How To Set Contacts As Marketing Contacts In Hubspot

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The use of HubSpot can effectively streamline your marketing tasks. A noteworthy function it presents is the option to designate certain contacts as marketing contacts. This feature enables you to concentrate your marketing efforts on these particular contacts, as they have a higher likelihood to interact with your marketing materials and ultimately become customers. In this article, we will walk you through the steps of assigning contacts as marketing contacts in HubSpot.

Step 1: Access Your Contacts

The first step is to access your contacts in HubSpot. Navigate to your HubSpot dashboard and select Contacts > Contacts from the main navigation menu.

Step 2: Select The Contacts

Next, you will need to select the contacts that you want to set as marketing contacts. You can do this by checking the boxes next to each contact’s name.

Step 3: Edit The Contact’s Profile

Once you have selected a contact, you will need to edit their profile. Click on the name of the contact to bring up their profile, and then click on the Edit button.

Step 4: Set As Marketing Contact

In the edit mode, find the section marked as “Contact Information”. Look for the field labeled as Set as Marketing Contact. Check the box for this field, and the contact will be set as a marketing contact.

Step 5: Save Your Changes

Finally, remember to save your changes. Click on the Save button at the bottom of the page. Your contact will now be set as a marketing contact and will appear in your list of marketing contacts for future reference.

And voila! You have successfully set your contacts as marketing contacts in HubSpot. You can now tailor your marketing efforts towards these contacts and increase your chances of conversion. Happy marketing!

Please note that this process may vary slightly depending on your version of HubSpot and your specific settings. If you encounter any issues, feel free to reach out to HubSpot’s customer support for further assistance.