Welcome to HubShots Episode 278: Building a Campaign in HubSpot from Start to Finish (Best Practices) This edition we dive into: How to build a...
Welcome to HubShots Episode 280: HubSpot Lists Best Practices (for Building Marketing Campaigns)
The Ultimate Guide to using HubSpot Lists
This edition we dive into:
- Types of HubSpot Lists
- Categories of list criteria
- List Limits
- Examples of Active Lists
- Active List Power Tips
- Static Lists - why would you use them?
- Reporting on List growth over time
- Using Lists in other Lists
- Using Lists in Contact Views
- Using Lists in Popup Form Targeting
- Using Lists in Email marketing
- Using Lists in Workflows
- Using Lists in Reports
- Using Lists in Dashboards
- Using Lists in Smart Content
- Using Static Lists in Campaigns
- Using Lists for Access eg Customer Portal, KB articles and CMS Pages (Membership)
- Using Lists in Integrations (eg Salesforce, Xero)
- Creating Static Lists when importing data
This episode is the next in our Building a Marketing Campaign in HubSpot Best Practices series:
- Building a Marketing Campaign in HubSpot from Start to Finish (which has hit 9K views on YouTube)
- HubSpot Forms Best Practices (for Marketing Campaigns)
- HubSpot Lists Best Practices (for Marketing Campaigns)
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Recorded: Thursday 26 May 2022 | Published: Friday 03 June 2022
🌱 Shot 1: Growth Thought of the Week
Lists are Building Blocks <= this is the Power of HubSpot Lists
Repeat after me: Lists are your friend
Back in episode 278 we started our current series on building a marketing campaign in HubSpot from start to finish. In that show we discussed at a high level all the key items that comprise a campaign in HubSpot using best practices.
In these subsequent episodes we’ve been diving in detail into each of the key items. Last episode we spent the entire show discussing everything you need to know about using HubSpot forms.
In this episode we’re devoting the entire show to discussing HubSpot lists. And you’ll likely be surprised about how much there is to discuss.
This is because HubSpot lists (predominantly Active lists) are the building blocks of your campaigns. They:
- provide quick insights into results
- are used in workflows, reports and dashboards
- improve the experience in forms
- enable smart content
- provide access in protected content (eg articles, pages and ticket portals)
- plus they are the conduit with integrations into other systems
In short, they are a very powerful and important foundation for using HubSpot. So, getting a clear understanding of how to use them well is a pro path for anyone wanting to improve their HubSpot game.
In short, they are the building blocks of your ability to use HubSpot to its full potential.
✨ Shot 2: Types of Lists
Active versus Static Lists
There’s two main types of lists, which at their simplest are:
- Active: Based on criteria, and they update automatically (ie they are always up to date).
- Static: Based on criteria, but don’t update (ie they are set at the time they were saved). Plus, the main benefit of Static lists is that contacts can be added/removed manually from them
Most of the lists you create in your portal are likely going to be Active lists. That is, you’ll create them with the intention that they are always automatically updated.
For example, an active list might simply be the number of Customers you have.
We’ll go into examples of lists down below, but for now let’s consider the difference between an Active customer list and a Static customer list.
The Active list would be constantly updated to the current list of contacts who are customers, whereas the Static list would only show the list of contacts who were customers at the time the list was saved.
Both are useful in their own way, but you’ll find that Active lists are the main type you use.
As a reference, in our portal approximately 12% of our lists are Static (ie 88% are Active).
Here’s HubSpot’s Knowledge Base article on how to create lists in HubSpot.
Static Lists - Why Would You Use Them?
Although we don’t use them anywhere near as much as Active lists, Static lists are still very handy.
The main reason we use them is for adding contacts to them manually (we rarely use criteria in our Static lists).
For example, we often create manual Suppression lists in HubSpot. These are a list that we manually add contacts to that we want to suppress from receiving emails. It’s easy to simply add a contact to the Static list, and then use that Static list as an exclusion list in emails and workflows.
We also have Static lists for manually adding contacts that we intend to delete in the future. These are handy for bulk adding contacts to a deletion list. The Static list is then used in another list (eg to check that none of the contacts are customers for example - more on this later in the show).
How Many Lists Should I Have?
If you’re the type of person (like me) who likes a clean, minimal life, then what I’m about to say will be a challenge… because you’ll by default want to keep the number of lists in your portal to a minimum. My message to you is: fight this urge.
Instead, if you have a Pro or Enterprise portal, free yourself to create hundreds of lists eg here’s our portal:
We have hundreds of lists, of which half (exactly!) are noted as unused. The Unused category indicates that the lists aren’t used in any other areas (eg workflows, reports, emails, forms, other lists, etc).
This indicates that we’ve created them on the fly, likely for quick reporting, or to check list growth etc.
With hundreds of lists in our portal, this raises an important topic: naming your lists!
Naming Conventions for HubSpot Lists
Even though we have hundreds of lists, we aren’t overwhelmed by them. This is because a few simple naming conventions allow us to use them easily.
Here’s a few tips for naming:
- Prefix with Brand (if you have multiple brands in your portal)
- Purpose of the list (eg for Form submissions, Workflow, Report, Email, etc)
- Description (eg Lifecycle type such as customers, Behaviour such as Repeat visitors, Types of contacts eg based on persona, etc)
- Campaign (eg indicating it is part of a campaign)
- Journey (eg indicating Warm, Hot, Cold, etc)
- Outcome (eg Promote, Nurture, Internal, Suppression, etc)
- Type (optional, but we often add ‘Static’ to the naming of any Static lists, since they are a lot less common)
HubSpot Number of List Limits
BTW speaking of creating hundreds of lists, note that this is only possible if you have a Pro or Enterprise portal. For Free and Starter hubs the limits are quite low:
- Free: 5 Active (1000 Static)
- Starter: 25 Active (1000 Static)
- Pro: 1000 Active (1000 Static)
- Enterprise: 1500 Active (1500 Static)
If you are ever running out of Active lists in your portal - check the Unused Lists tab - you can delete a bunch of these without any problems.
And now to the power of lists - and just how flexible they are.
The beauty of lists is that you can use a range of criteria to filter down (or segment) your contacts. (You can also use lists for companies but in this episode we are only focussing on contacts).
There’s a number of criteria categories to use:
- Contact properties (ie any properties of the contact ‘object’)
- Other objects (ie if the contact is associated with a deal, ticket, quote, etc)
- Assets (eg workflows or other lists)
- Behaviour (Eg any engagement with ads, forms, emails, pages, CTAs, etc)
- Integrations (Eg any integration with PandaDoc, HotJar, MailChimp, etc)
When creating (or editing) a list you can select from any of these criteria types easily. In the screenshot below I’ve highlighted the types we tend to pick from the most:
Don’t miss the power this list above provides. Essentially you can segment your contacts based on the most granular of criteria, giving you incredible power to report on and interact with in a positive way.
OK, so now that we’ve discussed the types of lists, let’s dive into some examples of lists you could/should consider creating in your portal.
🚀 Shot 3: HubSpot Lists You Should Create in your HubSpot Portal
Let’s explore some simple Active lists to start with.
At its simplest you could create a list of any and all form submissions using criteria like this:
Whilst good to see the total number of form submissions, you’ll more likely be interested in specific form submissions related to a particular brand, product or service.
Here’s a simple example of a list based on form submits for a particular product and service:
Notice that it includes form submissions from two forms (one is an embedded form on the site, the other is a popup form).
Also, notice the naming convention for the list:
- GOW = the brand
- Oi5 = a particular product
- The final part is a description (eg all form submits)
Notice that the criteria checks for these form submissions on Any page.
If required though this can be refined as part of the criteria:
For example we could refine to only include form submissions on particular pages, or in particular date ranges, or for specific ranges of number of submissions.
Lifecycle stages are a common criteria for building lists eg a list of Good fit Customers:
In this example, we’ve included contacts who have a lifecycle stage of Customer, plus we’ve refined by only including the contacts who have a persona that we consider good fit.
In most portals we build out lists of the main lifecycle stages:
Example for MQLs:
For advanced businesses we’ll also add in lists for
But this depends on the business and whether they use those stages in their processes.
Internal lists (eg Staff)
Here’s a handy list to create - internal staff lists (which you may later use to exclude from other lists or activities).
Here’s a simple one we use:
It simply checks the domain of a contact’s email address.
Aside: this is also useful for finding old staff contact details (eg if someone has left the company). For example, at XEN, we don’t have 30 staff currently - but the list included some of the previous staff - I actually used this list just now to delete out a few old staff member contacts.
Here’s an example of checking for contacts who had an email bounce:
If you wanted to be more specific about the bounced reason you could set criteria on that as well:
Here’s where we start to see the power of using lists in other lists.
For example, this Global suppression list includes contacts from a bunch of lists including manual (static) lists and active lists for bounced contacts and contacts to delete:
Suppression lists are useful to create and then use in Workflows and Emails (ie to exclude the contacts from being used in them)
Using the marketing interactions criteria in lists allows you to segment based on things such as:
- Forms they’ve submitted (which we already looked at earlier)
- Emails they’ve opened or clicked
- Pages they’ve visited
- Calls to Action they’ve clicked
- Ads they’ve engaged with
For example, here’s a list of contacts who have clicked a link in the NPS survey we send to new HubShots subscribers:
Here’s an example of contacts who clicked an ad related to an ecommerce site:
A quick pro tip: you may be wondering why this is limited to a particular Contact Owner. In this particular case I have a separate HubSpot user account that I set as the contact owner on contacts related to that brand (GOW). It means I can quite easily filter the contacts just using the Contact owner - and not have to list out all the separate ad campaigns for that brand. This is an advanced tip - feel free to ignore if it doesn’t make sense to your situation!
You can easily create lists based on engagement. For example, here’s a simple example of contacts who have viewed more than 20 pages:
Note: this would include contacts over all time. You could also filter on page visits in the last 2 weeks:
You can also easily create lists based on lack of engagement eg
- haven’t visited a page recently
- Haven’t opened an email recently
- Haven’t clicked an email recently
- Haven’t submitted a form recently
However, something to note when using email open activity. A growing number of email clients block the open activity from being able to be viewed within HubSpot.
For example, here’s a list of contacts who clicked on an email (even though HubSpot doesn’t think they’ve opened the email!):
This highlights that you need to be careful when checking things like email opens (and email open rate in other reports).
Contact Owner Unknown
Lists also allow you to clean up contact data - by finding contacts that are missing date. For example, here’s a list of contacts who don’t have a contact owner:
There’s a fair bit of cleanup to be done for this list!
Lists to Keep Your Database Cleansed
List of contacts to delete (eg based on lack of engagement).
There’s lots of ways you can check for lack of engagement using visits and email responses. Here’s a simple suggestion:
Note though that the measurement of email opens is unreliable (as HubSpot notes) and often it is better to check email clicks instead (since those are definitely measured).
And also, keep a list of contacts who have unsubscribed:
Note that we use the Lifecycle stage to limit the list - this is because we keep Customers even if they have unsubscribed (eg we usually have deal and ticket details against their contact record and don’t want to lose that association).
HubSpot Active Lists Power Tips
Checking for Ads activity is simple to do with the ads interaction criteria:
Using Lists in Other Lists (ie Lists of Lists)
In a number of the examples above you will have seen that they are built using already existing lists. Ie they are Lists of lists.
This is a very efficient way to use lists. It means you can use lists as building blocks that are used in other assets.
This saves time since your list criteria can simply pull from other building blocks - rather having to enter in all the initial criteria again (potentially multiple times).
Which also reduces errors.
And also means if you update one of the initial building block lists, then all the lists that use it will also get updated.
Are you overwhelmed yet?
If you’re slightly overwhelmed by all of the above, I totally understand - with great power comes great overwhelm… or something like that.
If that’s you, don’t feel bad - it’s normal.
Here’s the main takeaway: just remember what HubSpot can do - don’t try to remember how to do them all. Just remember what’s possible and come back to these show notes when you want the details.
💰 Shot 4: HubSpot List Growth Over Time Reporting
Viewing List Performance
What we love is you can see:
- Source, lifecycle and country of contacts
- In the last 30 days those who:
- visited your website
- converted on a form
- opened an email
- clicked an email
- Submitted an NPS survey
To do this you need to go to each list:
Then you will see this:
👨🔧 Shot 5: Using Lists in other Assets
How to Know if Lists are used in other Assets
When viewing the Lists, the column on the right shows if a list is included in other assets (in the screenshot below I’ve sorted by the most used lists):
Clicking on the column number will then show where the list is used eg our global suppression list is used in 57 workflows, 2 other lists, as well as some Views and an email:
Let’s dig into some of these other assets where lists are used.
Using Lists in Contact Views
Allows Contact Views to use the extended power of List criteria that the View filters don’t provide
Eg a View of contacts who hard bounced following the last email send that sales need to followup.
Using Lists in Popup Form Targeting
One of the super handy features (that we discussed in detail in our last episode) is the ability to use targeting in popup forms.
Below is an example of using a list in the targeting to Hide the popup if a contact has already filled out the form (ie because they are in a list of people who have submitted the form):
This is a big improvement to the user experience of visitors to your site - don’t annoy them by showing a form that they’ve already filled out!
Using Lists in Email marketing
Segmentation enables relevance.
For example, one of the simplest email campaigns might be an offer for contacts who aren’t yet a customer.
So the email could include sending to a list of all contacts who have signaled interest, but exclude any contacts who are already customers.
Here’s an example of sending a regular blog email newsletter to a list of contacts:
The send goes to all the weekly readers. However we use other lists to exclude it being sent to them.
Notice also the option to exclude sending to unengaged contacts - we usually tick this for things like newsletters and blog emails. (But we don’t enable it on emails for specific campaigns or thank you emails)
Using Lists to Sync Audiences to Ad platforms
- Inclusion lists (eg warm prospects)
- Exclusion lists (eg Customers)
Using Lists in Workflows
We covered workflows in detail in our initial episode on marketing campaigns (see Shot 9 in episode 278) and we’ll be diving into further detail in an upcoming episode.
But for now, consider that lists can be used in workflows to:
- Trigger the workflow (ie enrollment)
- Workflow suppression
- Workflow goals
Take a look at this simple example of using a list to trigger a workflow:
Here’s an example of using a list as a Suppression option in a workflow:
And here’s an example of using a goal criteria in a workflow that uses a list:
In this particular case - a nurture email series - we remove people from the workflow if they become a customer. The benefit of doing this with a goal (as opposed to using the Suppression setting) is that we can tell at what point in the workflow they met the goal - ie it helps with analysis and reporting.
Using Lists in Reports
Building Custom Reports in HubSpot can be complex enough if you are new to it - you can get overwhelmed trying to come up with the reporting criteria.
So here’s a tip - use your existing lists as the filters in your reports. Here’s a simple example:
Using Lists in Smart Content
Smart Content is one of those advanced features in HubSpot that helps provide a much better experience to contacts.
Using smart content you can switch the content to be tailored to their particular stage or interest.
For example, in the screenshot below the content shown is changed if the contact is a customer:
Using Static Lists in Campaigns
HubSpot has added the ability to associate static lists with HubSpot Campaigns. This isn’t amazingly useful in my opinion, but is a handy way to quickly see a filter of contacts that are associated with the campaign:
Note: you can add multiple static lists.
Using Lists for Access eg Customer Portal, KB articles and CMS Pages (Membership)
Lists are used for providing access to protected assets including:
- Knowledge Base articles
- Ticket access (Customer portal)
Here’s an example of controlling access to pages using a list:
And here’s an example of the setting for Customer Portal access:
Using Lists in Integrations (eg Salesforce, Xero, NeverBounce)
One final, but important, area where lists are used - integration with other systems.
We won’t go into them here, but common examples include:
- Connecting to Salesforce (there’s full details here)
- Connecting to a email cleansing tool (Eg NeverBounce - details here)
🔧 Shot 6: HubSpot List Gotchas
Using ‘Is none of’ in Criteria
We covered this in Shot 6 of episode 277, but it’s worth repeating here as it can cause issues.
Using the ‘not any of’ criteria in lists (and workflow triggers) can get you into trouble if the property is unknown on objects
For example, let’s say you have a contact property you’ve created called ‘Favourite James Bond actor’.
Now let’s say you have a total of 100 contacts in your portal.
You’ve just started surveying contacts, and so far 15 contacts have had the property updated:
- 10 have it marked as Daniel Craig
- 5 have Roger Moore
If you were to run a query of ‘is none of Roger Moore’ how many contacts would you expect?
If you answered 95, that would be understandable.
But the result would actually be 10.
The gotcha is because the query by default only applies against contacts who have anything in that property.
To overcome this, you just need to tick the option to include records where the property is empty:
Alternatively, you could also do an OR filter group and select ‘is Unknown’:
We actually try to avoid doing any negative criteria (eg ‘is none of’, ‘has never been any of’, etc) because they can be confusing.
We often create lists for the positive (eg ‘is any of’) and then use them as exclusion lists in other lists.
✍️ Shot 7: Quote of the Week
Without continual growth and progress, such words as improvement, achievement, and success have no meaning.
- Benjamin Franklin
🧲 Shot 8: Follow Us on the Socials
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