How do I segment contacts based on their interactions with our emails in Hubspot?

Step 1: Navigate to the Contacts Database

Log into your HubSpot account.
On the top navigation bar, click on "Contacts" to access your contacts database.

Step 2: Access Lists

Step 3: Create a New List

Click on the orange “Create list” button located in the top right corner.
Choose the list to be "Active list." An active list is dynamic and automatically updates as contacts meet the criteria.

Step 4: Define the List Criteria Based on Email Interactions

In the “Filter by” search bar, type “Email.”
From the dropdown, you'll see various email-related criteria like “Email Clicked,” “Email Opened,” “Email Bounced,” etc.
Choose the desired criteria based on your segmentation needs. For instance, if you want to track who has opened a specific campaign, choose “Email Opened.”

Step 5: Specify the Email Campaign

Once you choose an email-related criterion (e.g., "Email Opened"), another dropdown will appear, prompting you to select a specific email campaign or any email.
Choose the specific email campaign you're interested in or opt for any email, depending on your needs.

Step 6: Add More Criteria (Optional)

If you wish to add more layers of segmentation (e.g., contacts who opened a specific email AND clicked on a specific link), click on the "AND" or "OR" option.
Repeat the process of choosing criteria based on your segmentation goals.

Step 7: Save and Name the List

Once you've set your criteria, click on the “Next” button in the top right corner.
Name your list in a way that's descriptive of the segmentation (e.g., “Opened Product Launch Email”).
Click on “Save” to finalize the list creation.

Step 8: Review and Manage the Segmented List

After saving, you'll be redirected to the list overview page where you can view all the contacts who fit the criteria.
From here, you can further segment, export the list, or create targeted email campaigns for these specific contacts.

Step 9: Monitor and Update