1 Accepted solution
Best practice for lists and email communcations
SOLVEHi @TK32_EEC,
Best practice would be to work with subscription types here and leveraging HubSpot's built-in features – and not rely on custom properties. Custom properties are not evaluated when a marketing email is sent and exclusion lists can always be forgotten. Subscription status however will always be checked by HubSpot.
First off, consider enabling the 'Legal basis required' option in the GDPR settings: https://knowledge.hubspot.com/privacy-and-consent/how-do-i-turn-on-gdpr-functionality-in-my-hubspot-...
Once this is checked, only contacts with an opt-in for a subscription type will receive an email using that subscription type. This is a 'hard' setting and will stop any communication in its tracks when an opt-in is missing. Make sure to review all of your automated emails before enabling this.
While this seems harsh, it helps with not accidentally sending emails to contacts who are not opted into a subscription type.
(Alternatively, you would have to manually make sure that contacts are opted out of the subscriptions they're not supposed to receive.)
With the setting enabled, make sure that contacts are opted into the subscription types they should be receiving:
https://knowledge.hubspot.com/marketing-email/set-up-email-subscription-types
https://knowledge.hubspot.com/records/manage-your-subscription-preferences-and-types
Once you maintain these subscriptions for your contacts, HubSpot will only allow emails to contacts when they're opted in. Missing opt-in or opt-out mean that an email will be held back by HubSpot. No need for custom properties.
You can then also build contact lists based on the subscription status.
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. |
Best practice for lists and email communcations
SOLVEBest practice for lists and email communcations
SOLVEHi @TK32_EEC,
Best practice would be to work with subscription types here and leveraging HubSpot's built-in features – and not rely on custom properties. Custom properties are not evaluated when a marketing email is sent and exclusion lists can always be forgotten. Subscription status however will always be checked by HubSpot.
First off, consider enabling the 'Legal basis required' option in the GDPR settings: https://knowledge.hubspot.com/privacy-and-consent/how-do-i-turn-on-gdpr-functionality-in-my-hubspot-...
Once this is checked, only contacts with an opt-in for a subscription type will receive an email using that subscription type. This is a 'hard' setting and will stop any communication in its tracks when an opt-in is missing. Make sure to review all of your automated emails before enabling this.
While this seems harsh, it helps with not accidentally sending emails to contacts who are not opted into a subscription type.
(Alternatively, you would have to manually make sure that contacts are opted out of the subscriptions they're not supposed to receive.)
With the setting enabled, make sure that contacts are opted into the subscription types they should be receiving:
https://knowledge.hubspot.com/marketing-email/set-up-email-subscription-types
https://knowledge.hubspot.com/records/manage-your-subscription-preferences-and-types
Once you maintain these subscriptions for your contacts, HubSpot will only allow emails to contacts when they're opted in. Missing opt-in or opt-out mean that an email will be held back by HubSpot. No need for custom properties.
You can then also build contact lists based on the subscription status.
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. |
