HubSpot offers an effective marketing automation tool that empowers companies to efficiently handle their sales and marketing tasks. A notable functionality of HubSpot is its capability to establish filters for segmenting contacts according to defined criteria. This article will cover the steps to set up a filter in HubSpot.
Step 1: Log in to HubSpot
The first step in creating a filter in HubSpot is to log in to your account. Once you have logged in, navigate to the Contacts section of the platform.
Step 2: Create a New Filter
To create a new filter, click on the “Create” button located in the top right corner of the screen. This will take you to the filter creation page.
Step 3: Select Criteria for the Filter
On the filter creation page, you will be able to select the criteria that you want to use to segment your contacts. You can choose from a variety of options, including contact properties, company properties, and deal properties. Once you have selected the criteria, you can then specify the values that you want to include or exclude in the filter.
Step 4: Save the Filter
Once you have created your filter, be sure to save it by clicking on the “Save” button located at the bottom of the page. You can then use this filter to segment your contacts and create targeted marketing campaigns.
Conclusion
Creating a filter in HubSpot is a simple process that can help you segment your contacts and create more effective marketing campaigns. By following the steps outlined above, you can quickly and easily create filters that will help you achieve your sales and marketing goals.