Lists, Lead Scoring & Workflows

jdv123
Contributor

Subscription Type Workflow Enrollment

SOLVE

I was setting up some automated emails for workflows and noticed that in order to publish them I have to select a subscription type. The workflows I have planned are based around the filters I've set up but not the subscription types. Will the sub types interfere with who gets enrolled or can contacts still enroll if they meet the filter criteria but not the sub type of the emails? I ran tests with a few contacts and it appears they will but I wanted to ask in here to be sure. 

 

Thanks! 

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner

Subscription Type Workflow Enrollment

SOLVE

Hi @jdv123,

 

If you have 'Legal basis for emails' enabled in the GDPR settings, contacts must have the opt-in for a subscription type chosen for a marketing email, otherwise HubSpot will not attempt to deliver the email: https://knowledge.hubspot.com/privacy-and-consent/how-do-i-turn-on-gdpr-functionality-in-my-hubspot-...

 

Without 'Legal basis for emails' checked, HubSpot will attempt to deliver as long as there is no opt-out.

 

In other words, the subscription can interfere if the contact is opted out or when the opt-in is missing. If that opt-in is already available due to a contact submitting a form and expressing their consent for that subscription type or any other way (see here), then there isn't any issue.

 

You can always monitor for issues by opening the marketing email in HubSpot, navigating to the Recipients tab and checking Not sent in the left sidebar. Emails that were held back because of the above will be listed there.

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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3 Replies 3
karstenkoehler
Solution
Hall of Famer | Partner

Subscription Type Workflow Enrollment

SOLVE

Hi @jdv123,

 

If you have 'Legal basis for emails' enabled in the GDPR settings, contacts must have the opt-in for a subscription type chosen for a marketing email, otherwise HubSpot will not attempt to deliver the email: https://knowledge.hubspot.com/privacy-and-consent/how-do-i-turn-on-gdpr-functionality-in-my-hubspot-...

 

Without 'Legal basis for emails' checked, HubSpot will attempt to deliver as long as there is no opt-out.

 

In other words, the subscription can interfere if the contact is opted out or when the opt-in is missing. If that opt-in is already available due to a contact submitting a form and expressing their consent for that subscription type or any other way (see here), then there isn't any issue.

 

You can always monitor for issues by opening the marketing email in HubSpot, navigating to the Recipients tab and checking Not sent in the left sidebar. Emails that were held back because of the above will be listed there.

 

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.

jdv123
Contributor

Subscription Type Workflow Enrollment

SOLVE

Thank you so much @karstenkoehler, this was super helpful! 

This will apply to all emails correct? Not just to those sending to contacts in GDPR countries/regions.

0 Upvotes
karstenkoehler
Hall of Famer | Partner

Subscription Type Workflow Enrollment

SOLVE

@jdv123 whatever your GDPR settings are, yes, they apply to the entire portal / all emails 🙂

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.