Page Comparison

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Create a New List

• From the main lists screen, select Create List.

• Choose Contact-based to create a list of contacts (Note: All HubSpot lists for District and college purposes are Contact-based, built using contact properties from form submissions).

• Enter List Details.

  • List Name—Use the naming convention College Acronym - List Name (e.g., "SCC - Pharmacy Tech").

  • Description—Briefly describe the list's purpose.

  • List Type—HubSpot has two types of lists that can be created.

    • Active List—Automatically adds new contacts who meet the list criteria as they submit forms.

    • Static List—Filters existing contacts but does not update with new submissions.

• Set Filters.

  • Click Next > Add Filter to apply specific criteria for your list.

  • Start by selecting Contact Properties > Business Unit, then choose your college to limit the list to your college's contacts.

  • Add additional filters. For example:

    • Filter by Form Submission to see users interested in a specific program, like Nursing.

    • Filter by Prospect status to view students who have expressed interest but haven’t completed the next step in the admissions process.

• Save.

• Ensure you place your list in the correct folder by using the Actions dropdown.

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