Step 1: Log into HubSpot
- Access the HubSpot homepage.
- Input your credentials to get to the main dashboard.
Step 2: Navigate to Contacts
- Find and click on the "Contacts" tab at the top navigation bar.
Step 3: Begin Import Process
- Look for the "Import" button or option. This is often found in the upper right corner or within a dropdown menu.
- Click on "Import."
Step 4: Select File to Import
- Click on "Start an import."
- Choose "File from computer" and then click "Next."
- Browse your computer and select the list file you wish to import (typically CSV format).
Step 5: Choose File Type
- HubSpot will ask the type of data in the file.
- Select "Contacts" and then click "Next."
Step 6: Map Fields
- HubSpot will display the fields in the CSV file and ask you to map them to the corresponding fields in HubSpot.
- Ensure each field from your list corresponds with the appropriate HubSpot field.
- Click "Next" when you've finished mapping.
Step 7: Review and Complete Import
- Check the details of your import to ensure everything looks correct.
- Click "Finish import."
Step 8: Access Imported Contacts
- After the import, go back to the "Contacts" tab.
- You'll see your newly imported contacts in the contact database.
Step 9: Segment the Contacts
- Click on "Lists" in the Contacts dropdown.
- Choose "Create list."
- Name the list and select "Active list" or "Static list" based on your preference.
Step 10: Set Criteria for Segmentation
- Use filters to segment your contacts based on specific criteria from your imported data, such as:
- Geography
- Job title
- Source
- Any custom property you imported
- Click on "And" or "Or" to add more criteria or conditions if needed.
Step 11: Preview and Save
- HubSpot will display a preview of the contacts that match your criteria.
- If satisfied with the segmentation, click "Save" or "Create list."
Step 12: Use or Engage with the Segmented List
- With your segmented list:
- Send targeted emails.
- Create personalized workflows.
- Analyze specific group behaviors or trends.
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