Creating and organizing lists on Hubspot is critical to effective contact management and a targeted marketing strategy. Lists on HubSpot allow you to segment contacts or companies based on specific criteria, improving the effectiveness of marketing campaigns and communication with customers. In fact, a specific communication will be created, based on user data, and this will lead to the building of a stronger and more lasting bond between user and company.
Beyond that, the list feature ties naturally into other HubSpot tools, allowing for global and consistent management of all marketing communications.
In this article, we will explore how to create a list and organize it on HubSpot, providing a detailed and comprehensive guide.
First of all, it is good to make a first distinction. In HubSpot, you can create two main types of lists: active lists and static lists.
Here is a brief explanation of the differences between the two:
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To create a listing on HubSpot, you must first log in to your HubSpot account. Once logged in, navigate to the "CRM" section and click on the drop-down menu at the top right of the "Lists" section. This will take you to the corresponding page, where you can create a new list by clicking the "Create List" button.
In the dialog box that opens, you will have to choose whether to create an active or static list. Active ones are ideal for dynamic marketing campaigns, as they automatically update as contacts meet or no longer meet the criteria you set. Static ones, on the other hand, are perfect for specific analyzes or for market segments that do not change frequently.
Once you have chosen the type of list, the next step is to set the criteria for including contacts. In this step, select filters for contact or company properties. HubSpot offers a wide range of pre-defined properties, such as email address, date of last interaction, or channel through which leads were acquired. You can also create custom properties to better fit the specific needs of your business.
For example, if you want to create a list of contacts who have been acquired via social media, you can select the appropriate filter and set the corresponding property value. This allows you to precisely segment your contacts, ensuring your communications are always relevant and targeted.
When using HubSpot CRM, you can add advanced filters to further segment your contacts. For example, you can combine multiple filters to create very specific segments, such as contacts who visited a certain website page and who also opened a certain email. This level of granularity allows you to fully personalize your marketing campaigns.
Additionally, you can use company-level filters. These allow you to divide contacts based on the properties of the companies they are associated with, such as industry, annual revenue or company size. This feature is particularly useful for B2B marketing strategies, where company characteristics are often more relevant than individual contact characteristics.
You can also create sections that collect specific filters. In this way, you can apply the same group of filters by ticking a simple box without having to apply each individual filter each time.
Once you've created your list, it's important to view and manage your lists in the list section of your HubSpot account. On the dedicated page, you can see all the lists created, both active and static, and use the filters at the top of the table to quickly find the list you want. The ability to filter by name, list type and creation date makes managing lists simple and effective.
If you need to make changes to a list, just hover over the list you want to edit and click "Edit." In the edit window, you can update the list criteria by adding or removing filters as needed. This flexibility allows you to quickly adapt your contact segments to the changing needs of your business.
Lists on HubSpot are powerful tools for your HubSpot strategy. You can use them to create targeted email marketing campaigns, sending personalized messages to the most relevant contact segments. Additionally, they can be used for data analysis, including specific data in your reports to gain more detailed insights into the performance of your campaigns. This allows an overall view of the situation at a marketing level.
It is important to periodically check the lists to ensure that the criteria are still relevant, that a specific contact is still included in the list, or if there are any contacts that need to be removed. Remember to create segments of your contacts to improve the accuracy of your communications and keep the quality of your data high. A well-managed list not only improves the effectiveness of your marketing campaigns, but also contributes to better internal organization and more effective resource management.
Creating and organizing lists on HubSpot is a simple yet powerful process that can dramatically improve your contact management and the effectiveness of your marketing campaigns. By following these steps, you can create and use lists that will help you segment your audience, send more targeted communications, and get better results. With HubSpot's advanced tools, the possibilities are endless: explore and make the most of the features offered to optimize your HubSpot strategy.
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To create a listing on HubSpot, log in to your account and click the drop-down menu. Select "HubSpot Strategy" and click "Create a List". Follow the instructions to set the desired criteria and include contacts or companies in the list.
Go to the "Lists" section and select the desired listing. Please note that you will be able to view the active list at the top right of the dialog box.
You can filter listings using the available filters. Hover over "Display" and select the desired property value. You can also create and use filter groups to better segment your lists.
Log in to your account and select "Lists Tool." Click on "Create a Contact List" and set the desired criteria. Next, select the checkboxes next to the records you want to include in the list.
Evaluate your goals and the characteristics of the contacts you want to include. Define which filters meet your criteria and create a list based on these specifications.