![]() ![]() In the right panel, enter a name for the list and select if you want an Active list or a Static list.In the left panel, select Contact-based to create a list of contacts, or Company-based to create a list of companies.In your HubSpot account, navigate to Contacts > Lists.Users with Write permissions for lists can create lists. segmenting to bulk delete records from your account.manually grouping records that may not have a shared list criteria.sending one-time email blasts, email campaigns that you don't run often, and for a list of contacts that doesn't change (e.g., event attendees, staff lists for an internal newsletter, or lists from a trade show).Įxamples of when static lists should be used include: Records can be manually added and removed from static lists. Static lists do not update automatically, so n ew records who meet the criteria will not be added to the list. Static lists include records who meet a set criteria at the point when the list is saved. segmenting records based on properties that change frequently over time, such as HubSpot score.grouping your contacts by lifecycle stage to continually identify behavior and properties for contacts in each stage.placing outbound calls to contacts based on behavior and property values.If you send out a regular newsletter, an active list automatically manages the continually changing list of subscribers. sending unique marketing emails based on each contact's behavior and properties.Records will join the list when they meet the criteria and leave the list when they no longer meet the criteria.Įxamples of when active lists should be used include: Active listsĪctive lists automatically update their members based on its criteria. There are two types of lists in your HubSpot account: active lists and static lists. Learn more about subscription options and limitations in the Product & Services catalog. Please note: the maximum number of lists you can create depends on your subscription. However, you can still create a list to analyze the contacts or companies that fit a certain criteria. The above uses are currently not available for company lists. Sending customer satisfaction surveys to contacts with a static list.Using List membership filters in other lists and custom reports.Sending a marketing email to a list of contacts.Other HubSpot tools rely on lists to make changes to a specific group of contacts. To set up your list criteria and add records to existing lists, learn how to determine criteria or manually add records to static lists. This article includes instructions for creating and editing lists from the lists tool. The lists tool in HubSpot allows you to create a list of contacts or companies based on property values and other characteristics, including activities.
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