Add records to or remove records from a segment

With segments (previously lists) in HubSpot, you can group records and use that segment in other HubSpot tools such as marketing emails, campaigns, or feedback surveys. Depending on the type of segment, you'll add records to the segments in different ways.

The two types of segments are:

• Active segments: automatically add or remove records based on criteria. Records will join the segment only when they meet the criteria and leave the segment only when they no longer meet the criteria. Learn more about active segments.
• Static segments: don't automatically update record membership after creation. A static segment includes records that meet a set criteria at a moment in time or that you've manually added. Learn more about static segments.

When you want to add or remove records from a segment, first identify the type of segment next to the segment's name.

Add or remove records from an active segment

Records automatically enter and leave a segment based on an active segment's criteria, so you must either edit the segment's filters or edit the record you want to add/remove.

To add a record to an active segment, you must do one of the following:

• update the record to meet the active segment's criteria; or
• update the segment criteria to include the record.

To remove a record from an active segment, you must do one of the following:

• update the contact to fail the active segment's criteria; or
• update the segment criteria to exclude the record.

Example

• Segment A is an active segment with only one filter: Deal property | Amount | is greater than $5,000. This filter includes only contacts associated to deals that have an amount more than $5,000.
• You want to use Segment A but you want to exclude Bill, whose email is bill@example.com. Bill is included in the segment because he is associated to a deal that has an amount of $8,000.
• You can remove Bill from the segment by updating his record. Possible actions include:
  • Remove Bill from being associated to the deal.
  • Update the Amount in the deal Bill is associated to be below $5,000. 
• You can also remove Bill from the segment by updating the segment criteria. To the existing active segment criteria, add an AND criteria of Contact property | Email | is not equal to any of "bill@example.com".
• If you want to remove a group of contacts, including Bill, from the segment, consider using the Segment membership criteria and excluding the segment that Bill and the other contacts are in.

Add imported contacts to a segment 

You can add contacts from an import to new or existing static segments or new active segments. If you create a new segment, the segment's filter will automatically include the import, but you can add more filters. For a new static segment, whichever filters you save will remain. For a new active segment, you can edit the filters over time.

1. In your HubSpot account, navigate to CRM > Contacts.
2. In the upper right, click Import.
3. Hover over the import, click More, then select Add imported contacts to segment. 
4. In the dialog box, click the dropdown menu and select an option:
   • New static segment: create a new static segment and add the contacts.
   • Existing static segment: add the contacts to an existing static segment. In the dropdown menu that appears, select the segment.
   • New active segment: create a new active segment and add the contacts.
5. Click Add.
6. You'll be brought to the segment, where the contacts have been automatically added. If it's a new segment, edit the segment's filters and details.

Add or remove records from a static segment

When a static segment is created, there will be no change to its members unless a user adds record to or removes records from the segment.

Please note: removing records from a static segment does not delete them from your HubSpot account. Learn more about deleting records in a segment.

Add or remove records in the static segment

1. In your HubSpot account, navigate to CRM > Segments.
2. Click the name of the segment to edit.
3. To add records, in the top right, click Actions, then select Add [records]. In the dialog box, search for and select checkboxes of the records to add, then click Add [records]. 
4. To remove records, select the checkboxes next to records to remove. At the top of the table, click Remove from segment, then in the dialog box, click Remove to confirm.

Add records to a static segment on an index page

To add records to a segment from an index page:

1. Navigate to your records.
2. Select the checkboxes next to the records you want to add to the static segment. You can use saved views to help with this selection.
   • To add a few individual records, select the checkboxes next to the records you want to edit.
   • To add all records on a page, select the Select all checkbox in the top left of the table.
3. At the top of the table, click Add to static segment. For contacts, click More, then select Add to static segment. 
   
   • To add the records to an existing segment, select the segment from the dropdown menu, then click Add.
   • To create a new segment and add the records, click Create new segment in the dropdown menu. Enter a name for the segment, then click Create segment.

Please note: you can add a maximum of 100 records at a time to a static segment from an index page.

Add a contact to a static segment from a record

To add a contact to a segment from the Segment memberships card on a contact record:

1. In your HubSpot account, navigate to CRM > Contacts.
2. Click the name of the contact you want to add to a static segment.
3. In the right panel, on the Segment memberships card, click Manage.
4. In the upper right, click Add to segment.
5. In the dialog box, click the Search for a static segment dropdown menu and select the static segment to add the contact to.
6. Click Add.

Add records to or remove records from a static segment with a workflow

1. Create a workflow.
2. Set your enrollment triggers to enroll the records you want to add to or remove from the segment (i.e., enroll contacts who have a specific value for a property, enroll companies from a specific import, etc.).
3. Click the + plus icon.
4. To add records to a static segment, select Add to static segment.
5. To remove records from a static segment, select Remove from static segment.
6. Click the Static segment dropdown menu and select the segment to add records to or remove records from.
7. Click Save.

Learn more about workflow actions.