Lesson 12: Lists

Creating and utilising lists effectively in HubSpot

HubSpot lists serve as fundamental components for organising contacts and driving targeted campaigns. 

Types of Lists:

1. Active Lists:

Active lists are dynamically updated based on specified criteria. They continuously update to include contacts that meet the defined conditions. For example, an active list for form submissions automatically includes contacts who have submitted a particular form.

2. Static Lists:

Static lists are set at the time of creation and do not update automatically. Contacts must be manually added or removed from static lists. These lists are useful for manual segmentation and suppression purposes, such as creating suppression lists for excluding contacts from specific email campaigns.

Creating Active Lists:

1. Navigate to Contacts > Lists and choose to create a new list
2. Name the list using a clear and descriptive convention, such as prefixing with a brand name.
3. Add a brief description to indicate the list's purpose
4. Select "Active List" and define the criteria based on your segmentation requirements, such as form submissions or subscription preferences.
5. Save the list to automatically update with contacts that meet the specified criteria.

Creating Static Lists:

1. Follow the same process to create a new list, but choose "Static List" instead.
2. Name the list and optionally add criteria based on your segmentation needs.
3. Since static lists do not update automatically, contacts must be manually added or removed.
4. Use static lists for manual segmentation tasks and as exclusion lists for email campaigns and workflows.

Best Practices:

• Establish a clear naming convention for lists to ensure easy identification and organisation.
• Regularly review and update lists to maintain relevance and accuracy.
• Utilise active lists for dynamic segmentation based on changing criteria, such as recent interactions or behaviors.
• Leverage static lists for static segmentation needs and manual control over contact inclusion or exclusion.

HubSpot lists play a crucial role in segmenting contacts and facilitating targeted marketing campaigns. By understanding the types of lists available and following best practices for list creation and management, you can effectively segment your audience and deliver personalised experiences to enhance engagement and drive results.