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How to Set Marketing Contacts in HubSpot (plus when & how to use this feature)

HubSpot Hacks
26.9K subscribers
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7.9K views 3 years ago #hubspot #hubspotmarketing #hubspothacks
Marketing contacts is a newer feature in HubSpot that allows you to "set" a contact as someone that you market to -- or not. This not only affects your billing, but it does make it possible to keep hundreds of thousands of contacts in your CRM - but only pay for the ones you want to market to. But you need to know how to set marketing contacts in HubSpot in order to take advantage of this feature. Note: This only applies for HubSpot marketing hub! In this video, we'll walk through: 0:00 Introduction 0:15 Background on Marketing Contacts 0:24 Why Marketing Contacts are Important W 0:30 When to use a Marketing Contact in HubSpot 0:57 What is a marketing contact in HubSpot? 1:16 How to set a single contact a marketing contact or multiple 0:40 How to set a marketing contact in HubSpot's contact views 2:16 How to remove someone as a marketing contact 2:35 Using forms to set marketing contacts 4:14 Using workflows to set marketing contact status …...more
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Introduction

0:00

Background on Marketing Contacts

0:15

Why Marketing Contacts are Important W

0:24

When to use a Marketing Contact in HubSpot

0:30

What is a marketing contact in HubSpot?

0:57

How to set a single contact a marketing contact or multiple

1:16

How to remove someone as a marketing contact

2:16

Using forms to set marketing contacts

2:35

Using workflows to set marketing contact status

4:14

Using non-hubspot forms with this feature

5:27

Setting this in integrations

6:05

Making sure you have permissions to set marketing contact status

6:35
How to Set Marketing Contacts in HubSpot (plus when & how to use this feature)
72Likes
7,970Views
2022Feb 10
Marketing contacts is a newer feature in HubSpot that allows you to "set" a contact as someone that you market to -- or not. This not only affects your billing, but it does make it possible to keep hundreds of thousands of contacts in your CRM - but only pay for the ones you want to market to. But you need to know how to set marketing contacts in HubSpot in order to take advantage of this feature. Note: This only applies for HubSpot marketing hub! In this video, we'll walk through: 0:00 Introduction 0:15 Background on Marketing Contacts 0:24 Why Marketing Contacts are Important W 0:30 When to use a Marketing Contact in HubSpot 0:57 What is a marketing contact in HubSpot? 1:16 How to set a single contact a marketing contact or multiple 0:40 How to set a marketing contact in HubSpot's contact views 2:16 How to remove someone as a marketing contact 2:35 Using forms to set marketing contacts 4:14 Using workflows to set marketing contact status 5:27 Using non-hubspot forms with this feature 6:05 Setting this in integrations 6:35 Making sure you have permissions to set marketing contact status 👉🏻 Need some more help with HubSpot? Learn about our HubSpot consulting services: https://hubs.ly/Q016XfN60 Join the HubSpot Hacks email newsletter for ongoing tips and hacks: https://hubs.ly/Q013Wlc70 _______________ 📚ADDITIONAL RESOURCES: Understanding marketing contacts (from HubSpot's knowledge center): https://knowledge.hubspot.com/contact... HubSpot Beginner Tutorial: https://hubs.ly/Q017lTz00 _______________ 🎬ABOUT HUBSPOT HACKS: HubSpot Hacks is a weekly YouTube series hosted by HubSpot Agency SimpleStrat.com. It's full of tutorials, featuring tips, tricks and how-to's from marketers and sales professionals just like you. Whether you need a quick tip or in-depth details about how to put the tool to work, these HubSpot tutorials are sure to help. Hosted by: 🙍🏼‍♀️Ali Schwanke (  / alischwanke  ) 🙎🏼‍♂️ Tyler Sprunk (  / getsprunk  ) _______________ 💬QUESTIONS OR FEEDBACK? Have a topic idea or a question that needs answered? Drop a comment on the video or tweet at us! Don't forget to subscribe to the channel and share on social! For customized HubSpot training, visit https://hubs.ly/Q016XfN60. #hubspot #hubspotmarketing #hubspothacks

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HubSpot Hacks

26.9K subscribers