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Lists, Lead Scoring & Workflows

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Msyvrais on September 26, 2022
issues with scrolling with lengthy filters?
Does anyone else experience frustrations when adding long list of filters when building a list? I am in the middle of a major project and as I structure my list filters (over 20) the progress bar in the filter column jumps all over when cloning read more
Reply Lists
0 upvote
2 Replies
Msyvrais
Key Advisor
September 26, 2022 06:57
Yes, I have only had the issue since the new filter features were made available, it seems the longer the list gets the progress bar expands but only ...read more
Solved
aignatov on September 22, 2022
Uploading excel companies to a list using web domain, existing contacts
Hi, I have an excel document from a third party data provider with company names and their respective web domains. These companies already exists in hubspot. However, I'd like to be able to upload the excel, and have HubSpot match the web domain read more
Reply Lists
0 upvote
1 Reply
Accepted Solution
karstenkoehler
Hall of Famer | Partner
September 22, 2022 21:26
Hi @aignatov , Yes, this can be done. Let's assume for a moment that you already imported the companies. Your first step would be to cre...read more
Solved
MMDC on September 16, 2022
List filter: Minimum page views/sessions within a span of time
I'd like to set up a workflow that identifies contacts who: Visit a particular page at least 3 times and Within a two-week period. Is that possible? The straight-forward filter, "page view," only allows number of views or by date -- not bot read more
Reply Lists Workaround
1 upvote
2 Replies
Accepted Solution
SNigam
Guide
September 17, 2022 13:34
Hello @MMDC , I had tried these filters on my side as mentioned in your example I hope these filters works for you also. So firs...read more
Solved
NKolenberg on August 23, 2022
Filter based on whether contact has opened an email from a specific HS user
Hi! I know it is currently possible to create a list segment based on whether a contact has opened any sales email. However, I'm looking for a way to create a segment based on whether a contact has opened an email from a specific salesperson. Is thi read more
Reply Enterprise Lists
0 upvote
1 Reply
Accepted Solution
karstenkoehler
Hall of Famer | Partner
August 23, 2022 05:49
Hi @NKolenberg , As far as I know, there isn't any default feature for this. However, most of the times the contact record will be owned by th...read more
Solved
SPark32 on August 16, 2022
Active List Contact Name: Neither First Name Nor Last Name
Hi HubSpot users, I made a form including 'Name' property, neither 'First Name' nor 'Last Name'. All properties in the form are mandatory fields to submit. I also made an active list using the form. However, when I clicked my list, NAME fiel read more
Reply Lists
0 upvote
5 Replies
Accepted Solution
karstenkoehler
Hall of Famer | Partner
August 16, 2022 01:47
Hi @SPark32 , The Name column in lists automatically concatenates first and last name from the default first and last name properties. If yo...read more
Solved
BSheehy on July 25, 2022
Active Lists - set as Marketing Contacts
I have an Active List i.e. any Contact meeting the criteria I specify is automtically added to it. I use this active list to send out a Newsletter email every month. How do I make all users on the Active List all Marketing Contacts? Any future Co read more
Reply Lists Marketing Email
0 upvote
1 Reply
Accepted Solution
karstenkoehler
Hall of Famer | Partner
July 25, 2022 06:44
Hi @BSheehy , This requires a Professional subscription and a contact-based workflow. A workflow could enroll all contacts from the list and u...read more
Solved
BEmery on July 22, 2022
How do import a list an assign all as Prospect in lead status?
Hello - New to HubSpot, but trying to import or bulk assign an imported list to Lead Status: prospect - how is it done? So far, see Deal IDs referred to, but is a Lead Status a Deal ID? What is the exact deal ID for Prospect, just the text 'Prospe read more
Reply Deals Lists
0 upvote
3 Replies
Accepted Solution
karstenkoehler
Hall of Famer | Partner
July 22, 2022 05:08
Hi @BEmery , Lead status is certainly an option for bulk editing on the contact record: However, if you imported deals, you ...read more
Solved
dwc1993 on July 15, 2022
Using Company List membership as Contact Filter for List Building
I need the ability to create CONTACT lists based off of Company list membership. USE CASE: We have a list of comapnies in a particular buying group (we don't want to create new properties for every buying group membership, so we went with LISTS read more
Reply Lists
0 upvote
1 Reply
Accepted Solution
karstenkoehler
Hall of Famer | Partner
July 17, 2022 01:42
Hi @dwc1993 , This has been requested by other users before: List of contacts from list of companies I'd recommend upvoting and commen...read more
Lovro on July 08, 2022
Making a list of users that interacted with a campaign
Hi everyone, I imported a HubSpot audience into LinkedIn and created couple of website visits campaigns. I would like to 'save' all users who interacted with each campaign in a HubSpot list so I could retarget them later on with emails. Cam read more
Reply Ads Campaigns Lists
0 upvote
1 Reply
kvonloesecke
Community Manager
July 11, 2022 15:31
Hi @Lovro , Thanks for reaching out! I wanted to share this help article that explains how to create a list of contacts who interacted...read more
Solved
AGrande on June 27, 2022
Time series report of list subscribers
Hi, I would like to generate a report/graph that shows the number of subscribers over time. Is this possible?
Reply Lists Reports
0 upvote
1 Reply
Accepted Solution
karstenkoehler
Hall of Famer | Partner
June 27, 2022 01:17
Hi @AGrande , If your subscribers are in a list, then you can use the list performance tool for this: https://knowledge.hubspot.com/lists/ana...read more
lauragalber on April 27, 2022
The groups of a memberlist
Now, the different groups in a list are shown more clearly, but one more step is needed to speed up our tasks: We usually clone groups to take advantage of the added properties or filters but... Sometimes we suddenly forget some more and we mu read more
Reply Contacts Lists
0 upvote
3 Replies
lauragalber
Participant
May 02, 2022 03:33
Here, you can watch the idea 👉 https://community.hubspot.com/t5/HubSpot-Ideas/The-groups-of-a-memberlist/idi-p/622978#M110793
Solved
csymphony on April 01, 2022
Filter Company list based on "no associated contacts" filter
I'd like to create a list of companies with no decision-makers as indicated by contact property "Job Level," but it doesn't appear to be possible. Hubspot will only let me create company lists based on At least one associated Contact has Jo read more
Reply Enterprise Lists
0 upvote
1 Reply
Accepted Solution
karstenkoehler
Hall of Famer | Partner
April 01, 2022 14:27
Hi @csymphony , If I understand you correctly, you could create a second list. In this second list, you would exclude companies which are in y...read more
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