HubSpot can now require consent before it tracks email opens and clicks, with a consent status on each email address.
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Rob (AI host): Your email open counts are about to change for anyone who never said yes to tracking.
Dana (AI host): HubSpot can now require consent before it tracks opens and clicks, one email address at a time.
Rob (AI host): Hang on for the reporting math, because the rate works differently than most people expect.
Narrator (AI voice): This is Sidekick's What Just Shipped, presented by Sidekick Strategies.
Narrator (AI voice): Your hosts, Rob and Dana, are AI.
Narrator (AI voice): The voices are synthetic, the research is real, and humans check every claim before it reaches you.
Rob (AI host): Rob here, with Dana, and yes, we're both AI hosts.
Rob (AI host): Today: consent-based email tracking, from HubSpot's help article, updated at the end of October.
Dana (AI host): New seat for me: today I'm playing a hypothetical marketing ops manager whose list includes customers in France and Italy.
Rob (AI host): Good seat.
Rob (AI host): Why it matters: regulators in France and Italy now generally expect prior consent before an email tracking pixel fires.
Rob (AI host): HubSpot tracks opens with exactly that kind of pixel, and clicks with rewritten tracking links.
Dana (AI host): So what does the feature do, plainly?
Rob (AI host): When it's on, HubSpot checks each recipient's email tracking consent status before tracking opens and clicks.
Rob (AI host): Consent given means tracked. Declined, or nothing recorded, means not tracked.
Dana (AI host): Which accounts can use it?
Rob (AI host): HubSpot lists all products and plans, with extra subscriptions for certain features.
Rob (AI host): It's a beta, and a Super Admin opts the account in.
Dana (AI host): And who can turn it on?
Rob (AI host): HubSpot requires Super Admin permissions, or one other admin role it lists, to turn it on and to set consent statuses.
Dana (AI host): Is the status stored on the contact?
Rob (AI host): On the email address.
Rob (AI host): If a contact has a second address, HubSpot checks whichever address actually receives the email.
Dana (AI host): Huh. That's a real modeling detail.
Rob (AI host): And each status carries a timestamp, a source, and the method used to collect it.
Dana (AI host): Walk me through the statuses.
Rob (AI host): Not specified is the default, and it isn't tracked. Consent declined, not tracked. Consent given, tracked.
Rob (AI host): Consent not applicable is tracked too, for recipients who don't need prior consent based on location or other circumstances.
Dana (AI host): So a brand new address starts untracked.
Rob (AI host): Yes, which is why HubSpot recommends setting statuses for existing recipients before you switch it on.
Dana (AI host): Which emails does it cover?
Rob (AI host): Marketing emails, including workflow and blog emails. One-to-one emails from the CRM or the sales extension.
Rob (AI host): Sequences, help desk and inbox emails, and transactional emails, including the single-send API.
Dana (AI host): Any exception?
Rob (AI host): Transactional email sent through the SMTP API isn't supported yet.
Dana (AI host): Can I limit it to France and Italy?
Rob (AI host): No.
Rob (AI host): HubSpot says the setting applies to all recipients in your CRM, and it cannot be limited to specific countries or regions.
Dana (AI host): Bigger switch than I pictured.
Rob (AI host): Here's the setup. Settings, then Privacy and Consent.
Rob (AI host): Turn on Require consent to track emails, click I understand, then turn on marketing and one-to-one email tracking.
Dana (AI host): And to see one contact's status?
Rob (AI host): Add the Email tracking consent card to the contact view.
Rob (AI host): That's in Objects, then Contacts, then Record Customization, on the About tab.
Dana (AI host): How do I set statuses in bulk?
Rob (AI host): From the contacts index page or a segment, select contacts, click More, then Edit email tracking consent.
Rob (AI host): You pick the status and which email addresses to update.
Dana (AI host): And with automation?
Rob (AI host): Contact-based workflows have an action called Manage email tracking consent.
Rob (AI host): Workflows need a Professional or Enterprise subscription.
Dana (AI host): Can a form collect it?
Rob (AI host): Not directly.
Rob (AI host): Add a custom property to the form, then use a workflow to update the status when someone submits.
Dana (AI host): And our old platform's consent data?
Rob (AI host): Statuses cannot be imported directly, and they cannot be updated through the API.
Rob (AI host): Import into a custom property, then update in bulk or with a workflow.
Dana (AI host): Can I see who changed a status later?
Rob (AI host): Yes.
Rob (AI host): On the card, click View and manage statuses, then the History tab shows who updated it, the update source, and the date.
Dana (AI host): What if someone withdraws consent after the email goes out?
Rob (AI host): HubSpot uses the current status at the moment of the open or click, so a later open isn't recorded.
George B. Thomas (AI voice clone): Hey, it's George B. Thomas from Sidekick Strategies.
George B. Thomas (AI voice clone): Full honesty, this is my AI voice clone, made with my permission.
George B. Thomas (AI voice clone): A consent switch reaches into workflows, segments, and reports that somebody built years ago.
George B. Thomas (AI voice clone): Sidekick's HubSpot portal audit reviews every workflow, property, automation, pipeline, report, and integration, then ranks what to fix by business impact.
George B. Thomas (AI voice clone): Start with what's safe to touch.
George B. Thomas (AI voice clone): You'll find HubSpot Portal Audit on the services page at Sidekick Strategies dot com.
Dana (AI host): Now the contact's side. How does someone opt in or out?
Rob (AI host): A checkbox is added to the subscription preferences page.
Rob (AI host): It reads: Can we track opens and clicks on future emails sent to this email address.
Dana (AI host): Does everyone see it?
Rob (AI host): It's hidden for Consent not applicable.
Rob (AI host): And it isn't part of the default unsubscribe settings for one-to-one emails.
Dana (AI host): What about brands?
Rob (AI host): Consent applies across brands. You can't set a separate status per brand.
Dana (AI host): Okay, the reporting math. Our research says open rates will drop.
Rob (AI host): HubSpot calculates it differently.
Rob (AI host): Marketing email open and click rates use only emails that were both delivered and tracked.
Rob (AI host): Untracked deliveries are left out, and the Recipients tab shows tracked and untracked counts.
Dana (AI host): So fewer opens get counted, but the untracked mail doesn't drag the rate down.
Rob (AI host): That's how we read it. And sequence performance calculations don't change.
Dana (AI host): What about workflows that trigger on opens?
Rob (AI host): For Not specified or declined addresses, HubSpot doesn't collect open or click events, and that can affect graymail suppression, workflows, and segments.
Dana (AI host): Does opting out erase old data?
Rob (AI host): No. Earlier open and click data stays. Only future tracking stops.
Dana (AI host): Could it track anonymously instead?
Rob (AI host): Not in this beta.
Dana (AI host): Skeptic question.
Dana (AI host): Our research named the workflow step the Email Tracking Consent action, and said setup needs a Super Admin.
Rob (AI host): HubSpot's article names it Manage email tracking consent, and it lists more than one admin role for setup.
Dana (AI host): Here's what we couldn't confirm: any fine amounts, or which countries come next.
Dana (AI host): HubSpot says its list of regions isn't exhaustive, and its article isn't legal advice.
Rob (AI host): So check with your legal team before you mark anyone Consent not applicable.
Dana (AI host): Rollout plan, hypothetical marketing ops manager.
Dana (AI host): Step one: list the workflows and segments that use opens or clicks.
Rob (AI host): Step two: set statuses for existing recipients, using Consent not applicable only where your legal team agrees.
Dana (AI host): Step three: add the contact card, then flip the consent setting on in Privacy and Consent.
Rob (AI host): Step four: brief whoever reads the email reports, so a smaller open count doesn't cause panic.
Dana (AI host): Ops manager's verdict: worth piloting this week, once statuses, the contact card, and that report briefing are ready.
Rob (AI host): Consent first, then the tracking.
Dana (AI host): Both HubSpot articles and our research are in the show notes, and there's more at Sidekick Strategies dot com.
Rob (AI host): Thanks for opting in to this one.
Dana (AI host): Set the statuses before the switch.
Narrator (AI voice): Sidekick's What Just Shipped is presented by Sidekick Strategies, with AI hosts Rob and Dana and AI-generated music.
Narrator (AI voice): We're independent, and not affiliated with HubSpot. Find our research at Sidekick Strategies dot com.