ISO the ability to "Snooze" a contact from receiving emails and sequences for a specific period.
SOLVE
We have contacts who tell us to "circle back around in x months..." or "Reach out after the first of the year..." and we'd like to ability to "snooze" them so they are suppressed from our emails and sales sequences for whatever period of time they've asked, without having to manually intervene.
Does anyone know if there is a functionality to support this, or have ideas on how to do it as simply as possible.
For sales emails, I'd recommend creating a task for follow-up here. The task owner will be notified when it's due and that's when you could enroll the contact into a sequence again. For any other sales emails in the meantime, the users in your portal are responsible for not sending this contacts any emails. (HubSpot itself doesn't trigger any sales emails automatically.) To make sure this doesn't happen, you could work with the Lead status property and set it to "Bad Timing", for example.
When sales users are enrolling contacts into sequences, they'd have to make sure their view is excluding contacts with Lead status "Bad timing". If for example you're doing this from the contact index page (Menu > Contacts > Contacts), click More filters in the center of the screen and select Lead status isn't any of Bad timing.
For marketing emails during that time, that question is whether these contacts should be excluded from these to begin with. They let you know that they don't want to have a sales conversation, but if your marketing emails contain helpful content and the contacts are interested, you could still send them emails.
In marketing, there isn't a snooze button in HubSpot. You could opt out a contact of your marketing subscriptions manually (and would have to remind yourself about opting them back in with a task). I wouldn't recommend this, however. Instead, you could simply build an active list of contacts with Lead status "Bad timing" and exclude this list from all of your marketing emails. (This can be done in the Recipients tab of the marketing email editor.)
Let me know if you have any follow-up questions!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
For sales emails, I'd recommend creating a task for follow-up here. The task owner will be notified when it's due and that's when you could enroll the contact into a sequence again. For any other sales emails in the meantime, the users in your portal are responsible for not sending this contacts any emails. (HubSpot itself doesn't trigger any sales emails automatically.) To make sure this doesn't happen, you could work with the Lead status property and set it to "Bad Timing", for example.
When sales users are enrolling contacts into sequences, they'd have to make sure their view is excluding contacts with Lead status "Bad timing". If for example you're doing this from the contact index page (Menu > Contacts > Contacts), click More filters in the center of the screen and select Lead status isn't any of Bad timing.
For marketing emails during that time, that question is whether these contacts should be excluded from these to begin with. They let you know that they don't want to have a sales conversation, but if your marketing emails contain helpful content and the contacts are interested, you could still send them emails.
In marketing, there isn't a snooze button in HubSpot. You could opt out a contact of your marketing subscriptions manually (and would have to remind yourself about opting them back in with a task). I wouldn't recommend this, however. Instead, you could simply build an active list of contacts with Lead status "Bad timing" and exclude this list from all of your marketing emails. (This can be done in the Recipients tab of the marketing email editor.)
Let me know if you have any follow-up questions!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
If you are able to create a custom property with the "circle back in x months" or "reach out after the first year" to identify these customers you would be able to create a workflow. You would be able to use that custom property as an enrollment trigger and then have the following action to be marketed as "Non HubSpot marketing contact" which would allow you keep the records in your portal but, they would not count towards your limit.