Lists > dynamic reporting on contacts / companies / deals

HubSpot Ideas
1

We’re looking at leveling up our database nurture strategy, so exploring how we can best segment our lists for drip campaigns and workflows. It’d be awesome to have access to broader insights, or a “profile” of contacts, companies, or deals in a given active or static list.

Example: I have an active list of contacts who have inbounded/requested a demo in the last 90 days.

Sample insights that can be gathered:

  • X% of companies are mid-market (under 200 employees)
  • X% of contacts are based internationally
  • X industry is trending
  • X contacts came from a webinar campaign or lead score
  • Currently have X deals with existing companies
2

@maryum Hey there - I came across your post - I work in MOps at HubSpot and how to segment our lists for campaigns is something we are thinking about all the time. Jon Dick (VP Marketing / MOps) is doing an AMA in the community next week - he definitely will have advice on segmentation for you. Please, ask him here - I’ll make sure he sees it! https://community.hubspot.com/t5/OpsLife/Open-Now-Exclusive-Conversation-with-Jon-Dick-VP-Marketing/m-p/355987