Types of Lists

Transcript

Hi, my name is Ainhoa, Inbound Marketing Specialist at Insynth Marketing.

In this video, I am going to introduce give you some basic information about a HubSpot feature that will help you have full control over your database: lists.

Keeping lists up to date is reported to be one of the activities in which businesses spend more of their time. Automating those processes can improve the performance of a team and ease the burden of admin tasks in their schedules.

If you are not familiar with how to create a list on HubSpot, do not worry. I will share a quick clip now showing you how to create a list on your portal in less than 2 minutes.

After the video, I will explain the different types of lists available and why you should use one type over the other.
How to Create a List

Now, depending on the results you are aiming for, choosing one type of list over another can make a big difference.

If you have used Excel Spreadsheet to kept tabs on your data, they could be considered as static lists.

This kind of list does not update when new contacts that would meet the criteria join your CRM and can become quickly out of date if you do not keep an eye on them.

But watch out: once created, you cannot make any changes to the list, so make sure you set it up correctly before you press “save”.

A static list can be useful as for seeing the growth of your building product brand or to email a list of contacts that never changes, like the people that joined a past event or downloaded content that was only temporarily available.

Active lists are one of HubSpot’s most useful features and can be implemented together with other tools to create a smooth and completely automated segmentation process.

Active lists update their members automatically based on one or more specific criteria. As such, new contacts will be added to the list as soon as they meet the criteria that we have set and, in the same way, they will be removed from the lists when that requirement is no longer met.

A particularly common use of active lists is for creating a newsletter, but it can be used to group contacts based on any property such as lifecycle stages or their lead scoring.

I hope this brief explanation was useful. If the different uses of lists have caught your attention and you would want to know a little bit more about how HubSpot can help you segment your database, give us a shout.

I am just an email away!