Email Marketing Tool

EIMO
Participant

Help me create a list to send emails

SOLVE

So we have a pipeline in our business tab.
That pipeline it has a stage called: "no responde" in wich I have 257 contacts waiting for me to nourish the though out the month.
I made a business list from that, then I made a contact list from that (that doesnt have 257 I dont know why) and I realized those 257 have different interests. So I should filter them per interest and make differents lists. 
At this point Im lost,
Could you help me?

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

Help me create a list to send emails

SOLVE

@EIMO here is how you can mark contacts as marketing: https://knowledge.hubspot.com/records/set-contacts-as-marketing

 

If my previous answer regarding the list creation answered your question, please go ahead and mark that as an accepted solution – I appreciate it.

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

Beratungstermin mit Karsten vereinbaren

 

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9 Replies 9
EIMO
Participant

Help me create a list to send emails

SOLVE

sorry i marked as a solution a wrong comment i dont know how to delete that

0 Upvotes
EIMO
Participant

Help me create a list to send emails

SOLVE

so now i need to convert all the contacts from this list as marketing contacts..

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Help me create a list to send emails

SOLVE

@EIMO here is how you can mark contacts as marketing: https://knowledge.hubspot.com/records/set-contacts-as-marketing

 

If my previous answer regarding the list creation answered your question, please go ahead and mark that as an accepted solution – I appreciate it.

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.

EIMO
Participant

Help me create a list to send emails

SOLVE

pipeline1.png

 


this is my pipeline

0 Upvotes
EIMO
Participant

Help me create a list to send emails

SOLVE

Hi Karsten, thanks for your response. 

So This is what I did
negocio.png

 

Something is off because In the pipeline I only have 259 contacts, and from them I only need the ones who are interests in the "maestria". So they should be less than 381 wich is the list I made. Help!

0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Help me create a list to send emails

SOLVE

@EIMO you might not want to share actual contact and deal information in a public forum, I'd recommend blurring that information. cc @CommunityTeam 

 

The number in a contact-list doesn't necessarily have to match the number of deals. Deals can have 0, 1, or more associated contacts, hence the discrepancy. Also, the same contacts might be associated to multiple deals, theoretically.

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.

BérangèreL
Community Manager
Community Manager

Help me create a list to send emails

SOLVE

Hi @karstenkoehler, thank you so much for the tag and for your help, as always! ❤️

Hi @EIMO, I have edited your screenshots to hide sensitive data.

As Karsten mentioned, the HubSpot Community is a public space.

@EIMO please do not share confidential information (such as email addresses etc.) to keep your data safe.

Thanks a lot and have a beautiful day! 🌞

Best,
Bérangère


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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Help me create a list to send emails

SOLVE

Hi @EIMO,

 

Here's what I recommend you do:

  1. Create a contact-based list
  2. Click to add a filter, then wait for the left sidebar to expand to the right, then change the 'Filtering on' dropdown from 'Contact (current object)' to 'Deal'
  3. Under Deal, continue to add a filter by your pipeline stage 'No responde'
  4. Add an additional filter by interest (here steps depend on whether this is a contact or deal property, however the setup above allows for both)

Give it a try and let me know if you're getting stuck. If you do, please share a screenshot of your list criteria.

 

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.

EIMO
Participant

Help me create a list to send emails

SOLVE

this is the list criteria, sorry it's in spanish: 

EIMO_0-1741697783265.jpeg

 

0 Upvotes