Merging Active List

[HSaunders]

Hi Community 

Does anyone know if it's possible to merge multiple active lists into 1 list? 

I have a number imports which I would like to have in 1 active list and then run a sales sequence. 

Or is their a best practice when importing to add to a current active list? 

Thank you 

Heather  

[karstenkoehler · Accepted solution]

Hi @HSaunders,

If you want to combine multiple lists, the easiest way would be to create a new active list and then use the List membership filter (bottom right in my screenshot) to pull contacts into the list who are either in list 1 or in list 2 or in list 3 etc:

For some it's unintuitive that you need to use the OR operator, not the AND. OR is correct because you want contacts who are either in list 1, or in list 2. (Not contacts who are both in list 1 AND list 2.)

Alternatively, you could filter for imports via Original source but there wouldn't be any guarantee that this just includes your imports (unless you're implementing and following a naming convention). https://knowledge.hubspot.com/contacts/understand-source-properties

Best regards!

[HSaunders]

Hi Karsten 

Thank you so much, this makes complete sense. 

Do you know if when creating a new import you can add that import to a current active list at time of import? Rather than creating a new list and then completing your suggestion. 

Thank you 

Heather 

[karstenkoehler]

Hi @HSaunders,

Happy to help! It's currently not possible to specify further list actions during the import process, no.

Best regards!