Segmentation in HubSpot

[Avai]

How can I segment contacts and companies in HubSpot?

[Josephine]

Hi Avai!!!

You can segment your contacts and companies in HubSpot with the help of static and active lists. List tool allows creating a list of contacts and companies based on certain traits.

In the active list, the data gets automatically updated, when new data is added in the future based on certain enrollment criteria. In a static list, the data does not get automatically update, when new data is added in the future based on enrollment criteria.

Below are the steps to create a list in HubSpot-

• In your HubSpot account, go to Contacts>Lists.
• In the upper right, click Create List.
• In the left panel, select Contact-based to create a list of contacts, or Company-based to create a list of companies.
• In the right panel, provide a name for the list and select the type of list you want to create (Active list or Static list)
• In the upper right, click Next.
• On the left, select the criteria for the contacts or companies you want to segment. You can select up to 250 filters per list.
• Once, you have set your criteria, click Apply Filter.
• Click Save.

List processing time may be longer. You can edit your list after list processing has finished.

Hope it Helps.

Good Luck

[Author]

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