Enabling a contact to become a designated marketing contact within HubSpot can greatly enhance your ability to streamline and control your marketing endeavors. In this guide, I will outline the necessary steps to designate a contact as a marketing contact in HubSpot, while also offering my personal advice and perspectives.
Step 1: Accessing the Contact Record
To get started, log in to your HubSpot account and navigate to the Contacts section. Search for the contact you want to set as a marketing contact and click on their name to access their contact record.
Step 2: Updating Contact Properties
Once you’re on the contact’s record, click on the “Edit” button to make changes to their contact properties. Scroll down to the “Marketing” section and look for the “Marketing Email Status” property. This property determines whether the contact is set as a marketing contact or not.
Step 3: Setting the Contact as a Marketing Contact
To set the contact as a marketing contact, simply select the “Marketing Contact” option from the dropdown menu under the “Marketing Email Status” property. This will indicate that the contact has opted in to receive marketing emails from your company.
Step 4: Saving the Changes
After setting the contact as a marketing contact, make sure to click on the “Save” button to save the changes you made to their contact record. This will update their status as a marketing contact in HubSpot.
Now that you’ve successfully set a contact as a marketing contact in HubSpot, let’s discuss some personal touches and commentary that can enhance your marketing efforts.
Personal Touches and Commentary
When setting a contact as a marketing contact, it’s important to remember that you are building a relationship with that individual. Adding personal touches and commentary can make your marketing efforts more effective and engaging.
Firstly, take the time to personalize your marketing emails. Address the contact by their name and tailor the content to their specific interests or needs. This will show that you value their individuality and are not just treating them as another number in your database.
Secondly, provide valuable and insightful commentary in your marketing emails. Share your expertise, offer helpful tips or advice, and engage your contacts in meaningful conversations. This will position you as a trusted resource and make your emails more valuable to the recipient.
Lastly, don’t forget to track and analyze the performance of your marketing efforts. HubSpot provides robust analytics tools that allow you to measure the effectiveness of your campaigns, identify areas for improvement, and make data-driven decisions to optimize your marketing strategy.
Conclusion
Setting a contact as a marketing contact in HubSpot is a simple process that can have a significant impact on your marketing efforts. By personalizing your communications and providing valuable commentary, you can build stronger relationships with your contacts and drive better results. Remember to track and analyze your performance to continuously improve your marketing strategy. Start setting your contacts as marketing contacts today and watch your marketing efforts soar!