Key Takeaways
- Create highly targeted lists based on specific contact, company, deal, or website interaction criteria.
- Gain deeper insights into your audience by segmenting contacts based on their behavior, engagement, and lifecycle stage.
- Improve marketing campaign performance by tailoring messages and targeting specific segments of your audience based on their unique characteristics and preferences.
Imagine if you could pinpoint the exact contacts who are most likely to convert into loyal customers. Or identify the companies that are ripe for upselling. With HubSpot’s powerful list-building capabilities, this dream becomes a reality. In this comprehensive guide, we’ll delve into the art of creating lists in HubSpot, empowering you to enhance report accuracy and target your marketing efforts like a pro.
#1 Contacts Property: Drill Down on Contact-Specific Traits
Harness the power of contacts properties to filter contacts based on their lifecycle stage, original source, and more. Combine multiple criteria using AND/OR statements to create highly targeted lists. For instance, you can identify all contacts who are in the “Marketing Qualified Lead” stage AND have come from “Organic Search.”
#2 Company Property: Focus on Company-Wide Attributes
Filter contacts based on company-specific information such as website URL, industry, and employee count. This allows you to segment your audience based on company size, location, or even their industry vertical. Refine your criteria using the “Refine” button to narrow down your search even further.
#3 Deal Property: Revenue-Based Contact Segmentation
Identify contacts based on revenue-related information such as deal amount and deal stage. This is particularly useful for sales teams looking to prioritize their efforts. Use the “Refine” button to filter by specific deal amounts, closing dates, or even the deal owner.
#4 List Membership: Leverage Existing Lists for Granular Segmentation
Create lists based on contacts’ membership in other lists. This allows you to create nested lists, combining multiple criteria for highly targeted segmentation. For example, you can create a list of “Marketing Qualified Leads” who are also members of the “Email Subscribers” list.
#5 Form Submission: Target Contacts Based on Website Interactions
Filter contacts who have submitted forms on your website. Refine your criteria based on specific forms, landing pages, and submission dates or frequency. This is a powerful way to identify engaged contacts who have expressed interest in your products or services.
#6 Email Actions: Track Engagement and Identify Active Contacts
Filter contacts based on their email engagement, including opens, clicks, and email receives. Refine your criteria by specific emails or link clicks to identify contacts who are highly engaged with your email campaigns.
#7 Page Views (Professional/Enterprise Only): Laser-Focus on Website Behavior
Filter contacts who have visited specific pages on your website. Refine your criteria based on exact or partial URLs, dates, and frequency of visits. This allows you to understand which pages are most popular and identify contacts who are interested in specific products or services.
#8 Events (Enterprise Only): Capture Website Interactions Beyond Page Views
Filter contacts based on specific actions taken on your website, such as clicking on page elements, filling out forms, or watching videos. This provides a deeper understanding of contact behavior and allows you to identify highly engaged individuals.
#9 Workflows (Professional/Enterprise Only): Track Contact Progress and Engagement
Filter contacts who have completed or not completed specific workflows. This is useful for tracking contact progress through your marketing and sales funnels and identifying areas for improvement.
#10 Bonus: Integration Actions
SurveyMonkey: Filter contacts based on survey responses or specific question answers. This allows you to segment your audience based on their feedback and preferences.
Citrix: Filter contacts based on webinar registrations or attendance. This is particularly valuable for businesses that host webinars and want to follow up with attendees.
Conclusion: Empowering Your Marketing with Lists
Mastering lists in HubSpot is not just about creating static segments; it’s about unlocking powerful insights that drive smarter marketing decisions. By leveraging the various list-building options, you can create highly targeted lists that provide a deeper understanding of your contacts, enhance report accuracy, and ultimately improve your marketing ROI.
Frequently Asked Questions:
How do I create a list in HubSpot?
Navigate to the “Lists” tab in your HubSpot account. Click on “Create List” and select the desired list type (e.g., contacts property, company property, etc.).
Can I combine multiple criteria when creating a list?
Yes, you can use AND/OR statements to combine multiple criteria when creating a list. This allows you to create highly targeted segments.
How can I use lists to improve my marketing campaigns?
Lists allow you to target specific segments of your audience with tailored marketing messages. You can use lists to create personalized email campaigns, segment your audience for social media ads, or create custom landing pages.
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