Optimizing your use of HubSpot begins with properly categorizing and organizing contacts, companies, deals, or other objects you may use. Traditional out-of-Salesforce means of categorizing leads and contacts can be overcome by using lists in HubSpot, which help send trackers, targeted emails, customized workflows, and effective reports. This tutorial helps you understand how to create and use lists in HubSpot.
The Downside of Lists in HubSpot
That’s why the HubSpot lists help filter necessary and unneeded information according to some given parameters. Whether your goal is to send personalized emails, build workflows, or generate reports, here’s how to create a list:
1. Log in to Your HubSpot Account:
- Go to the Contacts main menu at the top of the program’s window.
2. Access the Lists Tool:
- In the dropdown menu, select Lists.
3. Create a New List:
At the upper right corner of the page, you will see the inscription Create a list; click it. Fill out the details in the side panel:
- List Name (required).
- Description (optional).
- Finally, select whether you want an active list or a static list.
4. Set Your Criteria:
- In the left panel, click on the button labeled Add filter.
- The conditions may depend on the contacts’ selected properties, activities, or categories.
- You may add or remove filters as you prefer for more detailed control.
5. Save the List:
Click Save List to finalize. This saved list will show the total records using the given search criteria.
Types of Lists in HubSpot
HubSpot offers two types of lists, each suited to different purposes:
Active Lists:
These update automatically based on your set criteria of update frequency. They are ideal for:
- Dynamic email campaigns.
- Contacts are split by dynamically changing criteria (contacts’ lead score, a submission form, and more).
Static Lists:
- These stay constant and do not change with time. They are best for:
- One-time campaigns or events.
- Communications and processes that have to occur in fixed record types.
- Groups that contact has been made with and which can be saved for future use.
Navigating the Lists Tool
The lists tool allows users to select databases with contacts, companies, deals, or other custom objects and subdivide the lists according to certain criteria. Employees can use these segmentation measures for different purposes, such as campaigns, reports, or workflows. Meanwhile, a list allows users to use up to 250 filters to refine the target audience even further.
Setting Up List Criteria
To add filters to your list:
1. Select Add Filter in the panel on the left side of the page.
2. Select a general category as Contact Properties or Activities.
3. Choose the property or activity and set the conditions: checkbox values, date, text input, etc.
It is to use AND between two conditions on the same group so that all conditions apply.
4. To search for broader input parameters, the user should add a new filter group by clicking the + button that implements OR relationships between the filter groups.
Such a combination of AND/OR logic allows getting closer to the desired target as a client, which would be impossible to achieve with rigid searches.
Cloning and Deleting Filters
Efficient list management includes the ability to duplicate or remove filters:
Cloning a Filter Group:
- Open the filter group.
- Click Actions > Clone.
- When changes need to be made, what is commonly referred to as the duplication of the filter group can be edited.
Bounds are helpful when constructing similar filters because cloning is simpler.
Deleting a Filter Group:
- Right-click on the selected filter group and then click on Delete under the available ‘Click Actions.’
- Again, select to delete the group to confirm the action and proceed to the next process.
- Removing unnecessary filters is beneficial to eliminate unneeded items from the lists’ activities.
If you can master these steps, you can maximize HubSpot’s lists to opt for the data you want, fine-tune the type of workflows, and ultimately improve campaigns. Please feel free to put any questions in the comment section, or if you’d like help on another feature of HubSpot, we can help you.
