If you utilize HubSpot’s CRM, you may wish to designate certain contacts as marketing contacts. These are individuals who receive marketing materials, such as emails, from your company. This can bring various advantages, including aiding in your segmentation strategies, improving the distribution of tailored content, and boosting your overall email open rates. To learn how to turn a contact into a marketing contact on HubSpot, follow these step-by-step instructions.
Step 1: Navigate to Contacts
Firstly, log into your HubSpot account. On your main dashboard, navigate to the ‘Contacts’ tab at the top of the page. This will give you access to your entire contact list.
Step 2: Select the Contact
From your list of contacts, select the specific contact you want to make a marketing contact. You can do this by clicking on the contact’s name or email address.
Step 3: Edit the Contact’s Information
Once you’ve selected the contact, you’ll be taken to that individual’s contact record. On the right-hand side, you’ll see an ‘Edit’ button. Click this to access the contact’s editable information.
Step 4: Change Contact’s Marketing Information
In the Edit view, look for the ‘Marketing Information’ section. Here, you will see a checkbox labelled ‘Is a marketing contact’. Tick this box to designate this contact as a marketing contact.
Step 5: Save Changes
After ticking the checkbox, remember to click on the ‘Save’ button at the bottom of the edit form. This ensures that your changes are saved and the contact is now categorized as a marketing contact.
Updating Multiple Contacts
If you need to update multiple contacts at once, you can use HubSpot’s bulk edit feature. Here’s a quick guide on how to do this:
Step 1: Select Multiple Contacts
From your contact list, tick the checkbox next to each contact you want to update.
Step 2: Select ‘Edit’
With your contacts selected, click the ‘Edit’ button at the top of the contact list.
Step 3: Update Marketing Information
In the pop-up form, you will see the ‘Marketing Information’ section as earlier. Tick the box labelled ‘Is a marketing contact’, then click ‘Update’ to save your changes.
That’s it! You now know how to make a contact a marketing contact in HubSpot, as well as how to update multiple contacts at once. Remember to always keep your contact information up-to-date to ensure your marketing efforts are as effective as possible.
