Copy and use manually input values from single-line text properties in filters, workflows, and lists

[jleow]

If you have an important segment of contacts or companies, it’s best to keep track using a list. This is ideal as you can use the list for sending marketing emails, to use as workflow enrollment triggers, creating ad audiences, and more. 

In the event that you’ve used specific values to filter in a HubSpot tool, it isn't possible to just copy and paste these values directly to the lists tool. If you would like to use them again to create a list, but don’t want to manually input these values, here’s how you can extract these values in a format that can be copied and pasted into the corresponding property in the lists tool. This method is specifically for values in single-line text properties.  

In this example, we’ll extract a set of values used in the property ‘Company name’ from a workflow’s enrollment trigger: 

• From your editor, such as the workflow editor, ensure that all the values that you want to extract are visible. 
• Right-click anywhere on screen and click inspect. 

• In the inspect panel, click the inspect icon and hover over the section with the values that you want to extract.
• In the right panel, right click and select Edit as HTML.

• Highlight all, then right-click and click Copy. This should copy all values in HTML to your clipboard. 
• Navigate to the source code editor in any rich text editor in HubSpot. For example, in the blog editor: 
• Click the blog post content. 
• In the top right, click Advanced > Source code. 
• In the Edit source code dialog box, paste the copied HTML code. 

• Remove any sections at the start and end of the code that do not appear to be the values you’d like to extract. 
    

• Identify and repeating code, then highlight and click ctrl+f or command+f. All instances of the repeating code will be highlighted. In this example, the repeating code is ‘<b style=”font-weight:600;”><span>’.
• In the text field below, tap the space bar once. Then, click Replace all. This will remove all instances of the repeating code and replace it with an empty space.
    

• Repeat the above steps for any other instances of code. In the example, the second set of repetition is ‘</span></b>’.
     

• Once all repeating code has been removed, you should have mostly text containing the values you’d like to extract. Click ctrl+f or command+f again, and replace all commas (,) with semicolons (;). 
• There may be an extra ‘or’ text, remove that as well. 
     

• Add a semicolon to the last value in the list.
  

• Your final format should be something like this: Company A; Company B; Company C; Company D;

This text can then be copied and pasted into corresponding filters using the same single-line property in the lists tool.

This method can be used to extract values from the lists tool, from workflows, and from the advanced filters in an object dashboard. Hope this helps!  🙂

[kvlschaefer]

Hey @jleow,

Thank you for sharing this guide with us! 

Hi @danmoyle, @jolle, @Jnix284, @christopher-RVO - I wanted to share this resource on segmenting contacts 🙂 Hope you enjoy it!

Best,

Kristen

[danmoyle]

Awesome! Thanks for the tutorial @jleow and for thinking of me @kvlschaefer! I'll be digging into understanding this today for sure, and sharing with the team! 

[Jnix284]

Thanks for the tag @kvlschaefer and for the helpful guide @jleow 🙌