Welcome to our guide on using lists for contact segmentation in HubSpot. Segmentation helps deliver targeted and relevant content. In this guide, we'll walk you through the process of creating lists to effectively organize and engage with your contacts.
Access the Contacts List Screen
Log in to your HubSpot account.
Navigate to "Contacts" and then click on "Lists."
Create a New List
Click the "Create list" button.
Choose "Active list" at the top (it should be selected by default).
Name your list (e.g., "Test").
Add Filters to Your List
Select a filter type (e.g., "Contact properties").
Choose a specific property (e.g., "Original source").
Set the desired criteria (e.g., "Organic search").
Click "Save list"
Congratulations! You've successfully learned how to use lists for contact segmentation in HubSpot. By segmenting your contacts, you can send personalized messages, improve marketing efforts, and enhance customer relationships. Continuously update and refine your lists to keep them relevant and ensure optimal engagement. Happy segmenting!