How can I segment FormPay contacts as lists in HubSpot?

FormPay data can be multi-purposed for a variety of uses. Once such use is creating lists which can be used for marketing campaigns and other communications.

For instance, you can create a list of your existing customers. Just follow these simple steps:

  • In your HubSpot account, go to Contacts > Lists.
  • On the top-right corner, spot the Create List button. Click on it.
  • On the next page, name your list under Contact-based. On the top-right, click Next.
  • Click +Add Filter.
  • Search “FormPay Payment” in the search bar.
Existing customer
  • Then, in the group filter, select ‘FormPay Payment: FormPay Form Submission Properties’.
list formpay
  • After this, select the Payment Amount filter, for the list to contain the customers that have already bought from you.
list formpay
  • Finally, under Payment Amount select ‘is known’.
  • On the top-right, click Save List.

Similarly, you can create a list for subscribers, coupon usage, payment status, payment modes used, currency, and a lot more.

formpay list

formpay list

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