How to set up Smart Lists in HubSpot for WooCommerce?

Setup Smart Lists In HubSpot

Once the HubSpot WooCommerce Integration is successfully enabled, Set up lists to segment your contacts and customers based on their previous actions and behaviors.

  • 1. Go to List Tab, Click On Create List. (Once the smart list is created, you will see that the information gets automatically updated and reflected in HubSpot.)

  • 2. To view this list on your HubSpot account, navigate to Contacts > Lists. Select the desired list to view and edit.

 

View and Edit Smart Lists in HubSpot

To view and edit HubSpot Smart Lists in HubSpot, Go to Contacts -> Move to Lists.

Smart Lists created with HubSpot for WooCommerce

1. Customers

This list will enroll customers according to their customer’s lifecycle stage. It filters all those customers whose customer lifecycle changes.

2. Leads

It will list all those leads who have indicated an interest in your company’s product or service in some way, shape, or form.

3. Abandoned Cart

Send Reminders, Capture emails, and Recover Lost Sales in real-time with an Automated Cart Recovery Solution for your WooCommerce store.

4. Best Customers

It is the list of those customers whose RFM (Recency, Frequency & Monetary) rating is perfect 5. It is the list of your loyal customers that are consistently positive & emotional, physical attribute-based satisfaction, and perceived value of an experience, which includes the product or services.

5. Big Spenders

This list shows the contact property whose Monetary rating is equal to 5. These are the customers who are spending lavishly and purchasing more often from your store.

6. Loyal Customers

It is the list of those customers whose Frequency and Recency of order is 5. It is the list that exhibits customer loyalty when they consistently purchase a certain product or brand over an extended period of time and describes the loyalty which is established between a customer and companies.

7. Churning Customers

It is the list of those customers whose Monetary and Order frequency is 5 but Recency is 1. The churning rate, also known as the rate of attrition, is the percentage of subscribers to a service who discontinue their subscriptions to the service within a given time period.

8. Low Value Lost Customers

It is the list of those customers whose Recency, Frequency & Monetary is 1. These are the customers who are on the verge of getting lost as their engagement with the website is very low.

9. New Customers

This list shows new contact whose Frequency and Recency is 1. They are the new customer and they are not yet engaged with your website.

10. Customers needing attention

In this list, Monetary and Frequency of the customer are 3 but Recency lies between 1 & 2. This list shows that the customer has spent time and money both on your website but his last order was long-ago.

11. About to Sleep

It is the list in which customers whose Recency Frequency and Monetary (RFM) value lie between 1 & 2 and they are about to sleep. It means that their engagement with your website is getting less on each successive day.

12. Mid Spenders

This list shows the contact property whose Monetary rating is equal to 3. It means that he is not frequently buying from your store.

13. Low Spenders

This list shows the contact property whose Monetary rating is equal to 1. It notifies that your customer is not spending much on your store.

14. Newsletter Subscriber

It will list all those newsletter subscribers who have subscribed for a printed report containing news (information) of the activities of a business or an organization (institutions, societies, associations) that is sent by mail regularly to all its members, customers, employees or people, who are interested.

15. One time purchase customers

It will list all those customers whose total number of orders is 1. As the list shows, the total number of orders is 1, so you have to work hard on these customers and start nurturing them and educate them about your product and services.

16. Two-time purchase customers

It will list all those customers who have brought only 2 times from your store. You can pay special attention to those customers as they are interested but you have to educate them about your product and service.

17. Three-time purchase customers

It will list all those customers who have purchased only three times from your store. You can encourage them to buy more frequently.

18. Bought four or more times

It will list all those customers who have purchased 4 times from your store. You can provide special benefits to those customers.

19. Marketing Qualified Leads

It will enlist all those marketing qualified leads (MQL) who have been deemed more likely to become a customer compared to other leads. This qualification is based on what web pages a person has visited, what they’ve downloaded, and similar engagement with the business’s content.

20. Engaged Customers

Engaged Customers is the smart list of HubSpot that will list all your contacts whose last bought item is less than 60days. It will show the list of your loyal and regular customers.

21. Dis-engaged Customers

Disengaged Customers is the smart list where you can see the list of customers that didn’t reach you from more than 60-180 days. It is the most useful list where you can target those customers who are disengaged for a long period of time.

22. Repeat Buyers

Repeat Buyers is the smart list of HubSpot which helps to segment customers who shop on your store regularly and their HubSpot property Average days between orders are also under the count of 30 days.

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