How to Make Someone a
Marketing Contact in HubSpot

This guide provides a step-by-step process to designate a contact as a marketing contact in HubSpot. Follow the steps carefully to ensure the contact is properly marked.

  1. Log in to HubSpot โ€“ Go to hubspot.com and sign in to your account dashboard.

  2. Navigate to Contacts โ€“ From the top menu, click โ€œContactsโ€, then select โ€œContactsโ€ from the dropdown.

  3. Search the Contact โ€“ Use the search bar to find the person you want to mark as a marketing contact.

  4. Open the Contact Record โ€“ Click on the contact's name to open their detailed profile page.

  5. Click โ€œActionsโ€ > โ€œSet as Marketing Contactโ€ โ€“ At the top-right of the profile, click the โ€œActionsโ€ dropdown and select โ€œSet as marketing contactโ€.

  6. Confirm Your Selection โ€“ A popup will appear. Review the details and click โ€œUpdate contact statusโ€ to confirm.

  7. Update in Bulk (Optional) โ€“ For multiple contacts, go to the contacts list, select checkboxes, click โ€œMoreโ€ > โ€œSet as marketing contactsโ€.

  8. Done โ€“ Contact is Now Marketable โ€“ That contact is now marked as a marketing contact, meaning you can include them in email campaigns and automation.

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