Tips, Tricks & Best Practices

OBetzalel
Top Contributor

Set contacts as marketing and non-marketing automatically

SOLVE

Hi,

I want to set a logic for setting marketing contacts and non-marketing contacts automatically based on the Lifecycle Stage.

For example, If the lifecycle stage changes and the lifecycle stage is X and it is not supposed to be a non-marketing contact, then set it non-marketing contact (A sales rep engage with the contact and marketing no need to interfere) If the lifecycle stage is Y and it is non-marketing contact, then set it to marketing contact automatically.

I created a workflow that checks for the conditions if the record was created or the lifecycle stage changes. It doesn't update it according to the logic i defined, what could be the reason?:

 

OBetzalel_0-1701077534374.png

 

OBetzalel_1-1701077554915.png

 

Thanks for any help! 🙏

 

 

0 Upvotes
2 Accepted solutions
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Set contacts as marketing and non-marketing automatically

SOLVE

Hi @OBetzalel,

 

Typically, it's easier to create one workflow that marks contacts as non-marketing contacts if they're not eligible to receive marketing emails. In this workflow, you'd enroll contacts when:

  • Unsubscribed from all email = True OR
  • Invalid email = True OR
  • Email hard bounce reason is known OR
  • Email is unknown OR
  • Email domain is any of [competitors, temporary email addresses, test email addresses etc.

This would be a workflow reponsible for marking contacts as non-marketing contacts.

 

In a separate workflow, I'd make sure that all contacts who're supposed to receive marketing emails are marked accordingly. I'd make this a separate workflow to keep the enrollment criteria clean and easy to manage. I wouldn't base enrollment of lifecycle stage as it's more prone to error then, I'd think about different contact sources that contacts come from that are supposed to receive emails, e.g. specific form submissions, integrations, contacts that are supposed to enter nurturing etc.

 

Let me know if you have any follow-up questions!

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.

View solution in original post

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

Set contacts as marketing and non-marketing automatically

SOLVE

Hi @OBetzalel,

 

The workflow will flag the contact to be marked as non-marketing contact at the beginning of the next month. Check back on Dec 1st and you should see that they, even though enrolling earlier, are now a non-marketing contact 🙂

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.

View solution in original post

0 Upvotes
8 Replies 8
NGarfinkel
Participant

Set contacts as marketing and non-marketing automatically

SOLVE

I'm having an issue setting up a workflow that "sets property value" to non-marketing contact. 

 

It's saying it's a "read only" property.

 

I would like to mark a set of contacts whose email domains contact a list of phrases.

 

NGarfinkel_0-1701801584176.png

 

 

Any ideas @karstenkoehler ?

0 Upvotes
CJordan63
Member

Set contacts as marketing and non-marketing automatically

SOLVE

I have a list to add Contacts to what I call a "master exclusion list". Contacts become members if they unsubscribe, hard bounce, no email, etc... when they become members of this list a workflow is triggered to set them as non-marketing.

However, I have a challenge. If a Contact is set to non-marketing becuase of a hard bounce, then how to I set them back to marketing if the email address gets updated? For example, the initial email was wrong, theit gets fixed and is now correct.  Same question for any reason they were set to non-marketing, such as previous unsubscribe, but then we get an updated email address. The issue is that my workflow can set them to marketing, but they would still be on the master exclusion list, which is used in all outbound marketing emails to avoid sending to those people.

0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Set contacts as marketing and non-marketing automatically

SOLVE

Hi @OBetzalel,

 

How exactly are you checking whether it's working or not?

 

Changes to the marketing contact status only take effect at the very beginning of the next month, that's why I'm asking. If you're looking at the marketing contact status field, it wouldn't update before then.

 

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.

0 Upvotes
OBetzalel
Top Contributor

Set contacts as marketing and non-marketing automatically

SOLVE

@karstenkoehler I have created the workflow with the criterias you suggested, thank you very much.

We have a contact that unsubscribed to all emails, but it seems the workflow did not update it to non-marketing contact, for the reason you mentioned, only in the beggining of the next month. But how we can set that the workflow will run then? what is supposed to happen to make sure this contact will be updated to non-marketing contact? (We can't do this manually from what I understand)

 

The Workflow:

OBetzalel_0-1701251238052.png

 

The Contact:

OBetzalel_1-1701251379065.png

 

Thanks! 😀

 

 

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Set contacts as marketing and non-marketing automatically

SOLVE

Hi @OBetzalel,

 

The workflow will flag the contact to be marked as non-marketing contact at the beginning of the next month. Check back on Dec 1st and you should see that they, even though enrolling earlier, are now a non-marketing contact 🙂

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.

0 Upvotes
OBetzalel
Top Contributor

Set contacts as marketing and non-marketing automatically

SOLVE

@karstenkoehler Amazing, thanks! 😀

0 Upvotes
OBetzalel
Top Contributor

Set contacts as marketing and non-marketing automatically

SOLVE

@karstenkoehler Thanks for the quick reply, what do you suggest for me to do? should I just set everyone as marketing contacts and create a dynamic list to disclude the contacts with X statuses? Also, should I include in this list the contacts that were unsubscribed?

 

Thanks.

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Set contacts as marketing and non-marketing automatically

SOLVE

Hi @OBetzalel,

 

Typically, it's easier to create one workflow that marks contacts as non-marketing contacts if they're not eligible to receive marketing emails. In this workflow, you'd enroll contacts when:

  • Unsubscribed from all email = True OR
  • Invalid email = True OR
  • Email hard bounce reason is known OR
  • Email is unknown OR
  • Email domain is any of [competitors, temporary email addresses, test email addresses etc.

This would be a workflow reponsible for marking contacts as non-marketing contacts.

 

In a separate workflow, I'd make sure that all contacts who're supposed to receive marketing emails are marked accordingly. I'd make this a separate workflow to keep the enrollment criteria clean and easy to manage. I wouldn't base enrollment of lifecycle stage as it's more prone to error then, I'd think about different contact sources that contacts come from that are supposed to receive emails, e.g. specific form submissions, integrations, contacts that are supposed to enter nurturing etc.

 

Let me know if you have any follow-up questions!

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.