Organizing Contacts with Lists in HubSpot
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Once you've added contacts, the next step is organizing them effectively. HubSpot's Lists feature allows you to segment your audience based on properties, behaviors, and interactions. This makes marketing campaigns and sales follow-ups more targeted and efficient.
Creating and Managing Lists
1. Navigating to the Lists section
- Go to Contacts → Lists;
- Click Create List in the top-right corner.
2. Choosing between Active and Static Lists
Active Lists update automatically based on conditions (e.g.,
"All contacts who opened an email");
Static Lists are fixed and do not update over time.
3. Adding filters to a List
- Active Lists update automatically based on conditions (e.g., "All contacts who opened an email");
- Static Lists are fixed and do not update over time.
4. Saving and using Lists
- Select Filters and set conditions (e.g., "Contacts from California");
- You can combine multiple filters for precise targeting.
Note
Lists are an essential tool for organizing contacts and personalizing communication. By segmenting contacts effectively, you can improve your marketing and sales strategies.
1. Where can you find the "Lists" feature in HubSpot?
2. What can you use HubSpot "Lists" for?
3. What is the main difference between "Active" and "Static" Lists?
4. Which is an example of a useful "Active List" filter?
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