Lists, Lead Scoring & Workflows

BSheehy
Participant

Active Lists - set as Marketing Contacts

SOLVE

I have an Active List i.e. any Contact meeting the criteria I specify is automtically added to it. I use this active list to send out a Newsletter email every month.


How do I make all users on the Active List all Marketing Contacts?

Any future Contacts automatically enrolled in the list should also be automatically marked as a marketing contact. Is this possible?

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

Active Lists - set as Marketing Contacts

SOLVE

Hi @BSheehy,

 

This requires a Professional subscription and a contact-based workflow. A workflow could enroll all contacts from the list and update their marketing contact status.

 

Without workflows, there are only manual updates, see here: https://knowledge.hubspot.com/contacts/set-contacts-as-marketing#set-existing-contacts-as-marketing

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Active Lists - set as Marketing Contacts

SOLVE

Hi @BSheehy,

 

This requires a Professional subscription and a contact-based workflow. A workflow could enroll all contacts from the list and update their marketing contact status.

 

Without workflows, there are only manual updates, see here: https://knowledge.hubspot.com/contacts/set-contacts-as-marketing#set-existing-contacts-as-marketing

 

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.