Skip to content
The Workflow Library
Get the full library

Subscription status per channel (email, SMS, WhatsApp) from one preference form

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.

Contact10 stepsUpdated for HubSpot seat pricing
OutcomeA contact manages email, SMS, and WhatsApp opt-in status from one preference form, and the workflow catches the cases the form alone cannot: a channel opt-in with no usable phone number behind it, and a single audit trail across all three channels.
Workflow mapmarketing-ops-006
Preference center form submitted leads to Set preference_center_last_submitted. Set preference_center_last_submitted leads to SMS opted-in and no phone number?; WhatsApp opted-in and no phone number?; Any subscription type changed?. SMS opted-in and no phone number? leads to Yes: Notify marketing ops, create task. WhatsApp opted-in and no phone number? leads to Yes: Notify marketing ops, create task. Any subscription type changed? leads to Yes: Add to recent-changes list. Yes Yes Yes Preference center form submitted Set preference_center_last_submitted SMS opted-in and no phone number? WhatsApp opted-in and no phone number? Any subscription type changed? Notify marketing ops, create task Notify marketing ops, create task Add to recent-changes list
Preference center form submitted leads to Set preference_center_last_submitted. Set preference_center_last_submitted leads to SMS opted-in and no phone number?; WhatsApp opted-in and no phone number?; Any subscription type changed?. SMS opted-in and no phone number? leads to Yes: Notify marketing ops, create task. WhatsApp opted-in and no phone number? leads to Yes: Notify marketing ops, create task. Any subscription type changed? leads to Yes: Add to recent-changes list. Yes Yes Yes Preference center form submitted Set preference_center_last_submitted SMS opted-in and no phone number? Notify marketing ops, create task WhatsApp opted-in and no phone number? Notify marketing ops, create task Any subscription type changed? Add to recent-changes list

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

When to use it, when not to

Use it

  • Use when you run marketing sends on at least two of the three channels (email, SMS, WhatsApp) and want one preference page instead of three separate unsubscribe flows.
  • Use when SMS and WhatsApp are already connected as marketing channels in your portal, not as a way to set them up for the first time.
Read more on when to use itShow less

Skip it

  • Do not use this if you only send marketing email. The native one-click email unsubscribe already covers that case with no workflow needed.
  • Do not assume WhatsApp is available on every portal. It depends on a connected WhatsApp Business Account and is limited by region and hub tier. The Send WhatsApp message action requires Marketing Hub or Service Hub Professional or Enterprise (https://knowledge.hubspot.com/workflows/choose-your-workflow-actions). (check in your portal: country coverage and sender registration for WhatsApp on this account, which are set outside HubSpot)
Read more on when to skip itShow less

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 · 10 numbered actions

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

Known pitfalls · 4

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

Test plan and UAT script · 8 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.

Unlock all 565 specs, 149 EUR

One-time, excl. VAT. 30-day refund. Installs in 3 portals. Founding price until 30 November.

Read the free Marketing ops spec

Not the workflow you needed?

More in Marketing ops

50 specs in this section

See all 50 This category, 39 EUR
FreeLead to MQL lifecycle stage promotion on lead score thresholdContact6 steps Legal basis set by acquisition source (form, import, integration)Contact14 steps MQL to SQL handoff with lifecycle stage change and sales notificationContact6 steps Marketing contact vs non-marketing contact status management for cost controlContact8 steps

Read 12 complete specs before you pay.

One per category, same format as the paid ones. Email only, no card.

We email the link, then a short note when specs change. Nothing else.

149 EUR199

Full library, 565 specs
Get the full library