1 Accepted solution
Issue in updating a marketing contact based on multiple imports
SOLVEHi @Ktamir,
When you say marketing / non-marketing, are you referring to HubSpot's billing feature or are you talking about consent (subscription type opt status)?
In any case, I don't think that – at a second glance – this is a complicated as it seems.
If you're referring to marketing contacts, you would run a daily import. Cases 1 and 3 are automatically covered. If the amount stays the same, the import doesn't change anything, so you could simply mindlessly run it. If the number increases, new contacts are created. In both cases, you simply import and mark all contacts as marketing contacts.
For case number 2, you would only have to check this on the last day of the month. Before that, throughout the month, marking contacts as non-marketing contacts does not have an effect anyway. You can do it but it will only take effect the next month anyway. If you use a good import naming convention, you could create a list where Latest source drill-down 2 has every contained any of "Ticket import March", for example, but where Latest source drill-down 2 doesn't contain any of "Ticket import March 31". That way, you would get all contacts imported before the last day of the month and could all mark them as non-marketing contacts.
If you're referring to subscription opt-in, automation could look like this: In a contact-based workflow, you re-enroll contacts where Latest source drill-down 2 contains any of "Ticket import" and where the subscription status is currently not opted. The workflow would then set the subscription status of the subscription type to opted-in. It would also store the current date in a custom property. In a second workflow, you could enroll all contacts who are currently opted into the subscription type and where the date in the custom date property is more than 2 days ago (meaning they were not a member of the previous import). You can then set their subscription status to opted out.
In both cases, you could set up a process where you pretty much can mindlessly import a list every day – and only have to mark contacts as non-marketing contacts on the last day of the month. But even that could be automated following a similar approach as outlined in the previous paragraph, by using an assisting workflow that checks whether a contacts was in the previous import.
Let me know if you have any follow-up questions!
| Karsten Köhler |
 | Did my post help answer your query? Help the community by marking it as a solution. |
Issue in updating a marketing contact based on multiple imports
SOLVEHi @Ktamir,
When you say marketing / non-marketing, are you referring to HubSpot's billing feature or are you talking about consent (subscription type opt status)?
In any case, I don't think that – at a second glance – this is a complicated as it seems.
If you're referring to marketing contacts, you would run a daily import. Cases 1 and 3 are automatically covered. If the amount stays the same, the import doesn't change anything, so you could simply mindlessly run it. If the number increases, new contacts are created. In both cases, you simply import and mark all contacts as marketing contacts.
For case number 2, you would only have to check this on the last day of the month. Before that, throughout the month, marking contacts as non-marketing contacts does not have an effect anyway. You can do it but it will only take effect the next month anyway. If you use a good import naming convention, you could create a list where Latest source drill-down 2 has every contained any of "Ticket import March", for example, but where Latest source drill-down 2 doesn't contain any of "Ticket import March 31". That way, you would get all contacts imported before the last day of the month and could all mark them as non-marketing contacts.
If you're referring to subscription opt-in, automation could look like this: In a contact-based workflow, you re-enroll contacts where Latest source drill-down 2 contains any of "Ticket import" and where the subscription status is currently not opted. The workflow would then set the subscription status of the subscription type to opted-in. It would also store the current date in a custom property. In a second workflow, you could enroll all contacts who are currently opted into the subscription type and where the date in the custom date property is more than 2 days ago (meaning they were not a member of the previous import). You can then set their subscription status to opted out.
In both cases, you could set up a process where you pretty much can mindlessly import a list every day – and only have to mark contacts as non-marketing contacts on the last day of the month. But even that could be automated following a similar approach as outlined in the previous paragraph, by using an assisting workflow that checks whether a contacts was in the previous import.
Let me know if you have any follow-up questions!
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
Issue in updating a marketing contact based on multiple imports
SOLVE@Ktamir where are the users purchasing tickets?
Unfortunately, if there isn't a way to connect the data then I don't see a way to automate this.
