HubSpot is an effective customer relationship management (CRM) platform that can assist businesses in organizing their sales and marketing endeavors. A prominent aspect of HubSpot is its capability to generate and handle lists, enabling businesses to categorize their contacts and reach out to specific groups with tailored communication.
In this article, I will walk you through the process of creating a list in HubSpot. I will share my own personal experiences and provide helpful commentary along the way. So let’s dive in and learn how to make a list in HubSpot!
Step 1: Accessing the Lists Tool
To start creating a list in HubSpot, you’ll need to navigate to the Lists tool. This can be done by clicking on the “Contacts” tab in the top navigation bar, and then selecting “Lists” from the dropdown menu. Once you’re in the Lists tool, you’ll see all the existing lists in your HubSpot account.
Step 2: Creating a New List
Creating a new list in HubSpot is straightforward. Simply click on the “Create list” button located in the upper right-hand corner of the Lists tool. A popup window will appear, allowing you to enter the details for your new list.
When creating a new list, it’s important to give it a descriptive name that clearly indicates its purpose. For example, if you’re creating a list for your newsletter subscribers, you could name it “Newsletter Subscribers”. This will make it easier to identify and manage the list later on.
Step 3: Setting List Criteria
Once you’ve named your list, it’s time to set the criteria for the contacts you want to include. HubSpot offers a wide range of criteria options that you can use to segment your contacts effectively. You can choose criteria such as contact properties, form submissions, email engagement, and more.
For example, if you want to create a list of contacts who have opened a specific email, you can select the “Email engagement” criterion and specify the email name or subject. This will ensure that only contacts who meet this criterion are included in the list.
Step 4: Reviewing and Saving the List
After setting the criteria for your list, it’s a good idea to review the segment preview to ensure that it includes the contacts you want. The segment preview provides real-time feedback on the number of contacts that meet your criteria.
If you’re satisfied with the segment preview, click on the “Save” button to create the list. HubSpot will then generate the list based on the criteria you’ve set, and it will be available for use in your marketing and sales activities.
Using Lists in HubSpot
Once you’ve created a list in HubSpot, you can leverage it in various ways to enhance your marketing and sales efforts. For example, you can use a list to send targeted email campaigns, create personalized workflows, or set up specific sales sequences for a specific group of contacts.
Lists in HubSpot are dynamic, meaning that they update automatically based on the criteria you’ve set. This ensures that your contacts are always organized and up-to-date, saving you time and effort in managing your database.
Conclusion
Creating lists in HubSpot is a powerful way to segment your contacts and deliver personalized messaging. By following the steps outlined in this article, you can easily create and manage lists that align with your business goals. Remember to give your lists descriptive names, set precise criteria, and regularly review and update them to ensure their effectiveness. With HubSpot’s list management capabilities, you can take your sales and marketing efforts to the next level.