How To Create A List In Hubspot

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The HubSpot platform is a robust all-in-one solution for marketing, sales, and service that aids in business expansion. Among its numerous effective features is the List Builder, an organizing tool for contacts in purposeful manners. This blog post will guide you in creating a list on HubSpot.

What is a List in HubSpot?

In HubSpot, a list is a segmented group of contacts or companies based on shared characteristics. Sharing can include their lifecycle stage, form submissions, or any other contact property. There are two types of list in HubSpot:

  • Active list: An active list is dynamically updated as people meet the criteria you set.
  • Static list: A static list does not automatically update. Once a contact is added, they stay on the list until you manually remove them.

Step-by-Step Guide on How to Create a List in HubSpot

  1. Log into your HubSpot account.
  2. From your dashboard, go to contacts by navigating to Contacts > Lists.
  3. Click on the “New list” button on the upper right corner of the screen.
  4. Give your list a name and choose whether you want it to be an active or static list.
  5. Set up your desired rules for the list.
  6. Click on the “Save” button to create your list.

Remember, the rules you set for your list determine which contacts or companies get included. For instance, you can create a rule that includes contacts who have opened any of your marketing emails in the last 30 days.

Adding Rules for Your List

To add rules to your list, follow these steps:

  1. Click the “Add filter” button.
  2. Select the property you want to filter by.
  3. Set the condition for the property. This could be “is equal to”, “is not equal to”, “contains”, etc.
  4. Enter the value for your condition.
  5. Click “Done”.

For instance, if you want to create a list of contacts who have viewed a specific page on your website, your rule might look something like this:

Property: Page views
Condition: is equal to
Value: URL of the page

Final Thoughts

Creating a list in HubSpot is a simple but powerful way to segment and organize your contacts. It allows you to target your marketing efforts more effectively, ensuring you’re reaching the right people with the right message at the right time. Happy list building!