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Non-Marketing Contact List – Internal Documentation

ChatGPT Image Apr 30, 2026, 05_01_07 PM

1. Objective

This structure is designed to manage and track contacts who are being transitioned to Non-Marketing Contact status, along with maintaining a categorized record of such contacts.

2. Folder Structure

2.1 Parent Folder

  • Non-Marketing Contact List 

This folder contains two subfolders:

  1. Schedule

  2. List

Folder Link : 

1. Non Marketing Contact List : https://app-na2.hubspot.com/contacts/47646351/objectLists/folders?folderId=803707613

2. Schedule :  https://app-na2.hubspot.com/contacts/47646351/objectLists/folders?folderId=803707614

3. List : https://app-na2.hubspot.com/contacts/47646351/objectLists/folders?folderId=803707615

3. Schedule Folder (Active Lists)

3.1 Purpose

To track contacts who are scheduled to be converted into non-marketing contacts.

3.2 Lists Included

  • Contact Scheduled for Setting up Non-Marketing Contact – Category: User

  • Contact Scheduled for Setting up Non-Marketing Contact – Category: Affiliate

  • Contact Scheduled for Setting up Non-Marketing Contact – Category: Unknown

3.3 Criteria

Contacts are added to these lists when:

  • They are unsubscribed, or

  • They are marked as non-marketing via workflow, and

  • They are scheduled for conversion to non-marketing contact status

3.4 Important Note

  • If a contact is marked as a Marketing Contact, it can only be reverted before the end of the current month.

4. List Folder (Static Lists)

4.1 Purpose

To maintain a final and accumulated record of all non-marketing contacts.

4.2 Lists Included

  • Non-Marketing Contacts – Category: User

  • Non-Marketing Contacts – Category: Affiliate

  • Non-Marketing Contacts – Category: Unknown

4.3 Characteristics

  • These are static lists

  • Updated automatically through workflows

  • Represent the final status of contacts who have been converted to non-marketing

5. Summary Workflow Logic

  1. Contacts enter the Schedule lists when identified for conversion

  2. At the defined time/process, they are set as Non-Marketing Contacts

  3. Once converted, they are added to the respective static list under the List folder

  4. Static lists act as the master record for reporting and tracking