Finding Contacts from Multiple List Uploads

FormerMKTOUser
Member

Hi!

 

We have multiple teams working in our instance that focus on different product lines that we sell. 

 

One team has imported many lists (100+) in our database and I would like to exclude the imported records from our other email communications. 

 

Is there any easy way to query all member of these uploaded lists, i.e. "member of list name contains [XXXXX]?" Or does anyone have any other recommendations on how we can query these contacts and segment them out from email messaging for our other product lines?

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Hi @FormerMKTOUser,

 

Contacts will typically* have the value Original source drill-down 1 = IMPORT and Original source drill-down 2 = [import name]. See here: https://knowledge.hubspot.com/properties/view-and-use-the-record-source-property

 

If you use "Latest source drill-down 1 has ever been...", then you can filter for multiple imports.

 

Since this property is meant to track a traffic source, there are some edge cases where it doesn't correctly capture that contact came from a (specific) import.

 

If you want to rule those out, you should start creating custom properties (e.g. "Contact created from import") and add a column in your import file that fills this property with a value so that you can later filter for it.

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Hi @FormerMKTOUser,

 

Contacts will typically* have the value Original source drill-down 1 = IMPORT and Original source drill-down 2 = [import name]. See here: https://knowledge.hubspot.com/properties/view-and-use-the-record-source-property

 

If you use "Latest source drill-down 1 has ever been...", then you can filter for multiple imports.

 

Since this property is meant to track a traffic source, there are some edge cases where it doesn't correctly capture that contact came from a (specific) import.

 

If you want to rule those out, you should start creating custom properties (e.g. "Contact created from import") and add a column in your import file that fills this property with a value so that you can later filter for it.

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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