HubSpot serves as a robust automation tool for marketing, providing companies the ability to efficiently organize their leads and contacts. A standout functionality within HubSpot is its capability to generate static lists, allowing for the segmentation of contacts according to particular characteristics. The focus of this article is to guide you through the process of incorporating contacts into a static list in HubSpot.
Step 1: Create a Static List
The first step in adding contacts to a static list is to create the list itself. To do this, navigate to the “Contacts” tab in your HubSpot account and click on “Static Lists.” From there, you can create a new list by clicking on the “Create Static List” button.
Step 2: Define Criteria for the Static List
Once you have created the static list, you will need to define the criteria that will be used to segment contacts. This can include a variety of factors such as contact properties, behavior, and lifecycle stage. To add criteria, click on the “Add Filter” button and select the appropriate option from the drop-down menu.
Step 3: Add Contacts to the Static List
After you have defined the criteria for your static list, you can begin adding contacts. To do this, navigate to the “Contacts” tab in your HubSpot account and click on “All Contacts.” From there, you can use the search bar to find specific contacts or use the filters to narrow down your results.
Step 4: Assign Contacts to the Static List
Once you have identified the contacts that you want to add to the static list, simply click on the “Assign” button and select the appropriate static list from the drop-down menu. You can also assign multiple contacts to a static list by selecting them all and then clicking on the “Assign” button.
Step 5: Monitor and Update the Static List
After you have added contacts to your static list, it is important to monitor and update the list as needed. You can do this by navigating to the “Contacts” tab in your HubSpot account and clicking on “Static Lists.” From there, you can view all of your static lists and make any necessary changes.
Conclusion
Adding contacts to a static list in HubSpot is a simple process that can help businesses segment their contacts and leads effectively. By following the steps outlined in this article, you can create and manage static lists with ease.
