Designing a filter in HubSpot can be an effective method for arranging and dividing your information. Filters enable you to oversee particular subsets of your contacts, deals, or other elements based on specific conditions. In this guide, I will walk you through the steps of crafting a filter in HubSpot, offering comprehensive instructions and my personal observations throughout the process.
Step 1: Navigate to the Filter
To create a filter in HubSpot, start by logging into your account and navigating to the appropriate object for which you want to create the filter. For example, if you want to create a contact filter, go to the Contacts section. Once there, click on the “Filters” tab on the left-hand side.
Step 2: Define the Filter Criteria
Once you’re on the Filters page, you’ll see a button that says “Create a Filter.” Click on it to start defining your filter criteria. This is where you can get creative and tailor the filter to your specific needs. You can set criteria based on properties, contact lists, or custom fields.
For example, if you want to create a filter for all contacts that are located in a specific city, you can select the “City” property and specify the desired city in the filter criteria.
Don’t be afraid to experiment and combine multiple criteria to create more complex filters. HubSpot offers a wide range of options to suit various segmentation requirements.
Step 3: Name and Save the Filter
Once you have defined the criteria for your filter, it’s time to give it a name and save it. A descriptive and meaningful name will make it easier to locate and use the filter in the future. Be sure to choose a name that accurately represents the purpose or the segment you’re targeting with the filter.
After naming the filter, click the “Save filter” button to store it in HubSpot. You can always edit or delete the filter later if needed.
Step 4: Apply the Filter
Now that you have created and saved your filter, you can apply it to view the filtered results. Go back to the main Contacts (or other object) page, and you will see the option to select the filter you just created from the dropdown menu. Choose the filter, and HubSpot will update the displayed data to show only the contacts that meet the filter criteria.
Step 5: Refine and Iterate
Creating a filter is not a one-time task. As your business evolves and new data comes in, you may need to refine or modify your existing filters. HubSpot makes it easy to edit or delete filters, allowing you to keep your data organized and up to date.
It’s also worth noting that HubSpot offers advanced features like saved filters, which allow you to save the filter configurations as a separate view for easy access in the future.
Conclusion
Creating a filter in HubSpot is a valuable skill that empowers you to better manage and analyze your data. With this step-by-step guide, you should now have a clear understanding of how to create a filter in HubSpot. Remember to experiment with different criteria and regularly review and optimize your filters to ensure they continue to serve your evolving business needs.