Validate your contact's legal basis to communicate

When data privacy settings are turned on, the contact's legal basis to communicate must be validated before you can send them a one-to-one email through HubSpot. You can do this by adding a subscription or giving a one-time legal basis.

Please note: since GDPR took effect on May 25th, 2018, if a contact has globally opted out of email, a user needs to give the contact a one-time legal basis to communicate before sending them a one-to-one email from the CRM, even if data privacy settings are not turned on in the account they are sending from. If you're sending an email from a ticket record, it is possible to send an email to an unsubscribed contact that does not have a legal basis because emails sent from ticket records are considered transactional emails.

• In your HubSpot account, navigate to CRM > Contacts.
• Click the name of the record.
• In the left panel, click the email Email icon.
• In the pop-up box, validate the contact's legal basis to communicate:
  • Add subscription: click to set a subscription type. This gives you a legal basis to communicate and allows you to add the One to one subscription for the contact so you can send them one-to-one emails from the CRM going forwards.
  • Please note: the Add subscription option will not be available if the contact has opted out of all email communication. In these cases, you can only give them a one-time legal basis and for only transactional, non-commercial emails.
  • Give one-time legal basis: click to assign a legal basis and explain why you are allowed to communicate with the contact so you can send them the email. This option is helpful when you only need to communicate with this contact once, like when you are emailing them a contract or an invoice.
    

• Once legal basis is validated, you can continue writing your email.

Last updated April 2024