Hello, fellow Hubspot users!
Today, I want to share with you my personal experience and insights on how to create a contact list in Hubspot. Having a well-organized contact list is crucial for effective customer relationship management and targeted marketing efforts. So, let’s dive deep into the details and get started!
Step 1: Accessing the Contacts Dashboard
To begin, log in to your Hubspot account and navigate to the Contacts dashboard. You can do this by clicking on the “Contacts” tab in the main navigation menu. Once you’re there, you’ll see a variety of options and features available to manage and organize your contacts.
Step 2: Creating a New Contact List
Now that you’re in the Contacts dashboard, let’s create a new contact list. Click on the “Lists” tab located in the left sidebar. Then, click on the “Create list” button to start building your contact list from scratch.
Hubspot offers various criteria to segment your contacts and create targeted lists. You can segment your lists based on contact properties, behavior, engagement, and more. Take advantage of these options to truly personalize your contact lists.
Step 3: Defining List Criteria and Settings
After clicking on the “Create list” button, you’ll be prompted to define the criteria and settings for your contact list. Give your list a name that reflects its purpose and helps you easily identify it later on. For example, you could name it “Prospects from Trade Show XYZ.”
Next, select the criteria you want to use to build your contact list. You can choose from contact properties, such as name, email address, company, or any custom properties you have created. You can also select engagement criteria, like recent form submissions or specific email interactions.
Additionally, you can apply filters to your criteria to further narrow down your contact list. Filters allow you to set specific conditions on your criteria, ensuring that only the contacts who meet those conditions are included in the list.
Step 4: Review and Save Your Contact List
Once you have defined the criteria and settings for your contact list, take a moment to review everything. Make sure all the details are accurate and reflect your intentions. It’s always a good idea to double-check before saving your list.
If everything looks good, click on the “Save” button, and voila! Your contact list is now created and ready to be used for your marketing campaigns, email newsletters, or any other targeted communication efforts.
Step 5: Managing and Updating Your Contact List
Creating a contact list is just the beginning. As your business grows and evolves, so will your contacts. It’s essential to regularly review and update your lists to ensure they remain relevant and effective.
Hubspot provides various tools and features to help you manage and update your contact lists. You can manually add or remove contacts from a list, or you can use automated workflows to add or remove contacts based on specific criteria or actions.
Conclusion
Creating a contact list in Hubspot is a fundamental step towards organizing and personalizing your customer relationship management efforts. By leveraging the criteria and settings available in Hubspot, you can create targeted lists that allow for effective marketing and communication with your contacts.
Remember, a well-maintained contact list is a valuable asset to your business. Regularly review and update your lists to ensure they reflect the most accurate and up-to-date information. With Hubspot’s powerful features, you have all the tools you need to build and maintain successful contact lists!