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Marketing contact vs non-marketing contact status management for cost control

One of 565 written HubSpot workflow specs, by a collective of independent HubSpot consultants.

Professional

Seat pricing: Professional edition. To build it, a GTM Seat or an Ops Seat (an Ops Seat cannot create marketing emails or sequences). Per-hub plans: Marketing Hub Professional.

Contact8 stepsUpdated for HubSpot seat pricing
OutcomeContacts that stop engaging or move past active marketing get set to non-marketing automatically, keeping the marketing contacts tier count under control without manual list review.
Workflow mapmarketing-ops-003
Lifecycle stage or engagement date changes leads to Customer, no active upsell?. Customer, no active upsell? leads to Yes: Set non-marketing: customer-no-program; No: Lifecycle stage = Other?. Lifecycle stage = Other? leads to Yes: Set non-marketing: disqualified; No: Dormant 180+ days, Subscriber/Lead?. Dormant 180+ days, Subscriber/Lead? leads to Yes: Set non-marketing: dormant; No: No action. Yes No Yes No Yes No Lifecycle stage or engagement date changes Customer, no active upsell? Set non-marketing: customer-no- program Lifecycle stage = Other? Set non-marketing: disqualified Dormant 180+ days, Subscriber/Lead? Set non-marketing: dormant No action
Lifecycle stage or engagement date changes leads to Customer, no active upsell?. Customer, no active upsell? leads to Yes: Set non-marketing: customer-no-program; No: Lifecycle stage = Other?. Lifecycle stage = Other? leads to Yes: Set non-marketing: disqualified; No: Dormant 180+ days, Subscriber/Lead?. Dormant 180+ days, Subscriber/Lead? leads to Yes: Set non-marketing: dormant; No: No action. Yes No Yes No Yes No Lifecycle stage or engagement date changes Customer, no active upsell? Set non-marketing: customer-no-program Lifecycle stage = Other? Set non-marketing: disqualified Dormant 180+ days, Subscriber/Lead? Set non- marketing: dormant No action

When to use it, when not to

Use it

  • Use when your portal is on the marketing contacts pricing model and you pay per tier of marketing contacts.
  • Use when a segment (long-dormant leads, disqualified fits, customers with no active marketing program) does not need to receive marketing emails or count toward ads/marketing reach.
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Skip it

  • Do not use to non-market contacts sales still needs to email one-to-one. Marketing contact status gates marketing emails (including form follow-up emails), contact audiences in the ads tool, and the "Send email" and ads audience workflow actions; non-marketing contacts still receive one-to-one sales emails, sequences, registration and ticket kickback emails, transactional emails and feedback surveys (https://knowledge.hubspot.com/contacts/marketing-contacts).
  • Do not use on a contact inside an active list-based nurture without checking marketing-ops-040 first, or you will silently break a live sequence.
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The rest of this spec

Prerequisites · 4 items

Every property with its label, internal name, type and options, plus the assets the workflow needs.

Enrollment · 4 parts

The trigger, the criteria as ticked in the UI, the re-enrollment rule and the suppression list.

Steps · 8 numbered actions

Each action in order with its parameters, branches and delays.

Known pitfalls · 5

Traps seen in production, each with what breaks and what to do instead.

Test plan and UAT script · 4 cases, 3 variants

How to prove it works in a test portal, one case per branch, and a sign-off sheet.

Files · PDF, Markdown, JSON, CSV

The properties JSON creates the fields in one call. The workflow JSON documents the build.

Install · 1 click, switched off

The installer creates the properties and the workflow, switched off, then opens a task for what it cannot create. Nothing is deleted, enabled or enrolled.

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