have an out of the box feature for this but this can easily be set up with a contact-based workflow.

 

You enroll contacts into the workflow when "Unsubscribed from all email is equal True", then use the "Set contact contact status" to set the contact as non-marketing.

 

While you're at it, I'd recommend adjusting the enrollment criteria to include:

  • Email is unknown
  • Email hard bounce reason is known
  • Invalid email is equal to True

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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RalphM87
Participante

"Opted out of all communication" vs. "marketing contact" status

resolver

Curious to know- what if they opted out of communication but you want to use them in a Hubspot audience list to serve ads via an ads platform? In this case it's not really a paradox as they are simply opting out of personal communication but it still serves us good to have them as marketing contacts.

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Jigar_Thakker
Conselheiro(a) de destaque | Parceiro Diamante
Conselheiro(a) de destaque | Parceiro Diamante

"Opted out of all communication" vs. "marketing contact" status

resolver

Hi @MoxWeber 

 

In HubSpot, there is no such direct features available now but yes this can be achieved through automation:

 

JigarT_0-1695967287640.png

 

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

 

If my post was helpful in addressing your query, Support the community by indicating it as the solution.

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karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

"Opted out of all communication" vs. "marketing contact" status

resolver

Hi @MoxWeber,

 

HubSpot doesn't have an out of the box feature for this but this can easily be set up with a contact-based workflow.

 

You enroll contacts into the workflow when "Unsubscribed from all email is equal True", then use the "Set contact contact status" to set the contact as non-marketing.

 

While you're at it, I'd recommend adjusting the enrollment criteria to include:

  • Email is unknown
  • Email hard bounce reason is known
  • Invalid email is equal to True

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 Avaliação positiva