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titleView and Edit Lists

View and Edit a List

  • Navigate to CRM > Lists.

  • Select the list you want to view or edit. To access lists that aren’t being used, click the Unused lists tab.

  • If needed, you can use the search bar in the upper right to find specific contacts in your list.

  • If you need to edit your lists’s name, click the pencil icon next to the current name, enter a new name, and save the changes by pressing enter or clicking outside the text editor.

  • To edit or change filters, in the left panel, click Edit Filters, make your changes, then click Save Changes in the top right.

  • You can sort and filter records by clicking on table headers to sort records by property values. You can also filter contacts by the "Added to list" date.

  • To see list details, In the upper right, click Details to see information about the list, such as when it was created, the number of contacts, who created it, and where it’s used.

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titleImport Lists

Import a List

  • Navigate to CRM > Lists.

  • Select Import.

  • Select Start an Import. You have the option Import a File From Computer, Import and Opt-out List, or Repeat a Past Import. In general, most imports come from .xlsx or .csv computer files.

  • Select Import a File From Computer and, on the next screen, select Contacts, as all records in Maricopa Community Colleges' HubSpot instance are contact-based.

  • On the following screen, you can drag and drop your file or upload it from your computer. Be sure to set How to Import Contacts to Create and Update Contacts so new records will be input into HubSpot while existing records will be updated with any new contact data. Select Next.

  • Be sure on the next screen that Column Header from File column matches the correct HubSpot Property column (e.g., College to Business Unit, Student Status to Student Lifecycle, etc.). HubSpot will notify you if there are any errors, which you will have the opportunity to resolve. Once all mappings look correct, click Next.

  • You can now choose to create a new static list from this import and give it a name. You must also agree to the disclaimer about being able to message the contacts on your list. Finally, if you would like to send emails or SMS messages to the contacts on your list, check the box labeled Set These Contacts as Marketing Contacts and input the number of contacts who will be updated.

  • Click Finish Import.

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For additional instructions on creating and managing lists, view All list articles.