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How to create lists in HubSpot Step by step By creating lists in HubSpot we can achieve effective and precise segmentation in an intuitive and easy way. Below, well walk you stepbystep through the process of how to create lists in HubSpot , highlighting key filtering options and segmentation criteria. Step Navigate to the Lists section Once we have logged into our HubSpot account, we will navigate through the main menu to Contacts and there we will select Lists to access the area for creating and managing these. Step creating lists in HubSpot Step Create a new List Once we are in Lists, we will click on the orange button that will appear on the right side Create list. Once we are inside,
HubSpot will give us the option to create it from objects contacts, companies Country Email List and businesses. Important Here we will have to choose between types of lists Active Records will enter or leave the list as their properties change. We will use these for those actions that need a temporary update, for example, to know which contacts have one engagement or another based on the established lead scoring . Static so in this case we will use them when we want to know what number of contacts meet those characteristics at a specific moment, for example, to know how many have registere.
In the month of May on a form. how to create lists in HubSpot Step Establish segmentation criteria To know how to create lists in HubSpot, we must know the filters that help us establish specific segmentation criteria. You will be able to filter from the properties created for the different HubSpot objects contacts, companies, tickets, etc. When selecting more than one property to filter, we must choose between AND or OR . When we set a property in the filter from Y, it is mandatory that it meets the criteria, however, when O is selected, the contacts must meet at least one of the chosen criteria.
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