When adding new contacts to HubSpot, the system typically sets them as “non-marketing” by default if you don’t specify a marketing status. However, this default behavior can be customized to better align with your marketing strategies and preferences.
Customizing HubSpot Settings
To change how new contacts are categorized, you can adjust settings within specific HubSpot tools such as forms or integrations. This customization allows you to automatically set new contacts as “marketing” contacts when they are created, ensuring they are ready for targeted marketing efforts right away.
How to Check and Adjust Your Marketing Contact Settings
- Navigate to Your HubSpot Account Settings
- Click on the settings icon in your HubSpot account dashboard to access the settings menu.
- Check Marketing Contact Settings
- In the settings menu, look for options labeled “Marketing Contacts” or “Default Marketing Status.” These options will show you how new contacts are currently being categorized.
- Modify as Needed
- If you prefer new contacts to be automatically categorized as “marketing” contacts, adjust the relevant settings within your chosen HubSpot tools. This change will ensure that your contact management aligns with your marketing needs and objectives.
By customizing these settings, you can ensure your contacts are organized effectively and maximize the impact of your marketing campaigns.