To manually set contacts as non-marketing in bulk:
2022 Conference Registration List – Import
Step 1
Export excel file from Event Squid (contact details only)
- HubSpot Registration Report
Step 2 - Import into HubSpot
Contacts Menu - Contacts, then on right side Import button
From import page, select:
- File from computer
- One file
- One object
- Contacts
- Select file
Match properties.
First = First name
Last = Last name
Company Company Name = Company Name
Company position/title = Job Title
Ignore ID Registration
Select - DON'T OVERWRITE (so if there is data in HubSpot, it won't overwrite those fields).
Select - Don't import Data in unmapped columns.
Click next.
Type in import name. Include upload date.
Select I agree checkbox.
Do NOT Select Marketing Contacts checkbox.
Click Finish Import
Step 3 - update FTR Conferences Attended property
Wait for import to finish (you will receive a notification from HubSpot)
On import page, look for number of NEW contacts. Click View contacts.
Select NEW contacts. Click More. Set as Marketing Contact.
Select ALL records. Click Edit. Select property - FTR Conferences Attended. Set to 2022 Conference. Append to the current value.
This will add them to the list: 2022 FTR Conference Registered Attendees
