Convert Index Page Views to Lists in Hubspot

In Hubspot, you can turn index page views from your knowledge base into powerful lists that support reporting, nurturing, and customer success automation. This guide walks you step by step through using index pages as list criteria so you can better understand which topics and categories your visitors are exploring.

What is an index page in Hubspot knowledge base?

Before you create lists, it helps to understand how index pages work in the Hubspot knowledge base. An index page is a special type of page that groups articles together by a specific dimension, such as category or tag. When a visitor views one of these index pages, Hubspot records that page view and makes it available in list criteria.

Typical index views you might want to track include:

• Category overviews, such as billing or onboarding
• Tag-based collections, such as integrations or reporting
• Language-specific or product-specific indexes

By turning these views into lists, you can segment users who show interest in particular topics and follow up with targeted workflows.

Why use Hubspot lists for index page views?

When you convert index page views into lists in Hubspot, you gain more granular insight into how customers and visitors engage with your knowledge base. Lists based on index views can reveal which categories drive the most traffic and where users might need more support.

Typical use cases include:

• Identifying users who frequently visit troubleshooting indexes
• Segmenting contacts interested in a particular product area
• Triggering follow-up emails after a user explores a specific index
• Measuring engagement with help content before or after onboarding

Because these lists are dynamic, they update as new users view the index page, letting your segments evolve over time without manual maintenance.

Prerequisites in Hubspot

To use index page views as list criteria in Hubspot, you need access to the knowledge base tool and list creation features. Make sure your user permissions include:

• View and edit knowledge base content
• View and edit contacts
• Create and manage active lists

Also confirm that your knowledge base is live and that index pages are already generating traffic so that views can be captured and used in segment rules.

How to create a list from index page views in Hubspot

The process of building a list from index page views in Hubspot is straightforward. You will create a new active list and then add criteria based on knowledge base activity.

Step 1: Create a new active list in Hubspot

1. In your Hubspot account, navigate to your contacts area where lists are managed.

2. Select the option to create a new list.

3. Choose Active list so that contacts are automatically added or removed as they meet or no longer meet the criteria.

4. Give the list a clear, descriptive name, such as Viewed Billing Index Page or Product A Documentation Index Visitors.

Using consistent naming conventions makes it easier to reuse and report on these lists across your Hubspot portal.

Step 2: Add knowledge base index view criteria

Next, configure the filters that will capture index page views in Hubspot.

1. Within the list editor, click to add filters.

2. Locate the section for knowledge base or service activity, depending on how your account labels these events.

3. Select the property or event related to index page views or knowledge base index views.

4. Choose your operator, such as has viewed or is equal to, based on how the criteria is structured in your Hubspot account.

5. Pick the specific index page or dimension value you want to track, such as a particular category or tag index.

Make sure you save the criteria and allow time for the list to process and populate with matching contacts.

Step 3: Refine your Hubspot list with additional filters

To make your index-based list even more useful, layer in extra conditions that align with your goals in Hubspot. Common refinements include:

• Lifecycle stage (e.g., leads, customers, opportunities)
• Last activity date to focus on recent engagement
• Company properties such as industry or size
• Ticket data if the contact has open or closed support requests

These filters help narrow the list down to the most relevant segment, so your follow-up content and workflows stay tightly targeted.

Best practices for managing Hubspot index-based lists

Once you are building lists from index page views in Hubspot, you can maintain and optimize them with a few simple best practices.

Use clear naming and descriptions

For each list, include a concise description that states which index page it tracks and how the list is used. This helps teams collaborate inside Hubspot without confusion.

Align lists with knowledge base structure

Whenever you update categories, tags, or other index dimensions in your knowledge base, review your lists in Hubspot to ensure they still reflect the correct index pages.

• Retire lists tied to deprecated index pages
• Create new lists for new categories or tags
• Update workflows that rely on index view lists

Monitor list performance and engagement

Track how contacts in each list behave over time by using Hubspot reporting tools. Look at:

• Email engagement for campaigns targeting each list
• Conversion metrics related to the segment
• Volume trends in index page traffic

This data shows which indexes and related content drive the most value, and where you may need to add or improve articles.

Automation ideas using Hubspot index lists

After you have lists based on index page views in Hubspot, you can feed them into workflows, ads, and reporting.

• Onboarding nurture: Enroll new customers who visit a getting started index in a tailored onboarding sequence.
• Proactive support: When contacts view troubleshooting indexes, send a follow-up email with additional help content or invite them to contact support.
• Product adoption: Create campaigns that highlight advanced features to users who view specific feature-related indexes.
• Feedback collection: Trigger surveys after repeated visits to a particular index to understand whether content is resolving issues.

These automations let you turn passive browsing behavior in your knowledge base into meaningful customer experiences in Hubspot.

Where to learn more about Hubspot index pages

For deeper technical details and up-to-date interface screenshots, review the official documentation on converting index page views to lists in Hubspot knowledge base segments. If you need strategic help building scalable segments and automation around your knowledge base, you can also explore consulting resources such as Consultevo.

By thoughtfully using index page views to build targeted lists in Hubspot, you gain a clearer picture of what visitors need, and you can deliver the right support and education at exactly the right time.

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