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      Creating and Editing Contact Lists

      Learn to create and edit Contact Lists and learn the differences between static and active lists.

      A Step-by-Step Guide to Creating and Editing Contact Lists in HubSpot

      Introduction:

      Contact lists in HubSpot are essential for segmenting your contacts, allowing you to target specific groups with tailored marketing and sales efforts. This guide will walk you through the process of creating and editing contact lists.

      1. Finding the Lists Section:

      • Login: Log into HubSpot using your credentials.
      • Navigation: In the left-hand sidebar, navigate to "CRM" and then select "Lists." This will take you to the main lists dashboard.

      2. Creating a New Contact List:

      • "Create List" Button: Click the orange "Create list" button in the top right corner of the dashboard.
      • List Type: Choose the type of list you want to create:
        • Contact-based: For lists based on contact properties and behaviors.
        • Company-based: For lists that are based on company properties.
      • List Type (Active or Static): Choose between an Active list (updates automatically as contacts meet or do not meet the criteria) or a Static list (a snapshot of contacts that meet the criteria at the time of creation).
      • Set Criteria: Use the filter options to define the criteria for your list. You can filter by contact properties, activity, list memberships, and more.
      • Name and Save: Give your list a descriptive name and click "Save."

      3. Editing an Existing Contact List:

      • Finding the List: Locate the list you want to edit on the lists dashboard. You can use the search bar to find it quickly.
      • Opening the List: Click on the name of the list to open it.
      • Editing Criteria: To change the list's criteria, click the "Edit filters" button. Make your adjustments and click "Apply filters."
      • Renaming the List: To rename the list, click the actions dropdown at the top right, and select "Rename".
      • Deleting Contacts from a Static List: For static lists, you can manually remove contacts by selecting them and clicking "Remove from list." Note that this does not delete the contact from Hubspot, only from the list.

      4. Important Notes:

      • List Purpose: Before creating a list, define its purpose. This will help you determine the appropriate criteria.
      • Active vs. Static: Understand the difference between active and static lists and choose the one that best suits your needs.
      • Filter Logic: Pay close attention to the filter logic (AND/OR) to ensure your list includes the correct contacts.

      5. Additional Help:

      6. Growth Opportunities:

      • List Segmentation for Marketing Campaigns: Explore how to use lists to create highly targeted email campaigns and marketing automation workflows.
      • List Analysis: Learn how to analyze list performance to identify trends and improve targeting.
      • Dynamic List Personalization: Investigate how to use list memberships to personalize website content and customer experiences.