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List Segmentation

Create company or contact lists using property values and characteristics, including activity, for personalized marketing campaigns.

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  • Segment lists based on criteria from your CRM data

  • Use the latest contact information leveraging self-updating lists

  • Hyper-target your emails using multiple fields

  1. Segment lists to deliver personalized emails at scale.

    Your customers and prospects are constantly giving you information about what they’re interested in, and each data point can help you tailor your marketing efforts to their needs. 

    List segmentation allows you to create contact lists based on various criteria, including age, recent content downloads, and expected deal size. Use these lists to automate your email marketing efforts and send your contacts the most relevant and personalized information.    

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  1. Send the most relevant content in a timely manner.

    Want to reach out to this week’s leads with more information? Or do you need to contact all customers who have been with you for over 10 years? With lead segmentation, you can create time-based lists that make sure you’re right on time with your messaging.

  2. Create lists based on multiple criteria.

    Prospects, ages 18-35, in North America who have downloaded your most recent ebook and not talked to sales yet. With list segmentation, you can target exactly the audience you want to speak to. Choose any of the fields in your HubSpot Smart CRM to further segment your contact lists as needed.

  3. Segment list with latest contact information.

    Send customers the information they need based on their current lifecycle stage. HubSpot lists are always up-to-date because they’re powered by your CRM data. Every click, action, and conversation automatically updates your lists, so you’re always working with the most up-to-date contact data.

  4. Auto-update lists when information changes.

    Outdated lists can mean sending irrelevant information to prospects that have already converted or customers on different plans. HubSpot’s active lists automatically update when contact information changes. New contacts are added, and contacts that no longer meet the criteria are removed.

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Related Resources

If you’re interested in list segmentation, these related resources may help.

Frequently Asked Questions

  • List segmentation is the ability to separate your bulk list of email subscribers into more targeted, specific groups. The intention behind list segmentation is to deliver the right content, to the right audience, at the right time. 

    Lists can be segmented based on demographic data, spending behaviors, product tiering, or interactions with your marketing content. For instance, some SaaS companies may create a segmented list specifically for individuals who signed up for a trial and never took action on it.

    HubSpot’s integrated list segmentation tool allows you to pull from user information within the HubSpot Smart CRM and create hyper-segmented lists using multiple parameters for creation. 

  • Popular HubSpot list segmentation features include:
    • Integration with your CRM to automatically pull user data
    • Multiple criteria options for creating segmented lists
    • Automatic contact record updates to ensure your lists are always relevant
    • Time-base triggering and segmentation means messages will always get delivered at the right time
    • Unlimited lists
  • Because it uses information from your CRM, list segmentation is almost instantaneous to set up. Simply connect the CRM, and you can get going creating your lists. If you don’t already have data within your CRM, it may take longer to create your lists.

  • HubSpot’s list segmentation is part of Marketing Hub, and you can get started with it for free. If you’re looking for more advanced features to help automate and scale your marketing operations, HubSpot also offers premium features with Starter, Professional, and Enterprise editions of Marketing Hub.