Managing Subscription Preferences in HubSpot
Essential Guidelines for Effective Communication and Compliance
Overview
This article outlines essential guidelines for managing subscription preferences in HubSpot. By following these practices, you can ensure compliance with marketing regulations and optimize your communication strategy.
Unsubscribing Options
When contacts opt out of all communications in HubSpot, they will not receive calls or direct communications until they decide to resubscribe. To better manage preferences regarding call communications, consider creating a dedicated subscription type specifically for call interactions. This allows your contacts to opt in or out of call communications without fully unsubscribing from all other content.
Risks of Email Forwarding
It's important to note that forwarding marketing emails can lead to unintended unsubscribes. To reduce this risk, include a cautionary message in your email communications that informs recipients about the potential for unsubscribing when forwarding emails. Additionally, you might want to implement a "Forward to a Friend" feature, allowing users to share content without risking their own subscription status.
Workflows and Subscription Status Management
Currently, HubSpot does not permit users to change a subscriber's status from "Opt in" to "Not opted" through workflows. Instead, you can manage subscription statuses using static and active lists. This approach allows you to effectively segment your contacts and control communication based on their preferences.
Handling Bounced Emails
Contacts whose emails bounce cannot be marked as bounced manually within HubSpot. However, you can unsubscribe these contacts, which allows you to research and rectify any incorrect email addresses without losing the contact's record for future outreach efforts.
Visibility of Marketing Consents
In HubSpot, all contacts can view their subscription types, regardless of any visibility rules you may have set. This policy helps ensure compliance with privacy regulations, providing transparency in subscription management.
Sending Transactional Emails
When you need to send emails that do not require an unsubscribe link, such as transactional emails, make use of HubSpot's transactional email features. These features are designed for one-to-one communications, ensuring a smooth experience without the compliance concerns associated with marketing emails.
Spam Prevention for Form Submissions
To enhance the security of your forms, HubSpot now categorizes submissions from unregistered domains as spam. To prevent legitimate form submissions from being flagged, it's advisable to maintain an updated list of trusted domains.
Conclusion
By implementing these best practices for managing subscription preferences in HubSpot, you can maintain effective communication with your contacts while adhering to compliance regulations. For additional assistance, please consult HubSpot's support resources.