How do you do create and mantain lists

Marketing & Content Hub Tips, Tricks & Best Practices
1

I am wondering how email marketers create and maintain lists? Do you create a master list and then take lists from them by filtering the criteria for each email campaign or do you start segmenting when the prospects come in your CRM?

i am debating with myself on this idea but I prefer the 1st choice.

What’s the best practice here? Thanks,

2

Hi @tabithatao,

Apologies if I’m telling you what you already know, but there are two types of list in HubSpot: Active and Static.

Static lists are just that: manually-curated lists of contacts. Active Lists are what you (in all likelihood) are looking for here. Simply choose your list criteria based on any property within your CRM and changing that property for any Contact will automatically move them into the list.

For example: if you wanted to send a campaign to all contacts whose lifecycle stage is “MQL” and Source is a specific form/campaign, simply set these two criteria for your active list and you’re all set.