Track custom properties

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I have added a custom property to be able to connect merchants/customers to a specific partner. Since we work a lot with channel sales.

How do I pull out a list of a specific property to be able to track what merchant that's connected to which partner? 

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Regular Advisor | Partner

Hi @BP20,

 

This resource is probably a good starting point for you: https://knowledge.hubspot.com/lists/create-active-or-static-lists

 

I assume that you've created your custom property on a contact level. If that's the case, create a list, click "Contact properties", find the property that you've created, specify the value, hit "Apply filter" and don't forget to name and save the list.

 

merchant.png

 

The list will now populate with all the contacts who have the value you've specified in the selected property.

 

(If you've create the property on a company level, you would find them under "Company properties" etc.)

 

You can repeat this process and create lists for other values of your custom property.

 

Hope this helps!

Karsten Köhler
Freelance Digital Marketing Advisor

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Regular Advisor | Partner

Hi @BP20,

 

This resource is probably a good starting point for you: https://knowledge.hubspot.com/lists/create-active-or-static-lists

 

I assume that you've created your custom property on a contact level. If that's the case, create a list, click "Contact properties", find the property that you've created, specify the value, hit "Apply filter" and don't forget to name and save the list.

 

merchant.png

 

The list will now populate with all the contacts who have the value you've specified in the selected property.

 

(If you've create the property on a company level, you would find them under "Company properties" etc.)

 

You can repeat this process and create lists for other values of your custom property.

 

Hope this helps!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


Hat mein Beitrag deine Frage beantwortet? Bitte hilf der Community und markiere ihn als Lösung.

View solution in original post

New Contributor

Awesome Karsten, that solved it 🙂 Thanks a lot!