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Understanding HubSpot list and how to use them

List is a powerful tool that allows users to segment contacts, companies, deals, or tickets based on specific criteria. Lists can be created on various factors such as contact properties, engagement metrics, and behaviors.

Types of Lists in HubSpot

  1. Active Lists:
    • Dynamic lists that automatically update as contacts meet or no longer meet the specified criteria.
    • Ideal for ongoing campaigns where you want to keep track of changing data (e.g., contacts who have recently engaged with your emails).
  2. Static Lists:
    • Fixed lists that capture a snapshot of contacts at a specific time. They do not change unless manually updated.
    • Useful for one-time campaigns or specific reporting purposes.

Best Usages of HubSpot Lists

  1. Targeted Email Campaigns:
    • Use lists to segment your audience based on interests, behaviors, or demographics. For example, create an active list of contacts who opened your last email campaign to send them follow-up content.
  2. Lead Scoring and Qualification:
    • Segment leads based on their lifecycle stage (e.g., Marketing Qualified Leads or Sales Qualified Leads). This allows sales teams to focus on high-potential leads for follow-ups.
  3. Event Management:
    • Create lists of attendees for webinars or events. This helps in managing communications before and after the event, ensuring all participants receive relevant information.
  4. Customer Feedback and Surveys:
    • Use lists to identify customers who have interacted with your product recently and send them surveys to gather feedback.
  5. Reporting and Analytics:
    • Build segmented lists for reporting purposes. For instance, create a list of contacts who have engaged with a specific marketing campaign to analyze its effectiveness.
  6. Workflow Enrollment:
    • Enroll lists in workflows to automate processes such as follow-up emails, lead nurturing sequences, or task assignments for sales representatives.
  7. Sales Call Prioritization:
    • Create lists based on recent interactions or high lead scores to help sales teams prioritize their outreach efforts effectively.

How to Create and Manage Lists in HubSpot

Access the Lists Tool

  • Log into your HubSpot account.
  • Navigate to Contacts > Lists.

Create a New List

  • Click on the Create list button in the upper right corner.
  • Choose between Active list or Static list, depending on your needs.

Set List Criteria

  • In the left panel, define the criteria for your list:
    • Select properties (e.g., contact properties like lifecycle stage).
    • Apply filters based on behaviors (e.g., email opens, form submissions).
  • Click Apply filter once your criteria are set.

Name and Describe Your List

  • Enter a descriptive name for your list that reflects its purpose.
  • Optionally add a description for clarity.

Save Your List

  • Click on the Save list button to finalize the creation of your list.

Best Practices for List Management

  • Organize Lists in Folders: Use folders to categorize lists based on campaigns, departments, or purposes (e.g., marketing campaigns vs. sales follow-ups).
  • Regularly Review and Clean Up Lists: Periodically check your lists for relevance and accuracy. Remove outdated contacts or adjust criteria as necessary.
  • Utilize Naming Conventions: Use consistent naming conventions for easy identification (e.g., “Email Campaign – Spring Sale – Active”).
  • Leverage List Insights for Strategy: Analyze engagement metrics from your lists to inform future marketing strategies and improve targeting.