Smart Active Lists Course: Your Secret Weapon for Converting Leads to Revenue

What you'll learn

  • Active lists criteria best practices (Marketing or Sales Starter Plans or higher)
  • Lead nurturing, social activities, and database updates
  • Popular active lists for efficient automation processes
  • What is required for segmenting multiple customer journeys simultaneously
session
7
Lessons
clock
29 min
Duration

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)

 

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