Introduction

Creating smart lists, also known as active lists, in HubSpot allows you to dynamically segment contacts, companies, or deals based on real-time data. This helps you stay updated on relevant contact lists without needing to manually sort through data. This guide walks you through how to create a smart list in HubSpot.

Why Creating a Smart List in HubSpot Is Important

• Dynamic Segmentation: Smart lists automatically update as contacts meet or no longer meet the defined criteria, keeping your lists current.

• Improved Targeting: By refining your contact lists using smart lists, you can better target your marketing campaigns to relevant audiences.

• Better Organization: Smart lists make it easy to keep your contacts organized by specific criteria, whether it's based on engagement, demographics, or other factors.

• Real-Time Data: Since smart lists update in real-time, you can always be sure that your contact segmentation is accurate and timely.

How to Create a Smart List in HubSpot

Step-by-Step Guide

1. Go to CRM > Lists: In HubSpot, navigate to the CRM section and click on Lists.

2. Create List: Click on Create list to start creating your smart list.

3. Choose Active List: Select Active list (dynamic list) and give your list a descriptive name.

4. Add Filter: Click on Add filter to define the criteria for your smart list, such as specific behaviors, engagement, or demographics.

5. Use AND/OR for Multiple Filters: Refine your list by adding more filters and using the AND/OR logic to include or exclude contacts based on multiple criteria.

6. Review and Save: Once you've set all your filters, review your selections and click Save list to create your smart list.

Best Practices for Creating Smart Lists

• Keep Criteria Specific: Be as specific as possible when setting criteria to ensure your list captures the most relevant contacts.

• Combine Filters: Use the AND/OR logic to narrow down or broaden your audience to the right segment for your campaign.

• Use Behavioral Data: Take advantage of HubSpot's behavioral filters, such as email opens, clicks, or page views, to create highly targeted lists.

• Review Lists Regularly: Periodically review your smart lists to ensure the criteria still match your marketing goals and campaigns.

Summary

Smart lists in HubSpot are a powerful way to create dynamic segments based on real-time data. By setting up smart lists with specific filters and rules, you can keep your contact lists relevant and up-to-date, allowing for better targeting and campaign effectiveness.

Superjoin: Data Connector for Google Sheets

While smart lists in HubSpot offer great segmentation capabilities, Superjoin can further enhance your data management process. Superjoin syncs your HubSpot data with Google Sheets, making it easier to organize, analyze, and update your contact lists. With its 2-way sync, you can efficiently manage contact details and segments across both platforms. Try Superjoin today!