Updating and Managing Communication Channels for Contacts
This guide explains how to update and manage Communication Channels within HubSpot contact records to control which Ensemble Marketing communications each contact receives, whether it's Print, Digital, or Direct Mail.
Communication channels is how you sync a contact to Ensemble and identify what type of marketing you want that contact to receive. Digital refers to email marketing. Direct Mail refers to solo-partner printed marketing pieces, such as postcards and brochures. Print Marketing refers to publications like Range and Range Best, or Départ.
Start by logging into your HubSpot account and heading to the Contacts section by hovering on the icon in the left-hand navigation.
From here, there are two ways to manage communications channels for your contacts.
- From this view, you can click on the communication channels field for any individual contact and update. If you have not yet updated your columns and do not see communication channels, please find the how-to guide here.
Please note, once a communication channel is selected, that contact will sync to Ensemble. If the contact no longer wants to receive any Ensemble Marketing, please do not delete them. Instead, select the "Opt out of all" communication channel. - To update the communication channels within a contact's profile, open an individual contact record by clicking on the contact’s name.
On the left-hand panel, scroll down to find the section labeled Communication Channels. The location of this field will depend on how they were set up in your account, but they will always appear within the left-hand sidebar once added. If you have not yet updated this section, please find the how-to guide here.
Click on Communication Channels and check the types of communications your client to receive . If the client no longer wishes to receive any marketing communications, select the option labeled "Opt out of all" .
Note: If "Opt out of all" is selected, it will override all other individual communication channel preferences.