How on earth do you manage your contact database? How do you determine which contacts you should keep or remove? What about your subscription limits?
These are all tough questions that marketers and CRM admins ask themselves on a daily basis. On the one hand, you want to ensure you are maintaining valuable and accurate data, but on the other hand, you want to keep your CRM clean and up-to-date.
In today's digital age, maintaining a clean and organized contact database is crucial for successful customer relationship management (CRM). HubSpot, one of the most popular CRM platforms, offers robust features for managing contacts effectively.
In this blog post, we will explore best practices for cleaning bounced, spam, and unsubscribed contacts from your HubSpot CRM. By implementing these strategies, you can ensure that your contact list remains accurate, up-to-date, and compliant with email regulations.
💡HubSpot has great resources to help you further understand Email Deliverability. Did you know they deliver over one billion emails to their customers every month?
One of the primary challenges in contact management is dealing with bounced emails. A bounced email occurs when the message fails to deliver successfully to the recipient's inbox. There are two types of bounces to consider: soft bounces and hard bounces.
Spam contacts can harm your email deliverability and reputation. Too many spam contacts can lead to a Game Over scenario, where your email deliverability rate is close to 0%.
Luckily! HubSpot provides several features to help identify and manage spam contacts.
Check out an email of their easy-to-use Email Health Dashboard:
✔️ Email Monitoring
✔️ List Segmentation
✔️ Email Preference Center
👉 Unsubscribe Tracking: HubSpot automatically tracks unsubscribed contacts and tags them accordingly. This ensures that you don't inadvertently send emails to unsubscribed individuals.
👉 Review Subscription Preferences: Regularly review the subscription preferences of your contacts, and ensure that the preferences reflect their desired communication channels and email frequency. This step helps to reduce unsubscribes caused by irrelevant content or excessive email volume.
👉 Removing Inactive Contacts: Identify inactive contacts who haven't engaged with your emails for an extended period. You can create custom filters based on criteria like email opens, clicks, or website visits. Consider reaching out to inactive contacts with re-engagement campaigns or remove them from your list to maintain an engaged audience.
The Process Pro Consulting Team has the expertise and skills to help your organization deploy these strategies, both in terms of one-time cleanup efforts and ongoing cleaning of records and updates.
There are many additional tools that our team can integrate into your HubSpot system to further drive email deliverability success. These innovative tools allow users to verify email domain accessibility and email address validity, this secondary check provides another layer of protection against high bounce and spam rates.
We’ve helped countless clients manage their contact lists and improve deliverability and we can help you too!
Effectively managing contacts in HubSpot is essential for maintaining a healthy CRM database. By understanding bounced, spam, and unsubscribed contacts and implementing the strategies discussed above, you can ensure the accuracy and quality of your contact list.
Regularly review and clean your contact database to improve deliverability rates, maintain compliance with email regulations, and enhance your overall CRM performance. Remember, a clean and engaged contact list is the foundation for successful marketing and customer relationship management in HubSpot.
Sign up for the latest Pro tips, tricks, and more!
+ (512) 696-1561
1914 E 6th St#6533,
Austin, TX 78762