Modifying the non-marketing contact status in HubSpot can prove to be a helpful undertaking for efficiently managing your contacts. As a HubSpot user, I have found this functionality to be very convenient in maintaining my contact database in a tidy and current state.
Before we dive into the step-by-step process, let me briefly explain what non-marketing contact status means in HubSpot. Non-marketing contact status refers to the classification of a contact that excludes them from receiving marketing-related communications. This can be useful when dealing with contacts who have opted out of marketing messages or have requested to be contacted only for non-marketing purposes.
Step 1: Accessing the Contact Record
The first step is to access the contact record of the contact whose status you want to change. To do this, navigate to the Contacts section in your HubSpot account and search for the specific contact using their name, email address, or any other identifying information.
Step 2: Editing the Contact Record
Once you have located the contact, click on their name to access their contact record. On the contact record page, you will find various details and properties related to the contact.
Look for the “Contact status” property, which indicates the current status of the contact. Click on the pencil icon next to the “Contact status” field to edit it.
Step 3: Changing the Contact Status
A dropdown menu will appear, showing the available contact status options. Select the appropriate status that reflects the change you want to make. In this case, since we want to change the contact’s non-marketing status, we can select an option like “Non-marketing contact” or “No marketing communication.” Make sure to save the changes after selecting the desired status.
It’s important to note that the available contact status options may vary depending on your HubSpot account settings and customization.
Step 4: Updating Contact Preferences
Now that you have changed the contact’s status to non-marketing, it’s a good practice to update their contact preferences accordingly. This ensures that their communication preferences align with their new status.
To update the contact preferences, navigate to the “Preferences” section on the contact record page. Here, you can update the contact’s communication preferences for email, phone, and other channels. Make sure to respect the contact’s preferences and adhere to any legal obligations, such as honoring their opt-out requests.
Conclusion
Changing the non-marketing contact status in HubSpot is a simple yet powerful feature that allows you to manage your contacts effectively. By following the steps outlined above, you can easily update the contact status for individual contacts as needed.
Remember to always respect the contact’s preferences and comply with any legal requirements to ensure a positive and compliant approach to contact management.