Adding list of contacts to existing active list.

SSuresh86
Participant

Please enable a way to add contacts to an active existing list or do share if there is a workaround for the same

Thankyou.

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1 Accepted solution
franksteiner79
Solution
Recognized Expert

Hi @SSuresh86 

 
What are your list criteria? And why do you want to manually add contacts?
 
The purpose of an active list is to be automatically populated when a contact meets a certain criteria. I would suggest reviewing your criteria so the contacts you want to add get added automatically.
 
Frank
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Frank Steiner

Marketeer | HubSpot Expert | CRM Consultant

InboundPro

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6 Replies 6
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Hi @SSuresh86,

 

You can find instructions on how to add contacts to an active segment here: https://knowledge.hubspot.com/segments/add-or-remove-contacts-from-a-list

 

In short: You would add an additional filter group, and filter for import or segment membership.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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SSuresh86
Participant

Hi Karsten,

Thanks a lot, this helps.

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franksteiner79
Recognized Expert

Hi @SSuresh86 

 

There are two ways of doing this:

 

  1. You simply adjust or expand the filter criteria for your active list with OR operators. So it could say something like
    1. Form submission = Form A OR
    2. Form submission = Form B OR
    3. Country = Germany
  2. You create 1 active and 1 static list. The active list contains you filter criteria and the additional criteria of "List membership" of the static list. You then manually add contacts to the static list, and these will show up in your active list, which would look something like this:
    1. Form Submission = Form A OR
    2. List membership = is member of static list

The more important question is what do you ultimately want to use that list for?

In my nearly 10 years of working with HubSpot the majority of list people use are active and the criteria are well enough defined so contacts get added manually rather than manual.

 

Frank

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Frank Steiner

Marketeer | HubSpot Expert | CRM Consultant

InboundPro

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SSuresh86
Participant

Hi Frank,

I understand that active list would have contacts set up from a form in a website to be automatically added. But say I want to add additional contacts coming from different sources after reviewing it internally or add a few contacts only to that list manually import them to that perticular list. 

Is there a workaround you know to try that?

Because I can only add contacts or a list to an existing static list.

Thanks!

0 Upvotes
franksteiner79
Solution
Recognized Expert

Hi @SSuresh86 

 
What are your list criteria? And why do you want to manually add contacts?
 
The purpose of an active list is to be automatically populated when a contact meets a certain criteria. I would suggest reviewing your criteria so the contacts you want to add get added automatically.
 
Frank
Found my comment helpful? Great! Please mark it as a solution to help other community users.


Frank Steiner

Marketeer | HubSpot Expert | CRM Consultant

InboundPro

Let's Talk About Your Project
0 Upvotes
SSuresh86
Participant

Hi Frank, 

I understand how active lists work. However, there are many cases where we need to add contacts manually or via an Excel import, especially when working with other tools that don’t have native HubSpot integration. Using API-based automation isn’t ideal, as adding contacts to an active list is not a frequent task.

For example, we often run out-of-home campaigns where people sign up for a competition. After reviewing the submissions, we need to add only those who have opted in to receive communications to a specific active list. Similarly, with event management tools without HubSpot integration, we need to manually add ticket holders who have said yes to comms.

This is why being able to add contacts directly to an active list, even occasionally, would be very useful.

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