Once an active list no longer meets your campaign needs, you can convert an active list to a static list. Once an active list becomes static, new records will not be added to the list. You can select to convert the list on a certain day or based on the list's activity.
To convert an active list to a static list:
- In your HubSpot account, navigate to CRM > Lists.
- Click an active list.
- Click the Settings tab, then navigate to Auto-convert to static in the left sidebar.
- In the Automatically convert to static section, click the dropdown menu and select when the list should be converted:
- Never: the list will never be converted to a static list.
- On a specific day: in the date picker, select a specific date that the list will be converted
- After inactivity: click the dropdown menus and select what period of inactivity the list should have before it's converted to a static list. Activity is based on the last record added or removed from the list.
- Click Save.
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Learn more about creating and editing lists.
Lists