Everything You Can Do With Lists in HubSpot

列表是你标记的一个重要组成部分ting. Beyond email sends, lists can help you identify how many contacts in your database have certain traits in common. But HubSpot's Lists App becomes an even more powerful tool when you're using lists to create reports.

每个报告都应以细分开始list. The most specific your report's starting list is, the more powerful the report is. For example, let's say you run a report based on all of the contacts in your database. You'll gather conclusions at a high level on your entire database based on that information, yet the contacts in your database when reported on in segments may be very different.

让我们使用基于相似特征创建的列表来运行相同的报告。您从这份更具体的报告中收集的要点将更加可行，因为您使报告更具体。

在这篇博客文章中，我们将浏览一个示例，并了解HubSpot中的列表可以做的一切。从去Contacts > Lists。Click on Create a new list at the top right.

首先,名字你的列表。然后,你要choice to build a Smart list or a Static list. Smart lists will continue to add new contacts to the lists you create based on the criteria you set. Static lists will only add new contacts to the list if you manually add them.

Next, you'll set the criteria. This is where things get interesting.

#1 Build a List off a Contacts Property

First, you can build a list off of any contacts property in your database. If you want to create a list based off of people who have the same Lifecycle Stage, you can do that. If you want to create a list based off of people who have been added to your contacts database from just Social Media, you can do that. You may literally have hundreds of pieces of information on your contacts. You can use any of that data to create your list.

选择联系物业从第一个下拉菜单。从第二个下拉菜单中，选择要创建列表的特定联系属性，从生命周期阶段到原始源到员工大小，您可以理解这个想法。在第三列中，选择是否希望该值等于，不等于，简单地拥有该属性，根本没有属性等。最后，在最后一列中，写下您想要的联系人属性的值匹配（例如客户，社交媒体，11-200等）。

You can choose to add multiple pieces of criteria to your list in the form ofAND or OR statementsdepending on what criteria you want included in your list.

This is what an AND statement would look like:

This is what an OR statement would look like:

如果你want to learn more about the differences between and/or segmentation when building lists, check outthis blog post。

#2 Build a List off a Company Property

You can also build a list off of any company property. In addition to the different contacts properties that you have, you will also have separate companies properties. These fields will give information about the company as a whole instead of the individual contacts. Some examples include website URL, industry, and annual revenue.

选择Company Property从第一个下拉菜单。From the second drop-down menu, select the specific Company Property you want to create the list from (that could be Website URL, Industry, Annual Revenue, etc.). In the third column, select if you want the value to be equal to, not equal to, contains the word, does not contain the word, etc. Finally in the last column, write the value of the Company Property you want it to match (www.hubspot.com，Technology, $100,000, etc.).

＃3在交易属性中建立清单

Next, you can build a list off a Deal Property. A Deal Property is any revenue amount that you may be pulling in from yourCRM。For more information on how to integrate your CRM with HubSpot,请参阅此博客文章。

选择Deal Property从第一个下拉菜单。From the second drop-down menu, select the specific Deal Property you want to create the list from (examples include Amount and Deal Stage). On the third drop-down menu, you will see options that include is equal to, is not equal to, is less than, is greater than, etc. Your choice for the third drop-down will depend on whether or not the Deal Property you chose is a numerical value.

You may see something new on this option, a blue Refine button below the third drop-down menu. The refine button lets you get even more specific on your criteria. If you chooseRefine在这种情况下，您将可以从下拉列表中选择任何交易或最新交易。

在最后一列中，编写交易属性的值。

Depending on the criteria you set up, you may want to include multiple Deal Property criteria or you may want to mix and match your criteria with Deal Properties, Contact Properties, or Companies Properties. You can mix and match as much as you want within your AND and OR statements.

＃4建立列表成员资格的列表

You can also build a list off of a current list. You may be thinking that this sounds a bit redundant, but it can actually be a great time saver. If you have another list set up and want to use that criteria along with some additional pieces of criteria, this may be a great way to help you save time while setting that up. Or, if you want to create a list that doesn't include the members of another list you have previously created, this is also another great tool.

选择List Membership从第一个下拉下。您会注意到第二个下拉曲线是灰色的。在这种情况下，不必担心第二个下拉菜。在第三次下拉下，选择“是”或“不是”的成员。这将使您包括或排除某些联系人。在最后的下拉菜单中，选择列表。

＃5建立一个表格提交的列表

您可以通过在您网站上提交任何表格的联系人列出列表。

To get started, selectForm Submission从第一个下拉菜单。In the second drop-down menu, select "Contact has filled out" or "Contact has not filled out". In the third drop-down menu, you can choose any form or a specific form. You will notice the blue Refine button under this drop down. Similar to the Deal Property criteria, this will let you get even more specific on your criteria. Click on Refine, and you will have a few options to get more specific: Rolling Dates, On or before date, On or after date, Between dates, and number of times. After you click on those options, you will have the choice to set specific dates that the form was filled out in or choose the number of times a form was filled out.

In the final drop-down menu, you can choose on any page if your form is used across multiple着陆页或者，您可以选择填写表格的特定页面。

Let's say your form is used across five different pages, but you want a list of contacts who filled out the form on two pages. You will need to use an AND statement to accomplish this. In the first line, select the specific form you want to create the list from as well as the specific page it appears on. Then click on the first Add another requirement link, select the same form but select the other page it appears on.

＃6建立一份列表，关闭电子邮件操作

Next, you can build a list off of email actions. This means you can build a list based on whether or not your contacts opened certain emails, clicked on links in emails, or even just received an email.

In the first drop-down menu, select电子邮件。You will see that the second drop-down menu is grayed out. In the third drop-down menu, select the email action. This includes but is not limited to opened, received, clicked, received but did not open. Underneath the third drop-down menu is that handy Refine button. Click on that to get more specific for your criteria. This allows you to choose the specific dates that the email action occurred.

In the final drop-down menu, you can select the specific email that you want to create your list off. In certain cases, you will see a blue Refine button appear beneath the fourth column. For example, let's say I want to make a list of contacts who clicked on 1 of 2 links in my last email. If I select clicked in the third drop-down menu, I will see another Refine button under the final drop down. This allows me to select the specific link in the email that was clicked.

#7 Build a List off Page Views

您还可以构建查看特定页面的联系人列表。此选项仅适用于专业和企业客户。

First, selectPage Viewin the first drop-down menu. The second drop-down menu will be grayed out. In the third drop down, you have a bunch of different options depending on what pages you want to view: has visited (exact URL), has not visited (exact URL), has visited (part of URL), has not visited (part of URL), has visited (regex), and has not visited (regex). After you choose one of those options, you can refine your search based on a date range or the number of times a page was viewed.

在最终的下拉菜单中，编写要构建列表的URL的URL或部分。

Let's get a bit more advanced for a second. Let's say you want to know the number of contacts who have viewed any landing page at least five times in December 2014. To do this, you would selectPage View从第一个下拉菜单。在第二个下拉菜单中，您将选择已访问（URL的一部分）。然后，您将完善搜索，仅显示在2014年12月31日或之前执行此操作的联系人。在最后一个下拉列表中，您将放置着陆页域。

然后，您将添加“和”要求，以设置看起来与列表标准的第一行相似的内容。您将在2014年12月31日或之前选择，而是在2014年12月1日或之后进行选择。

然后, you would add another "AND" requirement. Instead of selecting the specific dates in December, I would refine the criteria to be the number of times the page was viewed. Then click on Save list.

And voilà! You have your list!

# 8构建事件列表

集线器事件s is an Enterprise-only feature. It allows you to track actions or behavior someone takes on your website. For example, you can track the number of people that click on elements of a page. One great benefit of using Events is you can create a list of contacts based on events. If you want to know who of your contacts took certain actions on your website, you can create a list for that.

首先单击事件从第一个下拉菜单。第二个下拉菜单将变成灰色。在第三个下拉列表中，您可以选择已有事件或没有事件。您可以根据完成事件的日期或次数的次数来完善此下拉菜单。在最终的下拉菜单中，您将看到创建的事件列表。选择要从中创建列表的事件。

#9 Build a List off of Workflows

如果你are using HubSpot's工作流程s App（可用于HubSpot Professional和Enterprise客户），您可以通过尚未完成工作流程或完成工作流的联系人的联系人构建列表。

首先单击工作流程从第一个下拉菜单。The second drop down will be grayed out. In the third drop-down menu, you can select is currently in workflow or has completed workflow. In the final drop down, you will see a list of workflows that have been created. Select the workflow you want to create the list from.

#10 Bonus: Build a List off an Integration Action

那里有两个integrations available from HubSpotthat you can use to build lists from: SurveyMonkey & Citrix. Using the SurveyMonkey integration, you can build lists off of whether or not contacts have responded to a survey or even specific answers to questions on the survey.

如果您设置了集成，您将看到SurveyMonkey调查as one of the options in the first drop-down menu. In the second drop-down menu, select the survey that you want to use for the list. In the third drop down, select the action taken within the survey whether that was simply responding or not responding to the survey or a specific question that was answered. In the fourth drop-down that appears (which it will when you select a specific question), you can select is equal to, is not equal to, has answered this question, or has not answered this question. If you select is equal to or is not equal to, you can then write in the specific survey answer.

如果你want to build a list off an action taken from a webinar, you can do that as well. If you are integrated with Citrix, you can create lists based on whether or not someone registered or attended a webinar.

To get started, selectWebinar从第一个下拉菜单。The second drop down will be grayed out. In the third drop-down menu, you can select has registered for, has not registered for, has attended, or has not attended. In the final drop down you can select any webinar or a specific webinar that you held.

Now What?

Now that you have mastered creating lists in HubSpot, it's time to use them! Lists are the foundation for any report that you build in HubSpot, and are key to using HubSpot'sReports App在企业级别。创建企业报告时，首先使用列表以获取有关您的不同营销工作或联系人数据库中不同角色的更准确的数据。然后开始运行报告。

哪种类型的清单对于您的营销目的最有价值？让我们在评论中知道。