How to Create HubSpot Email Lists for Segmentation
T
TripleDart Demo
Updated: Feb 03, 2025
Description
Learn how to create targeted HubSpot email lists for segmentation to improve email marketing efficiency and reach the right audience with personalized content.
Steps
1
Navigate to the 'Lists' section to begin.
2
Start creating a new list by clicking 'Create list.'
3
Video step
4
Proceed with 'Next' to move forward in the creation process.
5
Continue by adding filters, click 'Add filter.'
6
Video step
7
Narrow your criteria by selecting 'Form submissions.'
8
Further refine by choosing 'Webinar Registration 9.'
9
Make sure to save your list configuration.
10
Next, head to 'Workflows' for further actions.
11
Create a new workflow by selecting 'Create workflow.'
12
Start building your workflow from scratch.
13
Move to the next step by clicking 'Next.'
14
Assign a name by selecting 'Unnamed workflow.'
15
Label your configuration by typing a name.
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Video step
17
Confirm your settings by saving them.
18
Set the trigger condition by clicking 'When this happens.'
19
Define specific conditions, e.g., city settings.
20
Include specific list memberships as criteria.
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Choose additional criteria like 'Coach webinar - EP 9.'
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Finalize configuration settings by saving them.
23
Add a new action to your workflow as needed.
24
Set actions for emails and notifications for your teams.
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Start setting up email notifications, click 'Send an email.'
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Specify which email to use, choose from the list.
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Video step
28
Select 'Coach - Episode 9 Invitation email' as your template.
29
Save and publish your workflow to apply changes.
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