Using the links in the footer of your marketing emails, contacts can manage their email preferences You can also send them a link to manage their own email preferences.
Add subscriptions to individual contacts
When GDPR functionality is enabled, add subscriptions manually for an individual contact:
- Go to Contacts > Contacts in your HubSpot account.
- Click the name of a contact.
- Scroll down to the Communication subscriptions section and click Add subscription in the left panel,
- Click the dropdown Communication subscription types, then select a subscription type.
- Select a legal basis for communicating.
- Enter the explanation for communication consent. Additionally, you'll also need to add a lawful basis to process to track and store the contact's details in your database.
- Click Save.
Add subscriptions in bulk
You can also opt-in contacts into a subscription type in bulk. You can also remove an opt-out of all email status that was added manually by a user in your HubSpot account.
- Go to Contacts > Contacts in your HubSpot account.
- Select the checkboxes next to the records to select multiple records.
- Click the dropdown More, then select Add communication subscription for contact.
If GDPR functionality is enabled
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- Click the dropdown Communication subscription types, then select a subscription type.
- Select the opt-in status.
- Select a legal basis for communicating with contact.
- Enter an Explanation for communication consent for the contacts. You also need to add a lawful basis to process to track and store the contact's details in your database.
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- Click the dropdown Communication subscription types, then select a subscription type.
- Select the subscription status of the contacts.
- If they've been opted out by a HubSpot user, you can opt them back in by selecting Remove opt out from all emails.
- Enter an Explanation for communication consent for these contacts
- Click Save.
Update the subscription status of contacts with a workflow
When GDPR functionality is enabled, you can opt your contacts into a communication subscription type in bulk using a contact-based workflow.
Please note: a subscription can't be added with a workflow if the contact has previously opted out of this subscription type.
- Go to Automation > Workflows in your HubSpot account.
- Click Create workflow.
- Select a Contact-based workflow, then click Create workflow.
- Click the pencil icon edit and enter a workflow name.
- Click Set enrollment triggers to select the contacts you want to enroll.
- Click the plus icon.
- Under Contact properties, select the Manage subscription status action.
- Click the dropdown New opt status to select an opt status.
- Click the dropdown Communication subscription types, then select a subscription types.
- If GDPR functionality is enabled in your account, select a lawful basis for communicating and enter the explanation for communication consent. You'll also have to add a lawful basis to process to track and store the contact's details in your database.
- Click Save.
- Add any additional actions to your workflow.
- Click the Settings tab and edit the workflow settings.
- When you're done, in the upper right click Review, then click Activate.
Opt a contact out of a subscription
If GDPR functionality is disabled in your account, you will be able to send marketing emails to a contact without explicit opt-in from them. HubSpot will track when a contact opts out from your mailing list, but you can also opt a contact out manually or opt out a list of contacts through an import.