Having been a long-time user of HubSpot, I recognize the significance of maintaining a tidy and well-organized contact database. Believe me, it can greatly save time and effort in managing our marketing strategies and staying connected with the appropriate individuals. In this article, I will guide you through the steps of tidying up your HubSpot contacts and also provide my personal insights and insights.
Step 1: Segment your contacts
The first step in cleaning up your HubSpot contacts is to segment them. This will help you identify specific groups of contacts that need attention. Start by creating segments based on criteria like engagement level, lead status, or any other relevant attributes that align with your marketing goals.
Step 2: Identify inactive contacts
Once you have segmented your contacts, it’s time to identify and flag any inactive contacts. These are the ones who haven’t engaged with your emails or website for a long time. Disengaged contacts can negatively impact your email deliverability and open rates, so it’s important to remove them from your active contact list.
Step 3: Review and update contact properties
Now that you have identified the inactive contacts, it’s time to review and update their contact properties. This includes updating their job titles, company information, or any other relevant details. Keeping contact properties accurate and up-to-date ensures that you have the most relevant information for your marketing campaigns.
Step 4: Merge duplicate contacts
Duplicate contacts can be a common issue, especially if you have multiple lead capture forms or import contacts from different sources. These duplicate contacts can clutter your database and lead to confusion. HubSpot offers a powerful merge tool that allows you to merge duplicate contacts while preserving their activities and engagement history. Take the time to merge these duplicates properly to maintain data integrity.
Step 5: Remove unsubscribed or bounced contacts
Another important step in cleaning up your HubSpot contacts is to remove unsubscribed or bounced contacts. These contacts have either opted out of receiving emails or have email addresses that are no longer valid. Keeping them in your contact list not only wastes resources but can also harm your sender reputation. Use HubSpot’s email deliverability features to identify and remove these contacts from your database.
Step 6: Assess lead quality
As you clean up your contacts, take the opportunity to assess the quality of your leads. Look for contacts who have shown a high level of engagement and have the potential to become valuable customers. Prioritize these leads and tailor your marketing efforts accordingly. Remember, it’s not just about having a large contact list but about having quality leads that are likely to convert.
Conclusion
Cleaning up your HubSpot contacts may seem like a daunting task, but it’s a crucial step in maintaining a healthy and productive marketing strategy. By segmenting your contacts, identifying inactive ones, merging duplicates, and removing unsubscribed or bounced contacts, you’ll have a clean and organized database that will help you target the right audience and drive better results. Remember, a clean database leads to cleaner marketing campaigns and more meaningful connections with your audience.