Smart vs. Static: what's the difference?
Smart lists refresh themselves, adding new contacts that match the list's criteria and removing contacts that no longer meet that criteria. Static lists are snapshots in that they do not refresh themselves. Therefore, they do not automatically add and update the list with new contacts that meet the criteria originally outlined when the list was first created. You can manually add and remove contacts to static lists, which you cannot do with smart lists.
Common uses for using static lists
Static lists can help you accomplish tasks with your contacts in HubSpot. Here are some common use cases.
Static lists are used:
- As criteria for creating other static or smart lists
- To manually add contacts to a workflow
- For email marketing: Static lists can be useful for one-time email blasts, email campaigns that you don't run often, and for a list of contacts that doesn't change frequently.
- For manually grouping contacts that may not have a shared list criteria
- A list of contacts that you want to bulk delete from your account
Examples of static lists for email marketing
The following are examples of how you can use static lists for email marketing.
- Event lists: Use lists for events that capture event registrants, attendees, and no-shows. You can use the list to send follow-up information.
- Staff lists: Use lists to send emails, like an internal newsletter, to your staff.
- Trade show lists: Use lists to capture the contact information from people interested in your company at a trade show.
Common uses for smart lists
Smart lists can end up saving you a lot of time. Here are some common uses:
- Segmented lists for email marketing: Create smart lists to send unique marketing emails based on each contact's behavior and properties. If you send out a regular newsletter, you can use a smart list to automatically manage the continually changing list of subscribers.
- Segmented lists for outbound calls: Create smart lists to place outbound calls to contacts based on contact behavior and property values.
- Lifecycle stage contact analysis: Create smart lists to group your contacts by lifecycle stage and to identify behavior and properties for contacts in each stage. These smart lists will help you quickly see how many contacts are in each stage.
- A list of contacts with a certain HubSpot Score: Hubspot score is a tool for automatically qualifying contacts based on the actions that they have taken on your site. You can create a smartlist of those
Let's build a list
Navigate to Lists
From your HubSpot Dashboard, navigate to Contacts > Lists.
Create new listAt the top-right, click on the blue button to create a New list.
Segment contacts by
You'll be taken to a list dashboard that will show you a list of contacts already that will begin filtering as you begin segmenting. On the left-hand side is where you will build your list. First, choose one of the segment contacts by options available:
- Contact Property
- Company Property
- Deal Property
- List Membership
- Form Submission
- Page View (Professional or Enterprise subscription required)
- Event (Enterprise subscription required)
- Workflow status (Professional or Enterprise subscription required)
- GoToWebinar webinar status
- SurveyMonkey response
- AdWords property (HubSpot Ads Add-on required)
- LinkedIn Ad property (HubSpot Ads Add-on required)
In this example, we'll build a list of all Marketing Qualified Leads. So the list will be based around the Lifecycle Stage property. So, in this step, we'll choose Contact Property.
You can see that the criteria chose was Contact Property. From there, Lifecycle stage was selected from the dropdown, then the radio button next to is any of was selected. From there, Marketing Qualified Lead was chosen from the text field. When you're happy with this criteria, click Done.
You can see on the right-hand side, too, that the list has begun previewing contacts who match your criteria.
Name and save your list
Now, click Name list to give your list a name, choose what type of list you want this to be (smart or static), then click Save.
Perform more actions with your list
Within your list, you'll see a link to view More at the top left-hand side. Click this link and view your list options.
From here you can perform the following actions:
- Clone list
- Move list to folder
- Delete list
- Resync list with Salesforce (only with Salesforce integration enabled)
- Limit Salesforce Sync to this list (only with Salesforce integration enabled)
- Create report from list (only if you also have the Reporting Add-on)