HubSpot is an effective tool that can assist in managing your company’s sales and marketing endeavors. It also aids in monitoring the interaction of your contacts, which can be immensely beneficial in identifying which contacts are actively engaging with your content and which ones are not. However, you may encounter difficulties in locating unengaged contacts in HubSpot.
This blog post will guide you through the steps to find and identify unengaged contacts, allowing you to focus on re-engaging those that may have fallen through the cracks.
Step 1: Navigate to Contacts
The first step in finding unengaged contacts is to navigate to the Contacts section in your HubSpot account. This can be done by clicking on the “Contacts” option in the main navigation menu on your HubSpot dashboard. Once you’re in the Contacts section, you’ll be able to see a list of all your contacts.
Step 2: Create a New List
Next, you’ll want to create a new list. This can be done by clicking the “Lists” option in the “Contacts” dropdown menu. Then, click on the “Create list” button at the top right corner of the Lists page. You’ll then be prompted to name your list and choose whether it’s a static or dynamic list. For the purpose of finding unengaged contacts, a dynamic list is recommended as it will automatically update as contacts meet the criteria you set.
Step 3: Set Up Filters
Now, it’s time to set up filters that will determine which contacts are considered unengaged. The exact filters you set up may vary depending on your specific needs, but some common filters might include contacts who have not opened any emails in the last three months, contacts who have not clicked on any links in the last three months, or contacts who have not visited your website in the last three months.
These filters can be set up by clicking the “Add filter” button on the list setup page. From there, you can select the appropriate property (e.g., “Email opens”, “Link clicks”, or “Website visits”) and set the time frame and conditions to fit your needs.
Step 4: Save and Review Your List
Once you’re happy with the filters you’ve set up, you can click the “Done” button to save your list. This will bring you to a page where you can review the contacts that meet the criteria you’ve set. From there, you can plan your next steps for re-engaging these unengaged contacts.
Finding unengaged contacts is a crucial part of any successful email marketing campaign. It can help you identify who is not interacting with your content and who may need a little extra attention. By following the steps outlined in this blog post, you can easily find these contacts in HubSpot and start working on re-engaging them.
