How To Segment Contacts In HubSpot

How To Segment Contacts In HubSpot

1. Log In to HubSpot: Access your HubSpot account.
2. Navigate to Contacts: Click on the "Contacts" tab in the main menu.
3. Select Lists: Choose "Lists" from the dropdown options.
4. Create a New List: Click on "Create List" to start a new segmentation.
5. Choose List Type: Select either "Active" or "Static" list based on your needs.
6. Add Filters: Use filters to define your contact criteria (e.g., location, behavior).
7. Review Your Criteria: Ensure your filters accurately reflect your segmentation goals.
8. Name Your List: Give your list a clear and descriptive name.
9. Save Your List: Click "Save" to finalize your contact segmentation.
10. Use Your Segmented List: Utilize the list for targeted marketing campaigns or outreach.