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CRM Contacts

Marketing on a contact

The marketing side of a contact profile: mailing lists, automations, buckets, and the two switches that take someone out of marketing entirely.

Last updated September 2, 2026

A contact's profile shows what marketing is doing to them, which is exactly what a rep needs before they call — walking into a conversation without knowing the customer got a promotional email that morning is avoidable.

What is shown

Card	What it tells you
Marketing emails	Whether this contact may be emailed by marketing at all.
Automations	The automated journeys they are in, and what has already been sent.
Customer buckets	The segments they currently fall into — the groups your automations act on.

Taking someone out of marketing

Two switches, and they do different jobs. Marketing emails off stops campaign email reaching them. Automations off stops automated journeys running for them. A customer who says "stop emailing me but keep my account" usually wants both.

THIS IS NOT THE SAME AS UNSUBSCRIBING

These switches are yours; an unsubscribe is the contact's own and is recorded separately. Never switch marketing emails back on for someone who unsubscribed themselves — turning the switch on does not undo their choice, and acting as though it does is how a business ends up in trouble.

Why a rep should look

The automation timeline shows exactly what a contact has been sent and when. It answers "what did they already receive?" before you send them anything else, and it explains the occasional call that opens with "I already got your email".

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