topic Re: List strategy in Tips, Tricks & Best Practices

What strategies do you use for creating Lists in HubSpot?

Christoffer — Thu, 24 Aug 2017 15:24:10 GMT

Hi All,

I'm working on a "list strategy" for Hubspot, and wondering if there are some best practises out there for what list are needed, and more inportant how to name them and how to use and name the folders best possible?

Do you know if there are som "best practise" examples about what list are good to have? Also naming strategy to both folders and seperat list could be great.

Could be really great to hear about how you do it also 🙂

Re: List strategy

Tom — Fri, 21 Oct 2016 14:23:47 GMT

Hi Christoffer,

I hope you're keeping well. There would be no general "best practive" for segmenting your contacts within HubSpot. It really is all down to how you want to use the tools for your business.

There is a great article on our blog that outlines how to begin segmenting your contacts using the HubSpot tools: http://blog.hubspot.com/customers/getting-started-with-segmentation

Hope this helps!

Re: List strategy

Kmiller — Mon, 21 Nov 2016 20:38:22 GMT

Starting out, think of the groups you seem to filter to or segment to most often - particular product groups or some other identifying factor. Those are typically the lists we create.

Name wise - be concise but specific. Know what that list is without having to open it and review what the filtering is.

Folder wise - this is up to you. If we see a trend of lists that have similar properties, those go into a folder. For example, we have an "Accounts to look into" folder which holds lists like "No Activity for 60 Days", "Bounce Contacts", "Needs Assigned", etc. Whomever is doing contact clean up just needs to go to this folder to see what work needs to be done.

Re: List strategy

HubTrog — Wed, 23 Nov 2016 14:05:00 GMT

http://imgur.com/a/VL3Gf

Hey! I put together a couple of images on imgur to help answer your question about how to store your lists in HS 🙂

As for best practice lists, much been written on the subject. I'd commit to a little heads down google and read time to figure out what'll work best for your particular situation.

Re: List strategy

HubTrog — Thu, 01 Dec 2016 15:00:18 GMT

Double posted.

Re: List strategy

roisinkirby — Thu, 24 Nov 2016 13:22:36 GMT

Thanks for the tips guys!

@Christoffer were any of the above helpful to you - this is a great thread that I know many will find useful 🙂

Re: List strategy

Anonymous — Fri, 25 Nov 2016 11:23:59 GMT

Thanks for sharing @HubTrog 🙂

Re: What strategies do you use for creating Lists in HubSpot?

HSenior1122 — Mon, 17 Oct 2022 08:41:30 GMT

The lists tool in HubSpot allows you to create a list of contacts or companies based on property values and other characteristics, including activities. This article includes instructions for creating and editing lists from the lists tool. To set up your list criteria and add records to existing lists, learn how to determine criteria or manually add records to static lists.

Create a list

Users with Write permissions for lists can create lists.

In your HubSpot account, navigate 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, enter a name for the list and select if you want an Active list or a Static list.
In the upper right, click Next.
In the left panel, set the criteria for the contacts or companies you want to segment. Learn the list criteria available to you and how they work. You can select up to 250 filters per list.
Select Add filter.
Scroll or type to search, then select a filter category.
Within the category, scroll or type to search, then select the property or activity to filter by.
Select an option for the property or activity, then set your criteria based on the field type:
Dropdown select or checkbox: click the dropdown menu and select the checkboxes to the left of the values.
Text: click the Add options field and type to enter a text value. If you’re adding multiple options, separate each value with a semicolon .

Numerical: click the Add values field and type to enter a number value. If you’re adding multiple options, separate each value with a semicolon (e.g. 10; 25; 30). This applies to Number, Score, and Calculation properties.
Date picker: click the date calendar field, then in the calendar, select a date.
For associated object filters, by default, the list includes records when any associated records meet the criteria. To filter based on a primary company association or a association label instead, click the Any associated [object] dropdown menu in the left panel, then:

Select Any [object] to filter based on all associated records of that object type (e.g., the list would include a contact when any of their associated companies meet the criteria).
If you're creating a contact-based list, select Primary [object] to filter based on only the primary associated company (e.g., the list would include a contact only if the primary associated company meets the criteria).