How do I filter my contacts

CRM & Sales CRM
1

Hi there

I am a gym and I am trying to create a filter for my contacts to track members vs non members. I can’t seem to work out how to add this custom filter, can you please help!

Thanks

Anne

2

Hi Anne,

If you don’t already do so, you should start using Lifecycle Stages. These can be used to differentiate e.g. “Customers” and “Opportunities”… however, you can customise these if you want to see “Members” and “Non-Members” instead.

Once you have your Lifecycle Stages (or custom properties) set up, you’ll need to make sure your contacts all have the correct value set for this property. If this data isn’t already set in HubSpot, but does appear e.g. in an external Excel spreadsheet, you can import external data into HubSpot .

Now you have Lifecycle Stages and contact data, you can filter using Lists. You will want to create two Active Lists.

  • Choose filter type = “Contact Properties” then search either for the property “Lifecycle Stage” or your custom property.
  • From the “Is any of” option, choose “Customer” (or “Member” from your custom property).
  • Click Apply Filter down at the bottom.
  • Give your filter a name (e.g. “Customers”)
  • Hit the Save button in the top-right

Repeat these steps for Non-Members.
Hope this helps!