HubSpot Premium - Import a HubSpot Contact, Company, or Deals Segment (formerly Lists) for a Smart Send Campaign
HubSpot
Importing a HubSpot Premium Contact Object Segment (formerly Lists) for use in Smart Send Campaigns is quick and easy once the HubSpot Premium Contacts, Companies, and Deals Integration Set Up has been completed. This integration also allows tracking and delivery events to be posted back into HubSpot, along with HubSpot timeline activity updates, if chosen during the integration setup.
Important Notes about HubSpot Segments (formerly Lists) in Postalytics:
HubSpot Segments (formerly Lists) used in Postalytics can be imported from Contact, Company, or Deals objects only.
Segments (formerly Lists) imported using the HubSpot Premium Integration will have the full suite of tracking and delivery events, along with activity timeline events, synced back.
While Postalytics supports list import from .CSV and Excel files, campaigns using lists with these import sources do not connect to HubSpot for tracking and delivery events, or timeline activity events.
To import HubSpot Segments (formerly Lists) with the Integration, your version of HubSpot must support the Lists feature.
Segments (formerly Lists) that include Contacts with addresses in the United States and Canada will be split into two separate lists - by Country.
Import a Segment (formerly List) For Smart Send Campaign
**NOTE**: While HubSpot has updated "Lists" to "Segments", within the Postalytics application the reference continues to be "List" or "Lists".
Importing can be done in one of two ways:
- Immediately after completing the HubSpot Premium Integration, by selecting the “Import a List Now” button on the Integration Confirmation page.
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- From the Lists dropdown menu, by selecting “Import List.
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Either way, the Import New Contact List page is the next step.
- Click the box “HubSpot Premium”.
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- Name the List, and then use the second dropdown to select the HubSpot Premium Integration being used.
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Once the HubSpot Integration is selected, a new drop down will appear to choose the HubSpot Contact, Company, or Deals list to be imported.
- Scroll the available lists or start typing the list name to populate, then click the list to select it. Click “Next”.
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- Next, review the List Data Preview for the HubSpot list selected. If the preview is correct, select “Looks Good! Start Mapping”.
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- Map each of the HubSpot data fields to the corresponding Postalytics fields in each of the sections using the dropdowns in each field.
If variable data will be imported for personalization within your template, those fields, up to 35 unique fields, will be mapped in the User Defined Personalization Fields. Then select “Confirm Field Mappings”.
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The following page shows the data fields selected in the previous step.
- Review for accuracy and select “Import Now”.
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The list will be imported and ready to use in a Smart Send Campaign.
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View a List
The list is viewable within the List Library. To access, select “View Lists” in the Lists dropdown menu.
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Here, you’ll see the List Status, List Name, List Country (how you’ll know which is which when a list is split between US and Canadian addresses), List Source (this should begin with HubSpot), Total Contacts and the Created Date of the list.
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Manage Lists
To manage a list, click “Edit”. From here, you’ll be able to:
Edit the Contact List
Download the Contact List
Append records with the same layout to the list
Edit Field mappings
Delete the list
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