This depends on how your marketing is structured in general. If, for example, you are maintaining a list of all contacts who consented into receiving a certain type of email communication ( = subscription type in HubSpot), you could build one active list off that and use it again and again.
Simply create an active list, filter for Email subscriptions and select the appropriate one. Alternatively, you could also create an active list for Form submissions: all contacts who have ever submitted a form.
These types of lists would be updating as you go, based on the contacts who checked the consent box in your form or submitted a specific form. This would be an approach of always emailing all available contacts. It makes sense when it's an actual sign-up for a newsletter (all people who subscribe should receive emails) or another type of recurring communication.
If, however, you're sending emails for specific segments of your contact database (customers who want to receive marketing communication, leads who signaled an interest in events, one-off promotions etc.), then you might want to work with custom lists for these types of email sends.
Usually, for me it's a mix of the two. The key is to have a clearly named list for regular use (such as newsletter subscribers) and finding a good naming convention for the custom one-off lists.
Let me know if that answers your question!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
This depends on how your marketing is structured in general. If, for example, you are maintaining a list of all contacts who consented into receiving a certain type of email communication ( = subscription type in HubSpot), you could build one active list off that and use it again and again.
Simply create an active list, filter for Email subscriptions and select the appropriate one. Alternatively, you could also create an active list for Form submissions: all contacts who have ever submitted a form.
These types of lists would be updating as you go, based on the contacts who checked the consent box in your form or submitted a specific form. This would be an approach of always emailing all available contacts. It makes sense when it's an actual sign-up for a newsletter (all people who subscribe should receive emails) or another type of recurring communication.
If, however, you're sending emails for specific segments of your contact database (customers who want to receive marketing communication, leads who signaled an interest in events, one-off promotions etc.), then you might want to work with custom lists for these types of email sends.
Usually, for me it's a mix of the two. The key is to have a clearly named list for regular use (such as newsletter subscribers) and finding a good naming convention for the custom one-off lists.
Let me know if that answers your question!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer