Please add the ability to see when contacts joined a list, without having to go into each contact's membership pages or create individual workflows for each list. I’d like to be able to pull all the joined dates from an particular list, rather than go contact by contact.  For example, if I have a List XYZ which consists of 150 contacts, when I export it I’m able to see the following data: Email First Name Last Name Phone Number Job Title Create Date Company Name Recent Conversion Recent Conversion Date   I would love to be able to see the date they joined List XYZ as well.  That way I don’t have to go into all 150 contacts’ membership pages.  Please add a way to do this on a large scale. Thank you ... View more

It's extremely inefficient when we want to view a smart list sorted by a company property because we need to export the list with the company properties and then run a pivot table. Would be great to be able to filter lists by company properties so we can stay in the platform! ... View more

Salespeople need access to Contact Lists.  perhaps not all of them, but this isn't a big deal.    Without granting full HubSpot Marketing priviledges, I woudl like HubSpot Sales users to be able to access listss... add, delete, update and see what lists a user is assigned.    Want to do this without giving tjem access to things like forms, emails, etc.  This shoudl be a simple addition... they just don't have a pull down from Contacts in Marketing. ... View more

It would be really helpful when creating a list to have a universal exclusion rule rather than needing to apply it to every or/and clause that already exists. It's a tedious task and due to the manual nature, makes it easier to create mistakes. ... View more

Hi HubSpot Team! I woud love the ability to filter my Tasks by priority so I can quickly drill down on my super hot leads and call them first followed by my hot leads, warm leads and so on. I currently avoid putting leads into my task list that aren't either super hot or hot even though I do want to follow-up with them because I end up with too many leads and no way to quickly filter down on the most important ones. I was putting all leads into my tasks list originally but was missing my hottest leads because of the lack of tagging/filtering. I'd imagine a 5-point scale and tagging abilities for each Task would do the trick. Also, if you have any ideas for managing this problem within the current framework they would be greatly appreciated.   Thanks! ... View more

When creating score attributes in lead scoring, i can add a score based on url with the following parameters..   Contact has visited exact URL Contact has not visited exact UR Contact has visited URL containing Contact has not visited URL containing Contact has visited URL that matches regular expression Contact has not visited URL that matches regular expression   The containing option is nice. This is handy because we have a scructured site and so we can catch many goals within a single score attribute. Plus we dont have to create new score attribute if we add a new product in the future.   Can something similar be applied to hubspot features. e.g lists, forms and workflows. The reason is i try to have a naming convention for those. So it would be good to add a score for anyone that is in a list/form/workflow with the word 'convered' or 'promo' or 'landing' etc in the title.   As it is, if i would like to score someone... i would have to generate a rule for every single list/workflow/form now and in the future.  ... View more

It would be great for more ad campaign segmentation insights to be able to see persona percentage breakdown in Contact List Performance as well as Source, Country and Lifecycle Stage which are the current 3 options. A fourth option of personas in this chart     ... View more

Current on the tasks list it is possible to filter the list by "all time" or "custom time period".    It would be a nice feature if I could filter it to "today", "this week" or "this month" so I have a quick way of seeing the tasks I need to focus on today/this week without having to adjust the dates manually.   Thanks, Stella ... View more

I am creating a 'Key Contact' field in the company settings. This will be an existing contact within Hubspot that is associated with the relevant company. To ensure accuracy, i wanted to use the '@' followed by their name, to ensure the contact is correct on Hubspot (the other option is to cret e adrop-down from 'Associated contact', but that ould potentially be clunky). You should defilnitely deflop some anchor tag functions in the single field entry. I can see a few different applications for such a function. ... View more

To help filter people out of views who did a thing las tweek for instance, it would be awesome if we could user a "is Not" statement when designing filters.   Example: find people who: - are in a sequence - clicked this week - did not book a meeting with a sales this week (which would count as a click) ... View more

Taking the GoToWebinar integration to the next level, need to find a way to bulk list attendees to events that contain a consistent name, vs having to drill down to a specific event by name and date.    We have two series of webinars that we conduct, each always carries the same naming convention (as far as GTW is concerned). I have a simple yes/no contact property box so that I do not re-invite people who have already attended that particular themed session. Currently the options are either 1) stay on top of each event afterwards and just add the event on top of other events in a list, then have that list tied to a workflow that updates this contact property or 2) occasionally upload the GTW excel list into HS with that contact property to be manually updated in mass.     Feel with all the awesome logic in HS we should be able to create a list that said GoToWebinar webinar status -> Contact has attended a webinar that CONTAINS "Subject Overview" (vs Contact has attended the/a specific webinar). Not any webinar, I know that is possible, but webinars with specific names or characters and utilize the "contains" logic.  ... View more

I'd be interested in having a Trial Import feature so that I can see duplicates and errors before committing the import. I could potentially fix the errors before commiting the import, and I could avoid overwriting desired data on a duplicate. ... View more

Currently there isn't an option to select a rolling date range for lists segmented by contacts that opened a specific email.   The only option currently is to use 'on or after [date]' - this means that the list has to be manually updated if you want to see the opens for just the current day.   Thank you! ... View more

Please add the capability to include the CompanyID when exporting companies from the CRM.  I want to use this to make a link back to the CRM record from another application like Excel. Can this be as simple as a checkbox? ... View more

Looking at List of Contact properties, I wonder if I can have "First Contacted Date." - opposed to Last Contacted ( the last time a call, email, or meeting was logged for a contact.  This is set automatically by HubSpot based on user actions in the contact record.) Any ideas? Thanks!   https://knowledge.hubspot.com/articles/kcs_article/contacts/list-of-hubspot-s-default-contact-properties   ... View more

On a daily basis, we export anywhere from 3-6 lists. Currently, the exported lists are tagged with the date and list name which makes saving, storing and comparing lists difficult. This also requires an additional step of renaming files after download. HubSpot should have a simple "Save As" field for list name in the export window.    Things become very confusing when exporting multiple lists. ... View more

At the moment it is not currently possible to create a list of contacts who have completed sequences. It would be very useful to have this option.   Thanks! ... View more

Currenlty when doing list and workflow segmentation by email I am required to select a specific email and can only choose one. However, in many cases I want to specify ALL emails or groups of emails, especially by campaign. Currently the only way to do do this is to painstakingly clone each filter item and select each email I want to filter by.   For example, it is not possible to filter by contacts who have clicked any link in any email.   Likewise it is not possible to select all emails that are associated with a campaign and group them together, even though they are already grouped together in the campaigns tool. ... View more

Our Sales team would like to be able to filter Contacts by Lead Score, so they can review a set of Contacts from a List, then filter them by score so they can prioritize who to follow up with first. We have a workflow in place that will auto-assign them once the contact achieves a particular score, but they'd like the ability to then further move down the tree to lower scoring contacts if they have free time. ... View more

Surprised this doesn't exist. Why else would we gather email information when sharing documents?   (You are unable to do this with URL tracking because the links change.) ... View more

Would greatly appreciate the ability to export the list of contacts that have completed sequences. ... View more

There is another suggestion with this title, marked "Delivered", but it is limited to using OR within a single property, such as City contains Boston OR Chicago.   It would be extremely helpful to provide OR between properties, such as the example City contains Boston OR State contains Illinois.     The CRM we migrated from (Zoho) provided this flexibility, and it's something we used often and are missing in HS. ... View more

I submitted this question as a help ticket yesterday and was told the capability doesn't currently exist within lists and that I should submit it through this forum, so here goes:   It would be very helpful if we could add how long a contact has been a member of a list as an additional modifier. Specifically, what I'm trying to do is part of an effort to clean up our contact list so we stop carrying people who haven't opened or clicked on an email in a particular amount of time.   I've currently got those contacts set up to enter a 3-email workflow then become part of an "inactive contact" list if they don't indicate they want to stay or go on any of those 3 emails sent over the course of a week -- my reasoning being that any contact who hits the "inactive" list is either an unmonitored email account or completely uninterested in hearing from us anymore.   And continuing to keep those contacts hurts our email open/click rates while also costing us $50 per month for every 1,000.   At the moment contacts are added to the "inactive" list as soon as they receive that third email, and I obviously don't want to delete them until they've had a few days to respond one way or another.   The options I can think of that would address this matter would be filtering the list to create a new list such that either:   (1) Contact is member of "inactive" list + became member of "inactive" list > 3 days ago (2) Contact is member of "inactive" list + entered cleanup workflow > 10 days ago   Those options would be similar to the filters available for "became a customer date is more than X days ago" or "last email open date is more than X days ago" but a little different since they're based on list membership rather than other factors. And by the time a contact filtered through to that point, we'd be fairly certain that we don't need to keep them as a contact anymore.   Would that functionality be possible? Or is there a simpler workaround that I'm overlooking? Thanks. ... View more

I would love the option to archive contact lists. Currently, we can only "clean up" by moving things into folders (we have about 20, and I don't use them because searching is faster).   If it were up to me, I would delete lists we are not using, but I understand the importance of being able to access the lists on old emails if needed. Therefore, I would like the archive option to hide the lists from views (in the Lists tab and when selecting lists for email sends) but leave them accessible and restorable from a second tab under the Lists section.   This would make it much easier for me to find what I need when my coworkers create "new and improved" lists. They can archive the old stuff, and I wouldn't have to sift through 10 lists with almost the same title, wondering which one is correct—or worse, ask. :smileywink:   On top of that, I'm thinking this archive thing could solve the secondary issue I have with deleting lists: workflows that run based on lists, and smart lists built on other lists. ... View more

Within our organization, it would be nice to carete a smart list that indicate which contacts agreed or disagreed on privacy policy banner.  The reason being is that we have branches across the world so if we can share the list, it would be very useful.      ... View more

Hi HubSpot Community,    What if HubSpot created the option for HubSpot users to create password protected pages, but with the capability of adding in a Username Field?    I understand that due to their Terms of Service policy, HubSpot requests that folks do not host any sensitive content on HubSpot, which I completely understand for potential legal matters. Countering that thought as a marketer, wouldn't sending contacts an email, with their own username and password to access "non-public" information - which is actually public information and not highly sensitive - would spark the contact's sense of importance and interest?    Implementing this idea would be simple, by still having HubSpot customers agree to the Terms of Service, clearly notifying users that this new addition doesn't suffice as a impenetrable vault for highly sensitive information. HubSpot users could then create the following contact property fields like "username" and "password", or simply clone the "email" field as the contact's username.     “The attention economy is not growing, which means that we have to grab the attention that someone else has today.” - Brent Leary, Co-founder of CRM Essentials   Let's grab our contacts' attention by making them feel special. ... View more

There should be an option to sort smart lists by when a contact was added to the list.   For example, I have a smart list of people who visited a specific page of our website in the last 7 days. I now ideally want to reach out to them personally and start a conversation.   However, lists dont allow me to sort them by when a contact was last added in. As a result, I have to scan the entire list everyday to see the new contacts added and then reach out to them. I am sure there are many like me who face the same issue.    Kindly consider including this feature urgently in HubSpot.    Thank you.  ... View more

Would be nice if there was the ability when creating a smart list specific to email attributes that the filter criteria for "opened email" and "clicked on links" one could add multiple emails and/or links or use the value "any links" "any emails"   I realize we can clone the blocks but even with this function can be time consuming and the filter list can potentially become quite long unnecessarily.   This "issue" may apply to other setting filters but this is a specific example.   ... View more

It would be really useful to be able to export a list that contains a numbered list of all our different lists in hubspot. So we can export this and take a look at all the list names we have in there. We dont need the contacts - just the list names! :catvery-happy: ... View more

for some reason it's not possible to sort the deals and contacts list by associated company.  This would be very useful to group the deals/contacts from one company together while scrolling through the list.    ...and since only a single company can be associated it shouldn't be hard to sort by it's name. ... View more

Our Sales rep just got back from a conference and has several business cards/leads that we would like to manually add to HubSpot and relate to the event campaign (we had sent emails, blogs, etc. in advance); however, understand there is no way to do so manually. I think it  makes sense to be able to manually add a lead and relate it to an existing campaign.  ... View more

We offer courses, and have smart lists for the registrants. We need to be able to set up an automated email to our corporate office with a view of the list of people who have registered for a specific course, without giving them marketing access to HubSpot.   They would need a weekly email with a view of the list so they can see names and emails. ... View more

Would it work to add ability to search for contact names within a company based on a given job title?  When we buy lists, data is often 5-10 years out of date.  Company names remain the same, and most phone numbers, but contacts change.  Often the best a list seller can offer is the CEO or other executive, who are difficult to reach.  We need the ability to find other contacts based on title, and LinkedIn would provide a mostly up-to-date list of names.   ... View more

Let's say I've already built a few filters into the Contacts view. I want to use those filters to start a smart list - maybe add or edit a few filters, then send to a colleague or save for an email send. But I can't! I have to remember my filters exactly and rebuild them in a new smart list. It'd be nice to have this feature.  ... View more

Currently we are running campaign and send automation email to contact using workflow.  Currently, there are list that contains 30k contacts.  Instead of enroll all the contacts we want to test the workflow by enrolling 500 contacts in the list.  That way we can test kind of AB test for the workflow to find a most effective way to write an automation email and also upon sending emails, which timinng will increase the conversion rate.      ... View more

We need a way to segment a list based on Messages data. E.g. whether a contact has engaged in any messages.   It would probably also make sense to include something like "last Messages date" ... View more

MailChimp has features that allow segments to be created by using the subscribers locations (e.g. target everyone within 10 miles of a specific zip code). They allow this both with data that they collect as well as a location field that we can define (e.g. zip code). ... View more

When on a particular folder under Contacts - Lists. It would be helpful when you elect to import a list that the list is already associated to the folder which you elected to import. Currently it does not and requires the user to go back to the list and add to the folder they originally thought it would be placed. ... View more

The layout of the deal page used to separate the dollar amount and the title of the deal onto different lines. Now the dollar and the title are squeezed together onto the same line. Please make it so they appear on separate lines again. Or at least give us a way to put the title of the deal first, instead of the dollar amount first. With the way it is now it is very difficult to visually sort through the deals, and it's much easier to organize by the deal's name than the dollar amount. I'm not sure why you made the change in the first place.  ... View more

Currently, when using a date field in Workflows or Lists, it is impossible to ignore the year for annually recurring events (such as a birthday or anniversary). This leads to problems when wanting a create a list of contacts with birthdays within the next # days because HubSpot will only look into the next # days of the current year. If we were able to insert a wildcard for the year or only choose month and day, that would solve the issue.   Thank you! ... View more

We want to see who in our database we aren't sending content to, so being able to easily generate a list of contacts who are not currently in any sort of workflow would be nice :). ... View more

There should be a way to segment lists by email so I can target leads that are within a certain distance of a set location.  I can easily geotarget with every other platform.  This one should, too. ... View more

Hi, I'm having problems creating a dynamic list and was wondering if you guys could help me. Here is the criteria that I want to use:   - Create a list containing users that only clicked on one specific type of email (for example: text emails like this one (in my company, we have a code for template and email names creation) >> 20170302-NVL-T-Successfulpurchase-Adesivo_etiqueta_e_rotulo_No_clicked_2plus-v0-Adesivo_bopp.html).   On the example a bove the emails that are written with text (instead of a HTML layout) has "-T-" on both the template (on design manager) and email names, so I was hoping to create a list using the following logic: - All Users who clicked more than X times on an email, whose campaign name contains "-T-". In this way, I was hoping to segment my base for those that are "Content Lovers" because they only open emails with text as its primary content.   From what I have seen, it is impossible to do that, but it would be great if you guys could suggest a way to do so.   Best Regards, Luís Guilherme ... View more

We get quite a bit of SPAM and contacts from China that we do not want in our database.  If there was a way that a workflow using specific criteria to delete a contact, that would be very helpful.  Thanks for your consideration!  ... View more

Right now when you use the "List Membership" filter in the CRM to grab a marketing list, you have to search for the name of your list rather than have a dropdown of your lists to choose from.  ... View more

Current situation:  I have a list that receives multiple emails per month.  Each of these email campaigns are included in their own Hubspot Campaign.  In order for me to track how many times this list is getting hit, and the dates, I have to do this in a spreadsheet.   I think it would be valuable to have a tool within Hubspot to show me all of the campaigns that hit a particular list, and the dates the emails were implemented.  Again, I'm managing this in a spreadsheet and I think it would be easy for Hubspot to incorporate a nice snapshot of these touchpoints with a visual calendar inside Hubspot.   ... View more

Wish I could adjust the size (width) of property fields to maximize what is viewable on screen. ... View more

When I attempt to filter my Contacts by the "contains" filter (Job Title, for example), I need to enter a complete word for any Contacts to be returned.     It would be very helpful in many situations for the "contains" filter to incorporate partial words.  For example, right now I have an "Industry" column for my Contacts that can include both the words "cybersecurity" and "cloud security."  Currently, if I filter "Industry" by "contains 'security'," the "cloud security" Contacts will show up, but the "cybersecurity" Contacts will not.   I would very much like to see this functionality added as soon as possible.  I know that I can use Boulian searches ("security OR cybersecurity," for example), but that requires me to keep detailed records of exactly what I've entered into every Contact's field in a particular column in the past. ... View more

Please give users an option to use regex and perhaps wildcard support in criteria used for lists and workflows.   You have equals and you have contains (along with the negative version of each of those).  But neither of those work for patterns that are more complex or are more than just one term.   For example, imagine I want to set a critieria looking for Vice Presidents of Finance.  There's not good way to use contains for that pattern when looking at a title field. Instead I need a wildcard patterns like "V*P*Finance" OR "V*P*FP&A".   Personally I'd rather write this in RegEx like "V.*P.*F(inance|P&A)"   Non tech-savvy marketers can still use wildcards just fine.  But give me the option for either. I can do a lot more with RexEx that wildcards alone can't do.   Google Analytics has had regex support from the beginning over 10 years ago. I think HubSpot can add RegEx and not overly complicate the product. ... View more