Organize Your Leads

Organize Your Leads

This learning track will teach you how lists work hand-in-hand with your Contacts tool and helps you organize your leads and customers in a way that makes sense for your business.

  • 1. Create a Form or Lead Flow
  • 2. Create a List

1. Create a Form or Lead Flow

Inbound marketing is all about this marriage of context and content.

Lists, and the contact database that powers your list-building, is what gives context to the content people consume and the experience they have with your brand.

When you divide your contacts into smaller groups based on similarities, it lets you use context to make your content more relevant and engaging.

This learning track will help you understand all of the different ways that Lists empower marketers to create contextual, relationship-driven marketing that creates results.

Resource: How to decide on your list criteria

2. Create a List

There are two different kinds of lists in the HubSpot tool: smart lists and static lists.

Static lists are a way to manually organize a set of contacts and group them together. Static lists are created automatically when you import a list into HubSpot or they can be created by selecting a list criteria.  Once a static list is generated, the list members will remain the same unless you add or remove contacts manually.

Smart lists offer a flexible way to organize contacts in HubSpot and automate your marketing actions. You can build these automatically refreshing lists based on contacts who meet certain criteria. For example, HubSpot's marketing team uses smart lists to create lists of contacts to send emails to and lists of contacts to suppress for email marketing.

Resource: 30 Ways to Slice Your Email Database