Creating targeted lists within HubSpot is an essential skill for marketers looking to streamline their event management and follow-up processes.
Whether you're hosting webinars, conferences, or any other type of marketing event, having well-organized lists can significantly enhance your engagement and conversion strategies. In this article, we'll guide you through the process of manually creating three specific types of lists within HubSpot for your marketing event: Registered, Attended, and No Show lists. These lists will help you segment your contacts based on their interaction with your event, allowing for personalized communication and analysis.
Registered List
The Registered List includes contacts who have signed up for your event. Here's how to create it:
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Create a New List: Navigate to the Lists section within your HubSpot account and select "Create a new list".
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Select Contact Base: Ensure you're creating this list from your contact database.
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Name Your List: Use a clear naming convention that includes your event's name, such as "Event Name - Registered".
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List Type: Set your list to "Active" to continuously update as new contacts register.
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Hit "Create": Confirm the creation of your new list.
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Add Filters:
- Choose "Marketing Events" and then "Registered for marketing event" to filter for registrants.
- Click "Add Filter" and select the "Event name" option, then choose your specific event from the dropdown menu.
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Save Your List: Once your filters are set, save your list.
Attended List
The Attended List tracks contacts who actually attended your event, which is crucial for understanding engagement and interest.
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Repeat the Initial Steps: Follow steps 1-5 from the Registered List section to create a new list, naming it appropriately (e.g., "Event Name - Attended").
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Set Filters for Attendance:
- In the marketing event filter, select "Attended marketing event" to capture those who were present at your event.
- Add another filter for the "Event name" to specify which event you're tracking.
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Finalize the List: Save your list to lock in these filters.
No Show List
The No Show List helps you identify registered contacts who did not attend the event, allowing you to follow up accordingly.
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Create a New List: Start by creating a new list named for the no-shows, such as "Event Name - No Shows".
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Utilize List Management Filters:
- Indicate that a contact should be in the Registered List but not in the Attended List to classify them as a no-show.
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Complete Your List: With these conditions set, save your No Show List.
Tips for Effective List Management
- Consistent Naming: Use clear and consistent naming for your lists to easily identify and manage them.
- Regular Review: Periodically review and update your lists to ensure they remain relevant and accurate.
- Leverage Automation: Where possible, use HubSpot's automation tools to add or remove contacts from lists based on their interactions with your emails, website, and other channels.
- Personalized Follow-Up: Use these lists to send targeted follow-up communications, such as thank-you emails to attendees, recorded sessions for no-shows, and invitations to future events for all registrants.
By effectively creating and managing these lists within HubSpot, you can enhance your event marketing strategy, improve attendee engagement, and gain valuable insights into your audience's behavior. Remember, the key to successful list management is in the details and ongoing maintenance, ensuring your marketing efforts are as personalized and impactful as possible.