Skip to content
English
Contact us
  • There are no suggestions because the search field is empty.

Creating Contact Lists from Sequences in HubSpot

A step-by-step guide to generating accurate contact lists for enhanced customer engagement

Overview

Creating accurate contact lists from sequences in HubSpot is essential for effective customer engagement. However, users may notice discrepancies between the contacts displayed in a sequence and those included in the final list. This article explains how to create a reliable list of contacts who have successfully completed a sequence.

Common Issues

Users frequently report that certain contacts are missing from the final list after generating a list of contacts who finished a sequence. These discrepancies often occur due to additional criteria that some contacts may not meet.

Step-by-Step Solution

1. Create an Active List

To ensure your list remains up-to-date and accurately reflects the contacts who have completed a sequence, start by creating an active list:

  • Navigate to the HubSpot dashboard and select the "Contacts" section.
  • Click on "Lists" and then select "Create List."
  • Choose "Active List" to enable dynamic updates based on your specified criteria.

2. Set Criteria for the List

Next, define the criteria for your list:

  • Focus on filtering contacts based on their status within the sequence, ensuring that you include those who have completed it.
  • You may also want to incorporate additional filters, such as contact lifecycle stage, to refine your results further.

3. Review List Members

After saving the active list, review the included contacts:

  • Confirm that the list accurately reflects individuals who have completed the sequence.
  • If you encounter discrepancies, check whether any additional filters or criteria may be affecting the results.

4. Save and Utilize the List

Once you’re satisfied with the list:

  • Save it for future use. This active list can be utilized in various workflows or targeted campaigns to engage with your audience effectively.

Additional Recommendations

  • Understanding List Types: Familiarize yourself with the difference between active and static lists. Active lists update dynamically based on set criteria, while static lists contain fixed data. For ongoing management of contacts related to sequences, an active list is recommended.

  • Using Filters Effectively: When adding multiple filters, be mindful of the logical operators you use. The "AND" operator requires all specified criteria to be met, while the "OR" operator includes contacts meeting at least one criterion. Understanding this can greatly enhance the accuracy of your list.

By following these steps, you can effectively create a comprehensive list of contacts who have completed a sequence in HubSpot, which will ultimately enhance your ability to engage with your audience.