Description
By using the lists tool in HubSpot, you can create a list of contacts or companies based on property values, online attendance, demographic data, intention attributions, user profiles, and more. From social activities to historical data and opportunities for closing deals, this course provides step-by-step instructions for creating and editing the best and most practical lists from your database.
We'll walk you through setting up your active lists criteria and how to add records to existing lists, as well as activate the next steps on your customer journey that rely on them.
- Emailing a list of contacts with marketing messages
- Making a list of bounced contacts and low-intention leads (cold leads)
- Adding a list to various workflows
- Incorporate List membership filters into other lists and custom reports
- List-based audience creation
- Surveying static lists of customers for customer satisfaction
Record entries are automatically added to and removed from active lists based on criteria, so records that meet the criteria will join the list, and records that do not will leave the list. A list of active contacts is highly useful when you want to, activate real-time marketing or sales campaigns, from email reach out to ads automation. For example, new subscribers or leads can be contacted over time with email campaigns tailored to a specific segment.
Course Lessons -
- Create ads interactions contacts lists
- Popular Active lists folders for marketing and sales
- Marketing Emails: Contacts who Opened any Marketing Email
- Marketing Emails: Contacts who Clicked any Marketing Email
- Marketing Emails: Contacts who Received by never Opened any Marketing Email
- Create Unqualified Contacts List
- Ready for Downgrade (Non-Marketing Contacts): Never Engaged with our Marketing Emails
- Ready for Upgrade (Marketing Contacts): Never Received any Marketing Emails (next month)
More from the HubSpot course series -
- Marketing Automation Course
- Sales Automation Course
- Smart Active List Course
- Data Enrichment Workflows
- Custom Properties
- Best Practices
- Lead Scoring
- Special Reports
- Landing Pages
- Social Media