How to Collect and Manage SMS Consent in Hubspot

Managing SMS consent correctly in Hubspot is essential for compliance, deliverability, and maintaining trust with your contacts. This guide walks you through how to collect, track, and manage SMS opt-in and opt-out so you can send text messages safely and legally.

Understanding SMS Consent in Hubspot

Before sending any text messages from Hubspot, you must obtain explicit permission from your contacts. SMS channels are regulated, and failing to follow consent rules can lead to penalties and poor engagement.

In Hubspot, consent is tracked at the subscription level. That means each contact’s phone number is associated with a specific SMS subscription type and a corresponding legal basis for communication.

Key Components of SMS Consent in Hubspot

Subscription type: Defines the kind of SMS messages you’re allowed to send (for example, marketing updates or transactional alerts).
Legal basis: The compliance reason that permits you to message the contact (such as explicit opt-in).
Consent record: A log of how and when the contact gave or removed consent.

Hubspot SMS Subscription Types

When using SMS in Hubspot, you must choose the correct subscription type for each phone number you message. Subscription types control what content is allowed and how contacts can unsubscribe.

Common use cases include:

Promotional and marketing campaigns
Event reminders and updates
Order notifications and transactional messages

Each subscription type in Hubspot should map to a clear purpose so your contacts always know what they are signing up for.

How to Collect SMS Consent in Hubspot

You can capture SMS opt-in directly inside Hubspot using forms, conversation tools, or manual updates by your team. The goal is to clearly inform contacts what they will receive and give them a simple way to agree.

1. Collect SMS Consent via Hubspot Forms

Forms are one of the most common ways to collect SMS consent in Hubspot.

Create or edit a form in your Hubspot account.
Add a Phone number field if it is not already present.
Include a dedicated consent checkbox or text that explains:
- What messages they will receive via SMS.
- How often you plan to send them.
- How they can opt out (for example, replying STOP).
Map the phone number and consent information to the appropriate SMS subscription type and legal basis.
Embed the form on your website or landing page.

For more advanced form strategies and conversion optimization, you can explore consulting resources such as Consultevo.

2. Collect SMS Consent Through Conversations in Hubspot

If you use the conversations inbox or chat tools in Hubspot, you can request SMS opt-in during a live interaction.

Ask for permission to send SMS messages and clearly describe the purpose.
Record their consent by updating their contact record and subscription status.
Confirm the phone number and subscription type within Hubspot.

This method is useful for sales teams and support teams who communicate directly with prospects and customers.

3. Import Existing SMS Consent into Hubspot

If you obtained SMS consent before using Hubspot, you may import those contacts, but you must be confident the consent is valid and documented.

Prepare a spreadsheet with columns for contact details, phone number, subscription type, and legal basis.
Use the import tool in Hubspot to add these contacts.
Map the columns to the relevant properties, especially the SMS subscription and consent fields.
Verify that each contact is associated with the correct phone number and subscription.

Always retain evidence of how you originally collected consent in case you need to demonstrate compliance.

Managing SMS Consent in Hubspot

Once consent is collected, you need to keep it up to date. Hubspot provides tools to review, edit, and respect your contacts’ preferences automatically.

View and Edit SMS Consent on a Contact in Hubspot

To manage an individual contact’s SMS preferences in Hubspot:

Open the contact record from your contacts list.
Locate the communication or subscription preferences section.
Review the status of the SMS subscription type (subscribed, unsubscribed, or not specified).
Update the subscription status only when you have an appropriate legal basis to do so.

Changes are logged so you maintain a history of consent actions.

Track Opt-Outs and STOP Replies in Hubspot

When recipients no longer wish to receive texts, they should be able to unsubscribe easily. In many regions, this is a legal requirement.

In Hubspot, contacts can:

Reply with standard opt-out keywords like STOP, depending on your connected SMS provider.
Update their communication preferences through subscription management pages.

Hubspot automatically updates the SMS subscription status when supported opt-out actions occur. You must not override these opt-outs unless the contact explicitly opts in again.

Respecting Regional Compliance in Hubspot

SMS regulations differ by region, and Hubspot tools are designed to help you align with these requirements, but final compliance is your responsibility.

Best practices include:

Collecting explicit, documented opt-in before sending any SMS.
Providing clear information about message frequency and type.
Including straightforward unsubscribe instructions in your welcome and recurring messages.
Regularly auditing your SMS subscription lists in Hubspot.

Sending SMS Messages After Consent in Hubspot

Once you have proper consent, you can send SMS messages using Hubspot’s connected SMS tools. Always confirm that you are sending only to contacts with an active subscription status.

Build your SMS list using filters based on subscription type and consent status.
Craft messages that match what contacts were told at the time of opt-in.
Include identifying information and reminder text about how to opt out.
Monitor unsubscribe and reply behavior to keep your lists healthy.

Monitoring and Auditing SMS Consent in Hubspot

Regular reviews help ensure your SMS program stays compliant and effective.

Periodically export and audit your SMS subscription data.
Check that new forms and workflows in Hubspot are configured with the right subscription types.
Update your consent language when regulations or your messaging strategy change.

Learn More About SMS Consent in Hubspot

For the most detailed, up-to-date instructions, consult the official Hubspot documentation on SMS consent management here: Hubspot SMS consent guide.

By correctly collecting, storing, and honoring SMS consent in Hubspot, you protect your brand, stay compliant with regulations, and build a reliable channel to reach your audience via text.

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