Optimize Your CRM: Creating an Active Customer List in HubSpot with Lifecycle and Status Properties

Introduction

Understanding and segmenting your customer base is crucial for effective relationship management and targeted marketing efforts. In HubSpot, the contact property of lifecycle stage, particularly the 'Customer' stage, is instrumental in identifying your current clientele. Coupling this with the 'Status' property can provide deeper insights into which customers are active or inactive. This article will guide you through creating a list in HubSpot that filters customers based on these two critical properties.

Creating an Active Customer List in HubSpot

1. Accessing the List Tool:

   • Log into your HubSpot account and navigate to the 'Contacts' section.
   • Click on 'Lists' and then select 'Create List' to start building your new customer list.

2. Setting Up the List:

   • Name your list, such as "Active Customers," and choose to create an active list that updates automatically as contact properties change.
   • Set the list to be contact-based, as you'll be segmenting individual contacts in your database.

3. Adding Lifecycle Stage Filter:

   • Add a filter to your list by selecting the contact property 'Lifecycle Stage.'
   • Set the criteria to 'Customer' to include all contacts that are currently identified as customers in your database.

4. Incorporating the Status Property:

   • Add another filter based on the 'Status' property, which you can customize to reflect whether a customer is active or inactive.
   • Choose the criteria that define an 'Active' status, ensuring that your list will only include customers currently engaged with your business.

5. Finalizing and Using the List:

   • Save your changes and allow HubSpot to populate the list based on your criteria.
   • Once the list is created, you can use it to target communications, analyze customer engagement, or inform sales and marketing strategies.

Benefits of Segmenting Active Customers

• Targeted Engagement: By identifying active customers, you can tailor your marketing and communication efforts to resonate with an engaged audience.
• Improved Relationship Management: Understanding who your active customers are helps prioritize follow-ups, support, and cross-selling or upselling opportunities.
• Data-Driven Decisions: An active customer list provides valuable insights into your customer base's dynamics, aiding in strategic decision-making and resource allocation.

Creating an active customer list in HubSpot using lifecycle and status properties is a powerful way to enhance your CRM and marketing strategies. By understanding which customers are actively engaged, you can focus your efforts on maintaining and deepening those relationships, ultimately driving customer satisfaction and business growth. Remember, the key to successful CRM is not just gathering data but using it effectively to make informed decisions and take actionable steps toward your business goals.