Hello!
I am wondering how I can move a contact from one list to another without losing any data that has been assoicated with that contact. I will be using different lists for different marketing innitiatives. If a prospective client ends up signing a contract with us, we will not want to be marketing them the same way as before.
Thanks in advance for the help!
Hi @RNelson12,
Typically, list membership itself shouldn’t be the information. It should be a result of information stored on the contact record.
For example: an active list filters for all of the contacts who meet certain geographic segmentation criteria. By updating the contact record accordingly, a contact will enter the list or not.
The contact leaving the list does not mean the information is gone – you can still find it on the record itself. It’s just that they’re not a member of the list anymore.
I see very often that HubSpot users manually maintain static lists. In this case, the list membership itself is the information – which, in my opinion, is not a good idea because of the exact reasons that you mentioned. A contact leaving the list means that the information is gone.
Active/static list comparison: Create segments
In other words, make sure to use default and custom properties to maintain information on your contact records, about your initiatives for example:
Information about signed contracts should be ideally managed through deals: Create deals
Contacts can also be filtered and segmented based on the information stored on associated deals.
Let me know if that answers your question!