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.
- Go to Workflows
- In your HubSpot account, navigate to Automation > Workflows.
- Create your contact-based workflow and set up your enrolment triggers for the contacts you want to set as marketing automatically.
%3F%20Contact-Based%20Workflow.png?width=688&name=How%20do%20I%20set%20Marketing%20Status%20in%20Bulk%20via%20Workflows%20(Automatically)%3F%20Contact-Based%20Workflow.png)
- Add an action and in the Property management section, select the Set as a marketing contact action.
%3F%20Set%20Trigger.gif?width=688&name=How%20do%20I%20set%20Marketing%20Status%20in%20Bulk%20via%20Workflows%20(Automatically)%3F%20Set%20Trigger.gif)
- 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.
%3F%20Property%20Management.png?width=688&name=How%20do%20I%20set%20Marketing%20Status%20in%20Bulk%20via%20Workflows%20(Automatically)%3F%20Property%20Management.png)
