Top 10 HubSpot Active Lists to Create for Solar Dealers

These are the top 10 active lists you should create in the Solar Dealer HubSpot portal.

  1. GLOBAL | Suppression List | Active
    1. Create a new static list called GLOBAL | Suppression List
    2. Create a new active list called GLOBAL | Suppression List | Active
      1. Filter: List membership is GLOBAL | Suppression List
      2. or Unsubscribed from all email is equal to True 
      3. Marketing emails bounced is known 

  2. GLOBAL | All Contacts
    1. Filter: Email is known

  3. [Dealer Name] | Paid Social Ads
    1. Filter: Original source is any of Paid social

  4. [Dealer Name] | Google Ads
    1. Filter: Original source is any of Paid search
  5. [Dealer Name] | Lead
    1. Filter: Lifecycle stage is any of Lead
  6. [Dealer Name] | Lifecycle Stage | Marketing Qualified Lead
    1. Filter: Lifecycle stage is any of Marketing Qualified Lead
  7. [Dealer Name] | Lifecycle Stage | Sales Qualified Lead
    1. Filter: Lifecycle stage is any of Sales Qualified Lead
  8. [Dealer Name] | Lifecycle Stage | Opportunity
    1. Filter: Lifecycle stage is any of Opportunity
  9. [Dealer Name] | Lifecycle Stage | Customer
    1. Filter: Lifecycle stage is any of Customer 

  10. [Dealer Name] | Contact Us Submission
    1. Filter: has filled out Contact Us form (or any other name for your contact form)
  11. [Dealer Name] | Staff
    1. Filter: email contains any of yourdomain.com (this is the domain of the dealer site which is also used in email addresses)