How To Add Contacts To A Static List In Hubspot

—

by

Vector Linux
in

One helpful method for organizing and segmenting contacts for specific marketing campaigns in HubSpot is by utilizing static lists. In this guide, I will walk you through the steps of adding contacts to a static list and also offer some personal tips and insights.

Step 1: Accessing the Lists Dashboard

To start, log in to your HubSpot account and navigate to the Lists dashboard. You can find it by clicking on the “Contacts” tab in the main navigation menu and selecting “Lists” from the drop-down menu.

Step 2: Creating a New Static List

Once you’re in the Lists dashboard, click on the “Create list” button. Choose the “Static list” option from the drop-down menu. Give your list a descriptive name and click on the “Create list” button to proceed.

Step 3: Adding Contacts to the List

Now that you have created your static list, it’s time to add contacts to it. There are several ways to do this:

  1. Manually Add Contacts: To manually add individual contacts to the static list, go to the “Contacts” tab and select the contact you want to add. In the contact record, click on the “Actions” dropdown menu and choose “Add to list.” Select the static list you created and click “Save.”
  2. Import Contacts: If you have a large number of contacts to add, you can import them from a CSV file. To do this, go to the “Contacts” tab and click on the “Import” button. Follow the prompts to upload your CSV file and map the fields to match HubSpot’s contact properties. After the import is complete, select the contacts you want to add to your static list and click on the “Actions” dropdown menu. Choose “Add to list” and select the static list you created.
  3. Use Workflows: If you have set up workflows in HubSpot, you can add contacts to your static list automatically based on certain criteria. For example, you can create a workflow that adds contacts to the list when they fill out a specific form on your website or meet certain lead scoring criteria. This method allows for a more dynamic and hands-off approach to adding contacts to your list.

Step 4: Personal Touches and Commentary

Adding personal touches to your contacts and list management can go a long way in building strong relationships and driving successful marketing campaigns. Here are a few tips:

  • Segmentation: When creating static lists, consider segmenting your contacts based on their interests, demographics, or past interactions with your brand. This will allow you to send more targeted and personalized content to each segment.
  • Custom Properties: Take advantage of HubSpot’s custom properties feature to add additional information about your contacts. This can include things like job titles, industry, or any other relevant data that can help you tailor your messaging.
  • Lead Nurturing: Once you have your contacts in a static list, create personalized lead nurturing campaigns to further engage with them. Use HubSpot’s email marketing tools to send targeted emails, set up automated workflows, and track the performance of your campaigns.

In Conclusion

Adding contacts to a static list in HubSpot is a straightforward process that can greatly enhance your marketing efforts. By organizing and segmenting your contacts, you can deliver more personalized content and build stronger relationships with your audience. Remember to add personal touches and leverage the features HubSpot offers, such as segmentation and lead nurturing, to maximize the effectiveness of your campaigns. Happy organizing!