How to create Order and Cart Lists
Are you struggling to keep track of your customers' orders and shopping carts? Efficient order and cart management can significantly enhance your customers' shopping experience.
In this video, we'll show you how to create 'Order and Cart' lists in HubSpot to streamline your order management and stay organized.
1. Log into your HubSpot account.
2. On the left panel, click on the CRM option and then click on Lists.
3. On the top right, click on “Create list.”
4. On the left panel, click “Order-Based or Cart-Based.”
5. The steps to make either of the lists are the same. Here, I will be creating a “Cart-Based” list.
6. Name your list, add a description, assign an owner, and choose whether you want an active or static list.
7. Here, I am going to make a static list.
8. To populate the list, click on the “Add filter” option and add the necessary filters, then click on the “Save List” option at the top right.
And that's it! You can now manage your orders and keep track of your customers' carts with ease.
#HubSpot #OrderManagement #Ecommerce #CustomerExperience #webdew
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