Adding contacts to a segment in HubSpot helps you organise your database for email marketing, segmentation, and automation. Whether you’re creating a static or active segment, follow these clear steps to add contacts quickly and accurately.

 

1. Log in to Your HubSpot Account

  • Go to hubspot.com and log in to your account.
  • From the main dashboard, navigate to the top menu.

2. Navigate to CRM and Segments

  • In the top navigation bar, click CRM.
  • From the dropdown menu, select Segment.

3. Create a New Segment

  • Click the Create segment button in the top right corner.
  • If required, choose the appropriate object type (e.g., Contact-based segment).
  • Click Next or Save (depending on your HubSpot version).

4. Name Your Segment

  • Enter a clear and descriptive Segment name.

5. Add Filters to Your Segment

  • Click Add filter.
  • Choose filter categories such as:
    • Contact properties
    • List membership
    • Form submissions
    • Marketing email activity
  • Set your criteria (e.g., Lifecycle stage is Lead).
  • Click Next.

6. Choose Segment Type and Save

  • Choose between:
    • Active segment (automatically updates based on set criteria), or
    • Static segment (fixed segment that doesn’t update automatically).
  • Click Save and process segment.

7. Import Contacts Directly into a Segment (Optional)

  • Go to Contacts > Import.
  • Upload your CSV file.
  • During the import process, select the option to Add contacts to an existing segment or create a new one.
  • Complete the import process.

8. Review and Confirm Your Segment

  • Open your segment from the Segments dashboard.
  • Check the total number of contacts.
  • Click on the segment to review included contacts.
  • Make edits if necessary.

What is HubSpot

HubSpot is an all-in-one CRM platform designed to help businesses manage marketing, sales, customer service, and operations in one central system. It allows teams to store contact information, track interactions, automate marketing campaigns, and nurture leads efficiently. One of HubSpot’s key features is its contact management system, which lets you organise contacts into segmented lists based on specific criteria.

Segments in HubSpot can be either active or static. Active segments update automatically when contacts meet set conditions, while static segments remain fixed unless manually edited. These segments are essential for email marketing campaigns, workflow automation, and reporting. By organising contacts effectively, businesses can send targeted communications and improve engagement. Whether you’re running campaigns or managing sales pipelines, mastering segments in HubSpot ensures your database stays organised and actionable.

Benefits of using HubSpot to add contacts to a segment

Organising contacts into segments in HubSpot makes your marketing and sales processes more efficient. Proper segment management improves targeting, automation, and overall database organisation.

1. Improved audience segmentation

Creating segments allows you to segment contacts based on specific properties, behaviours, or lifecycle stages. This means you can send highly targeted emails rather than generic campaigns. Better segmentation leads to improved engagement rates, higher conversions, and more relevant communication for your audience.

2. Automation and time-saving

Active segments automatically update when contacts meet your chosen criteria. This reduces the need for manual updates and ensures your campaigns always reach the right people. Automation saves time and minimises human error, especially when managing large contact databases.

3. Better campaign performance tracking

When you use segments for marketing emails or workflows, it becomes easier to measure performance. You can track open rates, click-through rates, and conversions for specific segments. This helps you refine future campaigns and improve your overall marketing strategy.

How to add contacts to a list in HubSpot: A Final Note

Adding contacts to a segment in HubSpot is a simple but powerful way to stay organised and improve targeting. Once you understand the difference between active and static segments, you can confidently manage and segment your database for better marketing results.