How do I set Marketing Status in Bulk via Workflows (Automatically)?

In the Workflows tool, you can automatically set contacts as ‘marketing’ based on their property values.

  1. Go to Workflows
  2. In your HubSpot account, navigate to Automation > Workflows.
  3. Create your contact-based workflow and set up your enrolment triggers for the contacts you want to set as marketing automatically.
    How do I set Marketing Status in Bulk via Workflows (Automatically)? Contact-Based Workflow
  4. Add an action and in the Property management section, select the Set as a marketing contact action.
    How do I set Marketing Status in Bulk via Workflows (Automatically)? Set Trigger
  5. Once you've turned on your workflow, contacts who meet your enrolment triggers will be set as marketing contacts when they pass through the Set as a marketing contact action.

How do I set Marketing Status in Bulk via Workflows (Automatically)? Property Management

 

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