Use the lists dashboard to view and edit your lists. Lists are an easy way to organize your contacts and can help you accomplish tasks such as setting up workflows and sending marketing emails. You can filter by author at the top, so you could view only the lists that you've created.The dashboard displays and allows you to sort by the status, name, type of list, created date, type (smart or static list), size, used in, and author. From the dashboard, you can also create a new list, import new contacts/lists, create folders for lists, and search for existing lists.
You can create folders for your lists to help you stay organized.
To create a folder, navigate to Contacts > Lists. Choose New folder. Name the folder and press Create folder. Once the folder is created, you can move lists into the folder of your choice by selecting the Move to... option from the gear icon to the right of your list's name.
Create new list
Use this feature to design a smart or static list and customize which contacts should be in the list based on requirements that you set. Segmenting your contacts with lists allows your email marketing to target individual groups of contacts with unique content. These lists will be discussed in greater detail in later chapters, but you can also jump ahead to learn how to create a static list and a smart list.
You can create a list based on the following criteria:
- Contact Property: contains information about a contact in your account.
- Account Property: contains information about a person's account from fields in Salesforce (requires Salesforce Integration).
- List Membership: if a contact is a member or is not a member of a particular list.
- Form Submission: if a contact has or has not filled out a particular form.
- Page View: if a contact has or has not visited an exact URL or part of a URL. (Enterprise only)
- Event: if a contact has or has not had an event, such as visiting a URL or clicked an element on a page. (Enterprise only)
- Workflow Status: if a contact is active or has completed a workflow in HubSpot.
- Call-to-Action: if a contact has or has not viewed/clicked a CTA on your website.
- GoToWebinar webinar status: if a contact has/has not registered for or attended a webinar (if you are integrated with GoToWebinar -- check out this article to learn how).
- SurveyMonkey response: if a contact has filled out a SurveyMonkey survey (if you are integrated with SurveyMonkey -- check out this article to learn how)
Within any list you create, there are actions you can take on that list, such as:
- Export list
- Import contacts
- Test contact against criteria
- Delete list
- Resync list with Salesforce (if integrated with Salesforce)
- Limit Salesforce sync to this list (if integrated with Salesforce)
Each list you create will also show you how your list has changed over time. For example, list analytics will show you list growth (how many contacts have joined or left your list over time), how engaged your contacts are with the rest of your marketing, and where your segment is in your marketing funnel. Marketing databases decay at a rate of 23% per year, and this will make it easier to diagnose why your key segments might be decaying and what you can do to improve their engagement.