Save Money and Time: Mastering HubSpot's Marketing Contact Features

Поділитися
Вставка
  • Опубліковано 6 гру 2024
  • Save money on your HubSpot subscription by getting smart about managing your marketing contacts!
    What does that mean? In most HubSpot Marketing Starter, Pro and Enterprise accounts, you need to pay to designate someone a "marketing contact" in order to send them one-to-many marketing blasts (and to include them in a lists audience in the Ads tool). But you DON'T have to pay extra to send a contact one-to-one email messages, like would be common for sales or service. By making sure contacts are marked appropriately as marketing vs. non-marketing, you can avoid some hefty add-on fees from HubSpot.
    In this video, your HubSpot Helper will review:
    • what is a marketing vs. non-marketing contact
    • how to assign contact status via a form, bulk update or workflow
    • ways to downgrade someone to a non-marketing contact
    • filters that can easily find contacts who should be moved to a non-marketing status (and save you money!)
    _____________
    🎦 About "Your HubSpot Helper"
    Your HubSpot Helper is a UA-cam series hosted by the HubSpot experts at Kiwi Creative with one goal: to help you understand how to use all the awesome tools within HubSpot!
    Stay tuned for future videos that will dive deeper into HubSpot Marketing, Sales, Service, Operations and Content capabilities.
    Have an idea for a future video topic? Drop a comment below and you just might see it added to this playlist in the near future.
    _____________
    🥝 About Kiwi Creative
    Kiwi Creative is digital marketing agency for B2B software and technology companies. We are:
    • A long-time HubSpot Platinum Solutions Partner
    • Leaders of the HubSpot User Group for B2B Technology USA
    • Certified in HubSpot's Partner Scaled Onboarding program
    • Hosts of the "Your HubSpot Helper" UA-cam Series
    _____________
    🚀 Ready to transform your HubSpot experience? 🚀
    Discover how our custom HubSpot Action Plan can elevate your CRM, marketing and sales efforts in just one week.
    Act now and start your journey to HubSpot mastery today 👉 hubspotactionplan.com

КОМЕНТАРІ • 4

  • @julyanfigueredo8111
    @julyanfigueredo8111 6 місяців тому

    Very instructive, thanks!

  • @stefjuju305
    @stefjuju305 Рік тому

    Thank you for this clear explanation and easy-to-follow instructions. Super helpful!

  • @MattyJones
    @MattyJones Місяць тому

    Did HS do away with Marketing Contact billing? I'm seeing zero in my "Marketing Contact until next update" field and I don't see any other related fields? However, I'm being billed for an extra 30,000 contacts as I approach 40k.

    • @KiwiCreativeInc
      @KiwiCreativeInc  Місяць тому

      From HubSpot's KB: Marketing contact until next update: specifies if this contact will be set as non-marketing on the next update date. When you set an existing marketing contact as non-marketing, the property value will change to Yes, which indicates that the non-marketing status will take effect on the next update date. knowledge.hubspot.com/properties/hubspots-default-contact-properties#:~:text=Marketing%20contact%20until%20next%20update%20(Marketing,effect%20on%20the%20next%20update%20date
      You want to see "Yes" in this field, meaning it will mark that contact as a non-marketing contact on the first of the month.
      Run the Bad List workflow and that 0 should go up, indicating that contacts will be set to non-marketing. That should drop the 30k contacts. Gotta do it before the first of the month!