Learn how to convert an active list to a static list once an active list no longer meets your campaign needs.
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.
- 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.
Lists
BETA