What strategies do you use for creating Lists in HubSpot?SOLVE
Oct 21, 2016 5:59 AM - last edited on Aug 24, 2017 11:24 AM by roisinkirby
I'm working on a "list strategy" for Hubspot, and wondering if there are some best practises out there for what list are needed, and more inportant how to name them and how to use and name the folders best possible?
Do you know if there are som "best practise" examples about what list are good to have? Also naming strategy to both folders and seperat list could be great.
Could be really great to hear about how you do it also 🙂
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Nov 21, 2016 3:38 PM
Starting out, think of the groups you seem to filter to or segment to most often - particular product groups or some other identifying factor. Those are typically the lists we create.
Name wise - be concise but specific. Know what that list is without having to open it and review what the filtering is.
Folder wise - this is up to you. If we see a trend of lists that have similar properties, those go into a folder. For example, we have an "Accounts to look into" folder which holds lists like "No Activity for 60 Days", "Bounce Contacts", "Needs Assigned", etc. Whomever is doing contact clean up just needs to go to this folder to see what work needs to be done.
Nov 23, 2016 9:05 AM
Hey! I put together a couple of images on imgur to help answer your question about how to store your lists in HS 🙂
As for best practice lists, much been written on the subject. I'd commit to a little heads down google and read time to figure out what'll work best for your particular situation.