I'm creating some new forms and automations- to automatically assign subscription preferences based on the form a contact fills out on our website. This is to ensure we're segmenting content for the right people, as we work with several subject areas, and different personas.
When testing, I've unsubscribed from all to check that a new automation is working- but the communication preferences are not updating after this, even when I refill a form again.
Am I going about testing in the wrong way? What is best practice for testing flows like this as a manager- to check the processes are working as i want? We have Marketing Hub pro.
@CKnight2004 contacts will be resubscribed if they check a subscription consent box. If they don't, then a form submission would not remove their unsubscribe status, see this update below:
What is it?
We are simplifying the process for previously unsubscribed users to start receiving marketing emails again for all portals.
If a contact submits a form associated with a subscription type(s), they will be automatically set as subscribed for the subscription type associated with the form. For Pro+ portals they no longer need to click the message ("Looks like you've opted out of email communication. Click here to get an email and opt back in") on the form to send an email to themselves and update their preferences. And for Free/Starter portals, they will be subscribed.
Why does it matter?
Gain back former subscribers. Unsubscribed contacts who attempt to signup again for email communications via a form are subscribed (without going through additional steps).
How does it work?
If a subscription type(s) is associated with a form, the contact will be set to subscribed on form submission; they do not need to click the 'magic link' displayed to receive an email that allows them to update their preferences.
If using legitimate interest in forms:
If the contact is "unsubscribed from all email" and a subscription type(s) is associated with the form they submit, then their portal/BU opt-out status will be removed and they will be subscribed to the subscription type(s) associated with the form.
If the contact is unsubscribed from some subscription types (they do not have a portalwide or BU opt-out) and a subscription type(s) is associated with the form they submit, then they will be subscribed to the subscription type(s) associated with the form.
If using the consent checkbox for communications in forms:
If the contact is "unsubscribed from all email" and the contact agrees by clicking the consent to communication checkbox when submitting the form, then their portal/BU opt-out status will be removed and they will be subscribed to the subscription type(s) associated with the form
If the contact is unsubscribed from some subscription types (they do not have a portalwide or BU opt-out) and the contact agrees by clicking the consent to communication checkbox when submitting the form, then they will be subscribed to the subscription type(s) associated with the form.
If the contact does not agree and fails to click the communication consent checkbox when submitting the form, then they will not be subscribed to the subscription type(s) associated with the form.
If no subscription type is associated with the form:
They will not be subscribed, there will be no change to their subscription status on form submission.
Your contact must navigate to their preference page to update their preferences.
Notes and Omissions
For Pro+ users with the resub setting enabled ("on"), the 'magic link' still appears at the moment, but is not required to be clicked on by the contact in order to be subscribed so long as a subscription type is associated with the form.
This applies to the HubSpot form builder experience. This works for new forms created via the legacy forms editor experience as well as the new (beta) forms experience. It will work for previously published forms if they have a subscription type(s) associated with them.
Learn more about how to associate subscription types with forms here.
This experience works for contacts that are either fully unsubscribed from all emails OR if they are unsubscribed from the subscription type associated with the form they are submitting.
Thank you for your reply. I followed the process you outlined above. My question is when I (or any contact) unsubscribes from all via the preferences link, if they then go on to fill out another form and want to hear from us again in the future, will new subscription preferences be set?
We have workflows for website forms, which assign properties, personas and subscription preferences relevant to the form completed.
It seems to me that once a contact unsubscribes from all, future subscription preferences must be manually set by that contact, rather than automatically set as a result of taking a different action (like filling out a new form/enquiry). Is that correct?
@CKnight2004 contacts will be resubscribed if they check a subscription consent box. If they don't, then a form submission would not remove their unsubscribe status, see this update below:
What is it?
We are simplifying the process for previously unsubscribed users to start receiving marketing emails again for all portals.
If a contact submits a form associated with a subscription type(s), they will be automatically set as subscribed for the subscription type associated with the form. For Pro+ portals they no longer need to click the message ("Looks like you've opted out of email communication. Click here to get an email and opt back in") on the form to send an email to themselves and update their preferences. And for Free/Starter portals, they will be subscribed.
Why does it matter?
Gain back former subscribers. Unsubscribed contacts who attempt to signup again for email communications via a form are subscribed (without going through additional steps).
How does it work?
If a subscription type(s) is associated with a form, the contact will be set to subscribed on form submission; they do not need to click the 'magic link' displayed to receive an email that allows them to update their preferences.
If using legitimate interest in forms:
If the contact is "unsubscribed from all email" and a subscription type(s) is associated with the form they submit, then their portal/BU opt-out status will be removed and they will be subscribed to the subscription type(s) associated with the form.
If the contact is unsubscribed from some subscription types (they do not have a portalwide or BU opt-out) and a subscription type(s) is associated with the form they submit, then they will be subscribed to the subscription type(s) associated with the form.
If using the consent checkbox for communications in forms:
If the contact is "unsubscribed from all email" and the contact agrees by clicking the consent to communication checkbox when submitting the form, then their portal/BU opt-out status will be removed and they will be subscribed to the subscription type(s) associated with the form
If the contact is unsubscribed from some subscription types (they do not have a portalwide or BU opt-out) and the contact agrees by clicking the consent to communication checkbox when submitting the form, then they will be subscribed to the subscription type(s) associated with the form.
If the contact does not agree and fails to click the communication consent checkbox when submitting the form, then they will not be subscribed to the subscription type(s) associated with the form.
If no subscription type is associated with the form:
They will not be subscribed, there will be no change to their subscription status on form submission.
Your contact must navigate to their preference page to update their preferences.
Notes and Omissions
For Pro+ users with the resub setting enabled ("on"), the 'magic link' still appears at the moment, but is not required to be clicked on by the contact in order to be subscribed so long as a subscription type is associated with the form.
This applies to the HubSpot form builder experience. This works for new forms created via the legacy forms editor experience as well as the new (beta) forms experience. It will work for previously published forms if they have a subscription type(s) associated with them.
Learn more about how to associate subscription types with forms here.
This experience works for contacts that are either fully unsubscribed from all emails OR if they are unsubscribed from the subscription type associated with the form they are submitting.
If it doesn't, that would be a bug which you should flag with HubSpot support. If you're unsure whether you're going about this the right way, please share screenshots.
Generally, the best way to test this would be:
Send an actual email to yourself (no test)
Unsubscribe via the preference link at the end of it
