How to Automatically set contacts as non marketing using workflows in HubSpot.
Managing your contacts has never been more efficient. With a Professional or Enterprise subscription, you can take full advantage of this automated feature, allowing you to seamlessly transition contacts to a non-marketing status during their next update. Experience the ease and convenience of our cutting-edge workflows, making it simpler than ever to maintain compliance with your contacts' preferences.
Step 1 - To access the Automation menu in your HubSpot account, simply go to Automation and click on Workflows.
Step 2 - If you wish to modify an existing workflow, hover your cursor over the desired workflow, and then click on the Edit option. Alternatively, you can explore how to create a new contact-based workflow.
Step 3 - Within the workflow editor interface, look for the + icon and click it to add an action.
Step 4 - In the right-hand panel, select the action titled "Set marketing contact status," followed by clicking the dropdown menu labelled "Value." From there, choose the option "Set as non-marketing."
Step 5 - After enabling your workflow, contacts meeting the enrollment triggers will automatically be designated as non-marketing contacts when they progress through the "Set marketing contact status" action.
Step 6 - This action will also set the "Marketing contact until next update" property to "Yes," signifying that on their next update date, the contacts' "Marketing contact status" property will be updated to "Non-marketing contact."
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