The lists tool in HubSpot allows you to create a list of contacts based on their property values. Other HubSpot tools rely on lists to make changes to a specific group of contacts. Some uses of lists in HubSpot include:
You can also create a list to understand better the number of contacts that fit a certain criteria.
Please note: the maximum number of lists you can create depends on your subscription. Check out the HubSpot's Product & Services Catalog for the number of lists you can create based on your HubSpot subscription.
Types of lists
There are two types of lists in your HubSpot account: active lists and static lists.
Active lists
- Active lists automatically update their members based on its criteria.
- Contacts will join the list when they meet the criteria and leave the list when they no longer meet the criteria.
Examples of when active lists should be used include:
- sending unique marketing emails based on each contact's behavior and properties. If you send out a regular newsletter, an active list automatically manages the continually changing list of subscribers.
- placing outbound calls to contacts based on contact behavior and property values.
- grouping your contacts by lifecycle stage and to identify behavior and properties for contacts in each stage using up to date data.
- segmenting contacts based on properties that change frequently over time, such as HubSpot score.
Static lists
- Static lists are snapshots of the contacts who meet a set criteria at the point when the list is saved.
- Static lists do not update automatically.
- New contacts who meet the criteria will not be added to the list.
- Contacts can be manually added and removed from static lists.
Examples of when static lists should be used include:
- manually add contacts to a workflow.
- send one-time email blasts, email campaigns that you don't run often, and for a list of contacts that doesn't change (e.g., event attendees, staff lists for an internal newsletter, or lists from a trade show).
- manually group contacts that may not have a shared list criteria.
- segment contacts to bulk delete contacts from your account.
Set up a new list
- In your HubSpot account, navigate to Contacts > Lists.
- In the upper right, click Create list.
- In the top left, click the pencil icon edit and enter a name for the list.
- In the upper left, click the dropdown menu and select whether the list you're creating should be an Active list or a Static list.
- In the left panel, set the criteria for the contacts you want to work with. Learn the list criteria available to you and how they work.
- Once you've set your criteria, click Apply filter. Contacts that fit this criteria will populate in the table. This is a preview of the estimated number of contacts that will be added to your list.
- In the upper right, click Save. Your list may take some time to process.
Once the list has finished processing, you can continue editing your list.
Access and edit a list
- In your HubSpot account, navigate to Contacts > Lists.
- Click the list you want to access or edit.
- To search for a specific contact in your list, use the search bar in the upper right.
- In the upper right, click the Actions dropdown menu to perform more actions with your list:
- In the table, you can sort the contacts based on their property values by clicking the headers.