Filtering Lists

introduction hubspot's list filtering capabilities enable users to segment data across contacts, companies, deals, and tickets based on specific criteria integrating cloudfiles enhances these capabilities by introducing document interaction metrics, allowing for more detailed segmentation based on file engagement cloudfiles events cloudfiles integrates with hubspot to provide event based filters, particularly for the contact object these events capture interactions with shared documents, enabling more precise segmentation and automation 1\ file viewed tracks when a contact views a shared document, recording metrics such as time spent, number of views, and percentage of content viewed 2\ file received logs when a contact uploads files via a file request, noting details like the dataroom name and number of files received 3\ resource attached records when a resource is attached to a record, capturing information such as resource name, type, and associated tags 4\ link created captures the creation of new document links, including the link name, type, and creation timestamp for a comprehensive overview of all cloudfiles events and their applications within hubspot, please refer to the all cloudfiles events docid\ ug3brigsphkorztmd7mn9 article use cases for filtering lists using cloudfiles events for instance, utilizing the file viewed event allows identification of contacts who have engaged with specific documents by filtering contacts who viewed a particular file and setting conditions such as "time spent (in seconds)" greater than a specific threshold, or using "number of views" to gauge repeated engagement, one can create a list of highly engaged contacts for targeted follow ups similarly, the file received event can track contacts who have submitted required documents by filtering contacts based on the "file request name" they responded to and using "number of files received" to ensure all necessary documents are submitted, it's possible to maintain a list of contacts who have completed document submissions cloudfiles properties beyond event based filters, cloudfiles introduces properties that can be used for segmentation across companies, deals, and tickets in hubspot these properties are automatically updated based on document interactions 1 last received file request name identifies the most recent file request name in which the file was received 2 last viewed resource indicates the last resource(file/folder/dataroom) viewed by the associated record 3 number of files received total files received from the associated record 4 number of resources attached count of resources attached to the record 5 total views aggregate views of resources associated with the record for a comprehensive overview of all cloudfiles properties and their applications within hubspot, please refer to the all cloudfiles properties docid\ muihjnxiozafrtxeble26 article use cases for filtering lists using cloudfiles properties 1\ monitoring document submission status when managing processes that require clients to submit specific documents such as compliance forms or onboarding materials, it's crucial to track who has provided the necessary files by creating a list that filters records based on the "last received file request name" property, you can identify which clients have submitted the required documents this list enables your team to follow up with those who haven't completed their submissions, ensuring timely compliance and efficient onboarding 2\ identifying recent engagement with resources understanding which resources your clients or prospects have recently engaged with can inform your follow up strategies by filtering records based on the "last viewed resource" property, you can create a list of contacts who have recently viewed specific documents this insight allows your team to tailor communications and provide relevant information that aligns with the client's current interests thus, using cloudfiles filters in hubspot lists provides teams with a practical way to organize and act on document engagement data whether tracking which contacts viewed key documents or identifying records with recent file submissions, these filters make it easy to surface relevant segments