Let’s look at its benefits to see why segmentation becomes the driving force behind successful campaigns and how it can completely transform the dynamics of interactions:
Allows you to achieve precise personalization : Allows you to tailor messages to each segment, addressing their concerns in a specific way.
Increased relevance : By thoroughly understanding your contacts’ characteristics and behaviors, you can deliver content and offers that resonate with their interests.
Purchase cycle optimization
Facilitates the identification of key points in the customer purchase cycle, accelerating the decision-making process.
Maximizing resources : By specifically targeting customer segments with the greatest potential, you optimize your resources, avoiding unnecessary efforts.
We must find those key points that allow us to better identify the clients we are interested in segmenting, for example the geographic location or the size of the company.
How to Create Lists in HubSpot: Step by Step
By creating lists in HubSpot we can achieve effective and precise segmentation in an intuitive and easy way.
Below, we will guide you step by step through the process of how to engineer database create lists in HubSpot , highlighting key filtering options and segmentation criteria.
Step 1: Navigate to the “Lists” section
Once we have logged into our HubSpot account, we will navigate through the main menu to “Contacts” and there we will select “Lists” to access the area for creating and managing these.
Step 1 Creating Lists in HubSpot
Step 2: Create a new List
Once we are inside “Lists”, we will click on the businesses may prefer that feral orange button that will appear on the right side “Create list”.
Once we are inside, HubSpot will give us the option to create it from 3 objects: contacts, companies and deals.
Important : Here we will have to choose between 2 types of lists:
Active : Records will move in or out of the list as their properties change.
We will use these for those actions that require a temporary update, for example, to know which contacts have one engagement or another based on the established lead scoring .
Static : A static list represents a single moment in time, so in this fans data case we will use them when we want to know how many contacts meet those characteristics at a specific time, for example, to know how many have registered in the month of May in a form.