{"id":102001,"date":"2022-12-16T15:35:13","date_gmt":"2022-12-16T20:35:13","guid":{"rendered":"https:\/\/www.inmotionhosting.com\/support\/?p=102001"},"modified":"2022-12-20T16:28:49","modified_gmt":"2022-12-20T21:28:49","slug":"manage-a-list","status":"publish","type":"post","link":"https:\/\/www.inmotionhosting.com\/support\/edu\/hubspot\/manage-a-list\/","title":{"rendered":"How to Manage a List in HubSpot"},"content":{"rendered":"<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"538\" src=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/lists-hubspot-1-1024x538.jpg\" alt=\"How to Manage a List in HubSpot CRM - header image\" class=\"wp-image-102150\" srcset=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/lists-hubspot-1-1024x538.jpg 1024w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/lists-hubspot-1-300x158.jpg 300w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/lists-hubspot-1-768x403.jpg 768w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/lists-hubspot-1.jpg 1200w\" sizes=\"auto, (min-width: 1360px) 876px, (min-width: 960px) calc(61.58vw + 51px), calc(100vw - 80px)\" \/><\/figure>\n\n\n\n<p>HubSpot enables you to manage your lists through various functions. You can edit a list, view the performance of a list, filter information in lists, and add or remove lists.<\/p>\n\n\n\n<p>Using these options, organize your customer data to make it more efficient and easier to work with. Keeping your contacts in order and up-to-date keeps your business focused and helps to prevent wasted effort and time.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"#editing\">Editing Lists<\/a><\/li>\n\n\n\n<li><a href=\"#viewing\">Viewing List Performance<\/a><\/li>\n\n\n\n<li><a href=\"#deleting\">Deleting a List<\/a><\/li>\n\n\n\n<li><a href=\"#ordering\">Ordering or Filtering Lists<\/a><\/li>\n\n\n\n<li><a href=\"#using\">Using Folders with Lists<\/a><\/li>\n\n\n\n<li><a href=\"#exporting\">Exporting or Importing Lists<\/a><\/li>\n<\/ul>\n\n\n\n<p>NOTE: You must be logged into your WordPress Administrator Dashboard to follow the steps below.<br><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"editing\">Editing Lists<\/h2>\n\n\n\n<p>Using the Lists interface, you can select a list and then open it to find information about it.\u00a0\u00a0<\/p>\n\n\n\n<ol class=\"article_list wp-block-list\">\n<li>Click on <strong>HubSpot.<\/strong><\/li>\n\n\n\n<li>Click on <strong>Lists.<\/strong><\/li>\n\n\n\n<li>Hover over the <strong>List name<\/strong> that you want to edit or view.<\/li>\n\n\n\n<li>Click on the <strong>Details<\/strong> button. Here you will find the details about the list, including its type, 7-day change note, date of creation, date of the last update, number of places it\u2019s used in, and the List ID.<br><br><img loading=\"lazy\" decoding=\"async\" width=\"1000\" height=\"606\" class=\"wp-image-102031\" style=\"width: 1000px;\" src=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/editing-lists-1.jpg\" alt=\"Editing Lists - Details\" srcset=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/editing-lists-1.jpg 589w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/editing-lists-1-300x182.jpg 300w\" sizes=\"auto, (min-width: 1360px) 876px, (min-width: 960px) calc(61.58vw + 51px), calc(100vw - 80px)\" \/><br><\/li>\n\n\n\n<li>Click on the <strong>Used in<\/strong> tab, and you\u2019ll see the list of assets that are using the list.<br><br><\/li>\n<\/ol>\n\n\n\n<p>Lists are made of contacts that have been filtered in a specific way.\u00a0 When you click on a list to edit, you can change how the contacts are filtered.\u00a0<\/p>\n\n\n\n<ol class=\"article_list wp-block-list\">\n<li>Select the <strong>List<\/strong> you want to edit by clicking on the list name.<br><br><img loading=\"lazy\" decoding=\"async\" width=\"1000\" height=\"342\" class=\"wp-image-102032\" style=\"width: 1000px;\" src=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/click-list-name.jpg\" alt=\"Click on List name\" srcset=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/click-list-name.jpg 1132w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/click-list-name-300x103.jpg 300w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/click-list-name-1024x350.jpg 1024w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/click-list-name-768x263.jpg 768w\" sizes=\"auto, (min-width: 1360px) 876px, (min-width: 960px) calc(61.58vw + 51px), calc(100vw - 80px)\" \/><br><\/li>\n\n\n\n<li>Change the list by editing its filter. Click on the <strong>Edit filters<\/strong> button.<br><br><img loading=\"lazy\" decoding=\"async\" width=\"1000\" height=\"811\" class=\"wp-image-102033\" style=\"width: 1000px;\" src=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/edit-filters-1.jpg\" alt=\"click on Edit filters button\" srcset=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/edit-filters-1.jpg 737w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/edit-filters-1-300x243.jpg 300w\" sizes=\"auto, (min-width: 1360px) 876px, (min-width: 960px) calc(61.58vw + 51px), calc(100vw - 80px)\" \/><br><\/li>\n\n\n\n<li>Make changes to the filter.\u00a0 You can also add new filters to change your list\u2019s results.<br><br><img loading=\"lazy\" decoding=\"async\" width=\"1000\" height=\"776\" class=\"wp-image-102034\" style=\"width: 1000px;\" src=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/edit-filter3.jpg\" alt=\"Edit filter\" srcset=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/edit-filter3.jpg 1155w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/edit-filter3-300x233.jpg 300w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/edit-filter3-1024x794.jpg 1024w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/edit-filter3-768x596.jpg 768w\" sizes=\"auto, (min-width: 1360px) 876px, (min-width: 960px) calc(61.58vw + 51px), calc(100vw - 80px)\" \/><br><\/li>\n\n\n\n<li>If you\u2019re satisfied with the change to the list, click on the <strong>Save changes<\/strong> button.<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"viewing\">Viewing List Performance<\/h2>\n\n\n\n<p>The other option that you have when editing a list is to view its performance. Performance is based on the number of contacts in the list over a period of time.\u00a0 You can change the date range and save the report.<\/p>\n\n\n\n<ol class=\"article_list wp-block-list\">\n<li>Click on the name of the list that you want to view.<\/li>\n\n\n\n<li>When the list opens, click on <strong>Performance<\/strong>.<br><br><img loading=\"lazy\" decoding=\"async\" width=\"1000\" height=\"776\" class=\"wp-image-102035\" style=\"width: 1000px;\" src=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/view-performance.jpg\" alt=\"Click on Performance\" srcset=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/view-performance.jpg 1155w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/view-performance-300x233.jpg 300w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/view-performance-1024x794.jpg 1024w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/view-performance-768x596.jpg 768w\" sizes=\"auto, (min-width: 1360px) 876px, (min-width: 960px) calc(61.58vw + 51px), calc(100vw - 80px)\" \/><br><\/li>\n\n\n\n<li>Use the date range options to change the dates you want to view.<\/li>\n\n\n\n<li>Click on the drop-down menu labeled <strong>Actions<\/strong> (above the graph) to <strong>Save the report<\/strong>.<br><\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"deleting\">Deleting a List<\/h2>\n\n\n\n<p>Removing a list is done through the Lists page interface.<\/p>\n\n\n\n<ol class=\"article_list wp-block-list\">\n<li>Click on the name of the list that you want to remove.<br><br><img loading=\"lazy\" decoding=\"async\" width=\"1000\" height=\"504\" class=\"wp-image-102036\" style=\"width: 1000px;\" src=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/delete-list.jpg\" alt=\"Click on Delete\" srcset=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/delete-list.jpg 1120w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/delete-list-300x151.jpg 300w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/delete-list-1024x516.jpg 1024w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/delete-list-768x387.jpg 768w\" sizes=\"auto, (min-width: 1360px) 876px, (min-width: 960px) calc(61.58vw + 51px), calc(100vw - 80px)\" \/><br><\/li>\n\n\n\n<li>The <strong>Delete<\/strong> option can be found in the drop-down <strong>More<\/strong> menu or at the top of the table used to display the lists. Click on <strong>Delete<\/strong> to remove the list.<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"ordering\">Ordering or Filtering Lists<\/h2>\n\n\n\n<p>When you look at the saved lists on the List page, you will see <strong>All lists<\/strong>, <strong>Unused lists<\/strong>, and <strong>Recently deleted<\/strong> above the saved lists table.\u00a0 The view of the table will change based on your selection of these three items. You can also filter and sort the lists after you have made your selections.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"357\" src=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/filters-headers-lists-1024x357.jpg\" alt=\"Filters, headers, and lists\" class=\"wp-image-101756\" srcset=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/filters-headers-lists-1024x357.jpg 1024w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/filters-headers-lists-300x105.jpg 300w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/filters-headers-lists-768x268.jpg 768w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/filters-headers-lists.jpg 1033w\" sizes=\"auto, (min-width: 1360px) 876px, (min-width: 960px) calc(61.58vw + 51px), calc(100vw - 80px)\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>How to Filter and Order Your Lists<\/strong><\/h3>\n\n\n\n<ol class=\"article_list wp-block-list\">\n<li>Click on the filter type you wish to use: <strong>All creators<\/strong>, <strong>All types<\/strong>, or <strong>All objects<\/strong>.<\/li>\n\n\n\n<li>If you select a specific creator, then only the lists with that name will be seen.\u00a0 You can also filter by type or object.<\/li>\n\n\n\n<li>After selecting a filter, click on a column header to sort the lists in alphabetical or numerical order. The columns include List Name, Size, Type, Object, Last Updated, Creator, Folder, and Used in.<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"using\">Using Folders with Lists<\/h2>\n\n\n\n<p>Folders are used to help organize your lists. They are especially useful when you have large numbers of lists. By default, you will see <strong>All lists <\/strong>selected, but you can also select <strong>Folders<\/strong>. This will change the view of the table.\u00a0 You can create folders by clicking on the <strong>Create folder<\/strong> button.\u00a0 Lists can then be moved into the folder.<\/p>\n\n\n\n<p>Actions for folders can be seen by hovering over the folder name and selecting the <strong>Action <\/strong>button.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1010\" height=\"399\" src=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/folder-manage-1.jpg\" alt=\"Manage folders\" class=\"wp-image-102037\" srcset=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/folder-manage-1.jpg 1010w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/folder-manage-1-300x119.jpg 300w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/folder-manage-1-768x303.jpg 768w\" sizes=\"auto, (min-width: 1360px) 876px, (min-width: 960px) calc(61.58vw + 51px), calc(100vw - 80px)\" \/><\/figure>\n\n\n\n<p>Folders can be moved, renamed, and deleted.<\/p>\n\n\n\n<p>To move lists into a folder:<\/p>\n\n\n\n<ol class=\"article_list wp-block-list\">\n<li>Change the view by clicking on the <strong>All lists<\/strong> button (to the left of <strong>Folders<\/strong>).<\/li>\n\n\n\n<li>Hover over a list and click on the drop-down menu for <strong>Actions<\/strong>.<\/li>\n\n\n\n<li>Click on <strong>Move to Folder<\/strong>. You will see a <strong>Move list<\/strong> dialog appear.\u00a0 Select the folder where you want the list to be moved.<\/li>\n\n\n\n<li>Click on <strong>Move<\/strong>.<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"exporting\">Exporting or Importing Lists<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Exporting a List<\/strong><\/h3>\n\n\n\n<p>The export option allows you to export a list as a CSV or Excel file. The steps below start from the Lists page.<\/p>\n\n\n\n<ol class=\"article_list wp-block-list\">\n<li>Click on a <strong>List<\/strong> that you want to <strong>Export<\/strong>.<\/li>\n\n\n\n<li>Click on the <strong>More<\/strong> button.<\/li>\n\n\n\n<li>Click on <strong>Export<\/strong>.<br><br><img loading=\"lazy\" decoding=\"async\" width=\"1000\" height=\"760\" class=\"wp-image-102038\" style=\"width: 1000px;\" src=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/export-1.jpg\" alt=\"Export option\" srcset=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/export-1.jpg 695w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/export-1-300x228.jpg 300w\" sizes=\"auto, (min-width: 1360px) 876px, (min-width: 960px) calc(61.58vw + 51px), calc(100vw - 80px)\" \/><br><\/li>\n\n\n\n<li>Select the properties and columns that you want to export.<br><br><img loading=\"lazy\" decoding=\"async\" width=\"1000\" height=\"707\" class=\"wp-image-102039\" style=\"width: 1000px;\" src=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/export-2.jpg\" alt=\"Select properties and columns for export\" srcset=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/export-2.jpg 796w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/export-2-300x212.jpg 300w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/export-2-768x543.jpg 768w\" sizes=\"auto, (min-width: 1360px) 876px, (min-width: 960px) calc(61.58vw + 51px), calc(100vw - 80px)\" \/><br><\/li>\n\n\n\n<li>Click <strong>Next<\/strong>.<\/li>\n\n\n\n<li>Verify the email destination for the exported file.\u00a0 You can also use the shortcut to the settings to download the exported list through the <em>Data Management<\/em> section. The link is labeled <em>Notifications Center<\/em>.<br><br><img loading=\"lazy\" decoding=\"async\" width=\"1000\" height=\"977\" class=\"wp-image-102040\" style=\"width: 1000px;\" src=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/export-3.jpg\" alt=\"Export options\" srcset=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/export-3.jpg 644w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/export-3-300x293.jpg 300w\" sizes=\"auto, (min-width: 1360px) 876px, (min-width: 960px) calc(61.58vw + 51px), calc(100vw - 80px)\" \/><br><\/li>\n\n\n\n<li>Choose the format for your export.<\/li>\n\n\n\n<li>Select the language used for your column headers.<\/li>\n\n\n\n<li>Click on the <strong>Export<\/strong> button.<\/li>\n<\/ol>\n\n\n\n<p>When the export is processing, you\u2019ll see a notification appear:<br><br><img loading=\"lazy\" decoding=\"async\" width=\"1000\" height=\"136\" class=\"wp-image-102041\" style=\"width: 1000px;\" src=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/export-4-notification.jpg\" alt=\"Export notification\" srcset=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/export-4-notification.jpg 690w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/export-4-notification-300x41.jpg 300w\" sizes=\"auto, (min-width: 1360px) 876px, (min-width: 960px) calc(61.58vw + 51px), calc(100vw - 80px)\" \/><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Importing a List<\/strong><\/h3>\n\n\n\n<p>If you have existing lists of contacts in an importable file, you may choose to import it.\u00a0 HubSpot provides a wizard that walks you through the import process. You can also find more information in their <a href=\"https:\/\/app.hubspot.com\/academy\/23344417\/lessons\/192\/1876\" target=\"_blank\" rel=\"noreferrer noopener\">import guide<\/a>.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\">\n\n\n\n<p>Managing your lists is an important part of your business.\u00a0 It keeps your customer database up-to-date and helps ensure that your marketing and communications are more effective.\u00a0 Your lists keep you from wasting time by identifying and focusing your efforts on your target audience.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>HubSpot enables you to manage your lists through various functions. You can edit a list, view the performance of a list, filter information in lists, and add or remove lists. Using these options, organize your customer data to make it more efficient and easier to work with. Keeping your contacts in order and up-to-date keeps<a class=\"moretag\" href=\"https:\/\/www.inmotionhosting.com\/support\/edu\/hubspot\/manage-a-list\/\"> Read More ><\/a><\/p>\n","protected":false},"author":7,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[4553],"tags":[],"class_list":["post-102001","post","type-post","status-publish","format-standard","hentry","category-hubspot"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How to Manage a List in HubSpot | InMotion Hosting<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.inmotionhosting.com\/support\/edu\/hubspot\/manage-a-list\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Manage a List in HubSpot | InMotion Hosting\" \/>\n<meta property=\"og:description\" content=\"HubSpot enables you to manage your lists through various functions. You can edit a list, view the performance of a list, filter information in lists, and add or remove lists. Using these options, organize your customer data to make it more efficient and easier to work with. 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