HubSpot provides a comprehensive platform for effectively managing your marketing, sales, and service endeavors. Among its valuable tools is the option to generate and oversee lists. These can be beneficial in organizing your contacts according to their actions or characteristics, simplifying the process of targeting particular audiences. If you’re unfamiliar with HubSpot, you may be unsure of how to produce a new list. For your convenience, below is a detailed outline to assist you in initiating this task.
Step 1. Log in to Your HubSpot Account
First, you’ll need to log in to your HubSpot account. If you don’t have an account yet, you can sign up for a free trial.
Step 2. Navigate to Contacts
Once you’re logged in, go to your dashboard and click on Contacts in the main navigation menu.
Step 3. Click on Lists
On the Contacts page, you’ll see a submenu with various options. Click on Lists.
Step 4. Create a New List
On the Lists page, you’ll see a button that says Create list. Click on this button to start creating a new list.
Step 5. Choose List Type
HubSpot offers two types of lists: active lists and static lists. Active lists automatically update whenever a contact meets the criteria you’ve set, while static lists don’t change unless you manually add or remove contacts. Choose the type of list that best fits your needs.
Step 6. Specify the Criteria for Your List
Next, you’ll need to specify the criteria for your list. You can filter contacts based on different properties such as contact information, company information, and behavioral activity. Here’s a sample code snippet that might help:
function createList(criteria) {
let list = new List();
list.addCriteria(criteria);
return list;
}
Remember to replace criteria with the actual criteria you want to use for your list.
Step 7. Save Your List
Once you’ve specified the criteria for your list, click on the Save button. You’ll be prompted to name your list. Choose a name that clearly represents the contacts in the list. After naming your list, click on Save again.
And there you have it! You’ve just created a new list in HubSpot. As you can see, it’s a straightforward process that can help you segment your contacts, personalize your marketing efforts, and ultimately grow your business. Happy HubSpotting!