SOP to guide users through creating a static list in HubSpot. Static lists are used for maintaining a set group of contacts or deals that do not update automatically, making them ideal for one-time actions or specific campaigns.
Context
Static lists are different from active lists in that they remain unchanged unless manually updated. They are useful for targeted campaigns, event invitations, or manual list management.
Terminologies
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- Static List: A list in HubSpot that does not update automatically after it is created. Contacts or deals are added or removed manually or via workflows.
- CRM: The part of HubSpot where you manage your customer and deal data.
Tools
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- Hubspot - Used for creating and managing contact lists.
Roles & responsibilities
Define who will be executing the activities related to the SOP. \
- Team Member: Responsible for creating and managing static lists.
- Approver: Reviews and uses static lists for specific campaigns or activities.
Procedure
Step 1:
From the left-hand menu, navigate to CRM and click Lists.
Step 2:
Click Create List to start a new list.
Step 3:
Choose the type of list you want to create (e.g., Contact-based, Deal-based, etc.).
Step 4:
Enter a List Name and an optional Description for easy identification.
Step 5:
Select Static List as the list type.
Step 6:
Customize the list by manually adding contacts or use Workflows to automate adding contacts to the list.
Step 7:
Click Save to create the static list.
Notes
- You can add contacts to the static list via workflows or manually by editing the list.
- Static lists are suitable for non-dynamic tasks, such as one-time email campaigns or manual data management.