Within HubSpot, there are multiple ways to segment your records. Learn the differences between saved views, active lists, and static lists.
Saved views can be used with all of HubSpot's standard objects (contacts, companies, deals, tickets, and custom objects), as well as some HubSpot-defined objects (calls, marketing events, and target accounts). With saved views, you can quickly view a segment of your database from each object's index page based on that object's property values. Learn how to create a saved view.
Lists can only be used for contacts and companies. In addition to their own property values, lists allow you to segment your records with other criteria, such another object's property values, page views, form submissions, and email interactions.
There are two types of lists:
- Active lists: these lists automatically update, so records will join the list whenever they meet the criteria and leave the list when they no longer meet the criteria. For example, you can use an active list when you want to send multiple email campaigns to a particular subset of subscribed contacts, and you want the list to update with new contacts who meet the criteria over time.
- Static lists: these lists do not update as new records meet or existing records no longer meet the criteria. They are a snapshot of records that meet a certain set of requirements when the list was created and saved. A static list can be helpful to gain an understanding of contacts or companies who met a certain criteria on a particular date, for example, contacts collected from a trade show or a webinar. Records can also be manually added and removed from static lists.
Lists can be used in other HubSpot tools, such as marketing emails, workflows, custom reports, ads audiences, and customer satisfaction surveys. Learn how to create a list.