What Is A Marketing Contact In Hubspot? A Guide

When you purchase a Marketing Hub subscription in HubSpot, one of the key elements you need to understand is the concept of marketing contacts. These are the contacts that you engage with through HubSpot’s marketing tools, such as marketing emails and ads. They are an essential component that affects the cost of your subscription. In this guide, we will delve into the details of what exactly marketing contacts are and how they function within the HubSpot ecosystem.

Key Takeaways:

• A marketing contact in HubSpot refers to the specific individuals you engage with through HubSpot’s marketing tools.
• Marketing contacts are included in your contact tier and impact the cost of your subscription.
• You can check your access to marketing contacts in your HubSpot account settings.
• HubSpot offers tools and features specifically designed for marketing contacts, such as marketing emails and ads.
• You can set contacts as marketing or non-marketing based on your marketing strategy and goals.

What are Marketing Contacts in HubSpot?

Marketing contacts in HubSpot are the contacts that you plan to engage with through HubSpot’s marketing tools, such as marketing emails and ads. These contacts are included in your contact tier and affect the cost of your subscription. They can be managed and segmented in HubSpot’s contact management system, allowing you to target them effectively in your marketing campaigns.

Key Features of Marketing Contacts:

• Engagement through marketing emails and ads
• Inclusion in contact tier and subscription cost
• Management and segmentation in HubSpot’s contact management system

By designating certain contacts as marketing contacts, you can focus your marketing efforts and resources on those individuals who are most likely to engage with your campaigns. This targeted approach helps you optimize your marketing efforts and achieve better results.

With HubSpot’s contact management system, you have the ability to organize and categorize your marketing contacts based on different criteria, such as demographics, behavior, or buyer persona. This allows for more precise targeting and personalized messaging, ultimately leading to higher conversion rates and increased customer engagement.

Furthermore, being able to track and analyze the performance of your marketing contacts provides valuable insights into which campaigns are most effective and which segments of your audience are most responsive. This data-driven approach allows you to continually refine and improve your marketing strategies for optimal results.

Overall, marketing contacts in HubSpot empower you to streamline your marketing efforts, effectively reach your target audience, and drive greater ROI from your marketing initiatives.

How to Check Your Access to Marketing Contacts

To ensure you have the necessary access to marketing contacts in HubSpot, follow these simple steps:

1. Login to your HubSpot account.
2. Click on your account settings.
3. Navigate to the “Marketing Contacts” section.

If you see the “Marketing Contacts” section, congratulations! Your HubSpot account has access to marketing contacts. This means you can effectively engage with your contacts through HubSpot’s powerful marketing tools.

However, if you purchased your subscription before marketing contacts were introduced, you might not have access to this feature. In that case, don’t worry – you can still request access to marketing contacts. Reach out to HubSpot support or your dedicated Customer Success Manager, who will assist you in granting access and ensuring you can leverage the full potential of HubSpot’s marketing capabilities.

Having access to marketing contacts opens up a world of opportunities for targeted marketing campaigns. It allows you to engage with your audience effectively, nurture leads, and drive conversions. Take full advantage of this feature to supercharge your marketing efforts.

Remember, if you ever run into any issues or need further assistance, don’t hesitate to reach out to the knowledgeable HubSpot support team. They are always ready to help.

With easy access to marketing contacts, you can create personalized and targeted marketing campaigns that deliver exceptional results. Start exploring the power of HubSpot’s marketing tools today!

How to Monitor Your Marketing Contacts

Monitoring your marketing contacts is essential for effective account management and accurate billing. By keeping track of the number of marketing contacts in your account, you can stay within your contact tier limits and avoid any unexpected charges.

HubSpot provides built-in notifications that alert you when you approach your contact tier limit, but you can also monitor your count of marketing contacts at any time. This gives you full visibility and control over your contact usage.

1. One way to monitor your marketing contacts is by visiting your Account & Billing page. Here, you can find a detailed breakdown of your marketing contacts and their associated costs.
2. You can also generate a dashboard report that displays your marketing contact count. This report allows you to track your contact usage over time and identify any trends or spikes in your contact activity.

Monitoring your marketing contacts not only helps you manage your account efficiently but also enables you to optimize your marketing strategies. By analyzing your contact data, you can identify opportunities for segmentation, personalization, and targeted campaigns to maximize your marketing efforts.

How to Set Contacts as Marketing or Non-Marketing

In HubSpot, you have the ability to set contacts as either marketing or non-marketing based on your campaign needs. While contacts are automatically classified based on how they were created, you also have the option to manually update their status.

By default, there are certain marketing statuses in HubSpot that cannot be changed, ensuring consistency and accuracy in your contact classifications. However, you can customize other tools to automatically set your preferred marketing status.

To set a contact as marketing, indicating your intention to include them in marketing campaigns, navigate to the contact’s record in HubSpot. Locate the “Marketing” section and update the contact’s status accordingly. Once set as marketing, these contacts will count towards your contact tier.

If you don’t plan to market to a specific contact, you can set them as non-marketing. Non-marketing contacts won’t be included in your contact tier and won’t affect your subscription costs.

To optimize your contact segmentation and ensure personalized targeting, it’s essential to accurately classify contacts as marketing or non-marketing in HubSpot.

Tools That Only Work With Marketing Contacts

In HubSpot, there are specific marketing tools that are designed to work exclusively with marketing contacts. These tools play a crucial role in helping businesses effectively target and engage with their audience. Let’s take a closer look at some of these tools and how they can enhance your marketing efforts.

Email Marketing

Email marketing is a powerful tool for nurturing relationships with your marketing contacts. With HubSpot’s email marketing features, you can create personalized and engaging email campaigns to drive conversions. From creating eye-catching templates to tracking email performance, you have everything you need to deliver impactful messages to your audience.

Ads

Leveraging ads is another effective way to reach your marketing contacts and expand your brand’s reach. HubSpot’s ad tools allow you to create targeted ad campaigns across various platforms, including Google Ads and Facebook Ads. You can easily manage and optimize your ad campaigns within HubSpot, ensuring that you are reaching the right people at the right time.

List Segmentation

List segmentation is a vital strategy for tailoring your marketing messages to specific segments of your audience. HubSpot provides robust segmentation features that allow you to divide your marketing contacts into different groups based on specific criteria. This enables you to deliver highly personalized content and offers, increasing the relevance and effectiveness of your marketing efforts.

Marketing Automation

Automation is a game-changer when it comes to managing and nurturing your marketing contacts. With HubSpot’s marketing automation tools, you can set up automated workflows that engage and nurture your contacts throughout their customer journey. From welcome emails to personalized follow-ups, automation streamlines your marketing efforts, saving you time and ensuring consistent engagement with your audience.

As you can see, these marketing tools in HubSpot are specifically designed to work with your marketing contacts, enabling you to take your marketing campaigns to the next level. However, it’s worth noting that HubSpot also offers different types of emails that can be sent to non-marketing contacts, such as sales one-to-one emails, sequences, and transactional emails, expanding your reach beyond just marketing contacts.

Marketing Contact Properties

In HubSpot, there are specific contact properties that provide valuable information about a contact’s marketing status. These properties not only reveal the contact’s current marketing status but also indicate when it was last updated and identify the user or tool responsible for the update.

The following contact properties are essential for tracking and managing marketing contacts:

1. Marketing Contact Until Next Update

The “Marketing Contact Until Next Update” property displays the date of the contact’s next expected marketing status update. This property allows you to monitor when a contact’s marketing status might change, enabling you to tailor your marketing strategies accordingly.

2. Marketing Contact Status

The “Marketing Contact Status” property indicates the current marketing status of a contact. It reveals whether a contact is classified as a marketing or non-marketing contact, helping you segment your contacts effectively for targeted marketing campaigns.

3. Marketing Contact Status Source Type

The “Marketing Contact Status Source Type” property identifies whether the marketing contact status was updated manually or automatically by a specific tool or system in HubSpot. This information provides insights into the source of the status change, aiding in troubleshooting and identifying the effectiveness of different marketing processes.

4. Marketing Contact Status Source Name

The “Marketing Contact Status Source Name” property specifies the name of the user or tool that was responsible for updating the contact’s marketing status. This property facilitates accountability and clarity by attributing marketing contact status changes to specific individuals or automation processes.

By leveraging these marketing contact properties in HubSpot, you can effectively monitor and manage the marketing status of your contacts, enabling targeted marketing campaigns and maximizing the value of your contact data.

Verifying Access to Marketing Contacts

To ensure that your HubSpot account has access to marketing contacts, follow these steps:

1. Go to your HubSpot account settings.
2. Check if your subscription includes the “Marketing Contacts” feature.
3. If the feature is included, congrats! You have access to marketing contacts.
4. If the feature is not included, don’t worry. You can request access from HubSpot support or your Customer Success Manager.

Verifying your access to marketing contacts is essential as it allows you to fully leverage HubSpot’s marketing tools and effectively engage with your target audience. By confirming your access, you can ensure that you’re making the most of your subscription and optimizing your marketing efforts.

Why is Verifying Access Important?

Verifying access to marketing contacts is crucial because it determines whether you can use the full range of features and tools available to engage with your contacts through HubSpot’s marketing platform. Without access to marketing contacts, you may miss out on opportunities to effectively segment and target your audience, leading to less impactful marketing campaigns and ultimately impacting your business’s growth. As such, verifying your access is the first step towards unlocking the full potential of HubSpot for your marketing efforts.

Creating and Importing Marketing Contacts

Managing your marketing contacts in HubSpot is crucial for effective targeting in your marketing campaigns. In this section, we will explore how to create marketing contacts manually, as well as import contacts and set them as marketing contacts during the process.

Creating Marketing Contacts

To create a marketing contact in HubSpot, follow these steps:

1. Go to the Contacts section in your HubSpot account.
2. Click on “Create contact” to open the contact creation form.
3. Fill in the necessary contact details, such as name, email, and phone number.
4. Set the contact status as “Marketing” to include them in your marketing tier and count towards your subscription.
5. Save the contact, and they will now be categorized as a marketing contact in HubSpot.

This process allows you to manually add individual contacts as marketing contacts, giving you full control over their inclusion in your marketing campaigns.

Importing Marketing Contacts

If you have a large number of contacts to add to your marketing database, importing them can save you time. Here’s how to import contacts as marketing contacts:

1. Go to the Contacts section in your HubSpot account.
2. Click on the “Import” button to start the import process.
3. Select the file that contains your contact data. HubSpot accepts various file formats, such as CSV and XLSX.
4. Map the contact properties in your file to the corresponding fields in HubSpot.
5. During the import process, you’ll have the option to set imported contacts as marketing contacts by selecting the appropriate setting.
6. Complete the import, and the contacts will be added as marketing contacts in HubSpot.

Importing contacts as marketing contacts is useful when transitioning from another CRM or when onboarding a large number of contacts into HubSpot.

With the ability to create marketing contacts manually or import them in bulk, you can efficiently build your marketing database and leverage HubSpot’s powerful marketing tools to engage with your audience effectively.

Setting Up Automation for Marketing Contacts

For Professional and Enterprise subscriptions, HubSpot offers automation capabilities to automate marketing contacts in HubSpot. This automation is achieved through the use of forms and workflows, allowing you to streamline your contact management process and save valuable time.

By default, when contacts submit a form on your website, they are automatically set as marketing contacts. This ensures that they are included in your contact tier and will be targeted in your marketing campaigns. However, you have the flexibility to customize this setting according to your specific needs.

One of the powerful features of HubSpot is the ability to create workflows. Workflows allow you to set up automated actions based on a contact’s properties, including their marketing contact status. For example, you can create a workflow that automatically sets a contact’s marketing status as “marketing” when they take a specific action on your website or when they meet certain criteria.

Automation can greatly simplify your contact management process and ensure that your marketing contacts are accurately categorized. By taking advantage of the automation capabilities offered by HubSpot, you can automate marketing contact status and save time that can be better spent on other important tasks.

Let’s take a look at an example of how you can use automation to set contacts as marketing:

Example Workflow: New Email Subscribers

If you have a form on your website that allows visitors to subscribe to your email newsletter, you can create a workflow that automatically sets the marketing contact status for contacts who submit that form.

In this workflow, whenever a contact submits the “Newsletter Subscription” form, their marketing contact status is automatically set to “Marketing”. This ensures that they are included in your contact tier and can be targeted in your email marketing campaigns.

By utilizing automation in HubSpot, you can efficiently manage your marketing contacts and ensure that they are appropriately categorized for optimal targeting and engagement.

How to Restrict User Permissions for Marketing Contacts

If you want to restrict specific users from setting contacts as marketing, you can do so by adjusting their permissions in your HubSpot account settings. This ensures that only authorized individuals have the ability to designate contacts as marketing and helps you maintain control over your marketing database.

To restrict user permissions for marketing contacts, follow these steps:

1. Log in to your HubSpot account and navigate to the Account settings.
2. In the Account settings menu, select User & Teams.
3. Choose the user whose permissions you want to modify.
4. Scroll down and find the “Marketing contacts access” option.
5. Toggle off the switch to restrict their ability to set contacts as marketing.
6. Save your changes.

By adjusting user permissions for marketing contacts, you can limit access to the feature and ensure that only authorized users can designate contacts as marketing. This allows you to maintain better control over your marketing database and prevent any unauthorized changes or additions to your marketing contacts.

As you can see in the table above, the user “John Doe” and “Jane Smith” have restricted access to marketing contacts, while “Mark Johnson” has full access. This type of user permission control allows you to allocate specific privileges based on user roles and responsibilities within your organization.

By restricting user permissions for marketing contacts, you can ensure that only authorized individuals have the ability to set contacts as marketing. This helps maintain data integrity, prevent unauthorized changes, and aligns with your organization’s marketing strategies.

Conclusion

Designating a contact as a marketing contact in HubSpot allows you to specifically target individuals with your marketing campaigns, such as emails and ads. By following the steps outlined in this guide, you can effectively manage your marketing contacts in HubSpot, ensure compliance with billing policies, and optimize your marketing strategies for better targeting. Automating your HubSpot processes with tools like Bardeen can further streamline your workflow and enhance efficiency.

In conclusion, marketing contacts in HubSpot are a crucial aspect of your marketing efforts. They enable you to engage with your audience and drive results. By understanding how to check your access to marketing contacts, monitor their count, and set their marketing status, you can effectively leverage HubSpot’s powerful marketing tools and maximize the value of your subscription.

Remember, managing your marketing contacts not only helps you stay within your contact tier limits but also ensures that your targeted campaigns are reaching the right audience. With HubSpot’s robust contact management system and automation capabilities, you can streamline your marketing processes, improve your targeting, and ultimately drive better results for your business.