The campaigns tool in HubSpot allows you to tag related marketing assets and content, so you can easily measure the effectiveness of your collective marketing efforts. You can also collaborate with your team on campaigns, learn more about adding comments to your HubSpot campaigns.
Please note: you can create up to 1,000 campaigns in a HubSpot account.
Create a campaign
- In your HubSpot account, navigate to Marketing > Campaigns.
- In the upper right, click Create campaign.
- In the dialog box, configure your campaign. You can change any details of your campaign after it's been created.
- Name: this should be a unique campaign name that other users in your HubSpot account will easily understand.
- Business unit: if you've purchased the Business Units add-on, you can associate your campaign with a business unit.
- Owner: assign a HubSpot user as a campaign owner for your campaign.
- Start date: set a start date for your campaign. You can also set an end date for this campaign. These dates will be reflected in your marketing calendar.
- Color: select a campaign color to organize and prioritize your campaigns. Any tasks you associate with your campaign will feature the selected color in your marketing calendar.
- Goal: use a goal to summarize the objective of your campaign. You can customize specific targets like number of contacts or influenced revenue after you've created the campaign.
- Audience: specify an audience to help your team understand who your campaign is targeting.
- Currency: select a currency for your campaign budget.
- Budget: set a budget to keep track of campaign costs. Only numerical inputs will be accepted.
- Spend: enter the amount that your team has spent on the campaign. This amount can be updated after the campaign is created. Only numerical inputs will be accepted.
- Notes: add notes to keep track of any other essential details.
- Click Create.
Marketing Calendar
Once you've created a campaign, it will automatically appear in your marketing calendar. The campaign's calendar dates will correspond to the Start date and End date set when creating a new campaign. If your campaign does not have a set Start date and End date, it will not appear on the calendar. Learn more about using the marketing calendar to plan your campaigns.
To navigate to your marketing calendar:
- In your HubSpot account, navigate to Marketing > Campaigns.
- In the top left, click the Calendar tab. You'll be brought to the marketing calendar for your account.
Add goals
After creating your campaign, you can add goals to keep track of your desired campaign outcomes.
- In the upper right, click the Actions dropdown menu and select Edit goals.
- In the dialog box, enter goal numbers for Sessions, New contacts, Influenced contacts, Closed deals, and Influenced revenue.
- Click Save.
Add assets and content to your campaign
After creating a campaign, you can add existing marketing assets and content (e.g., emails, blog posts, landing pages) to the campaign from the campaigns tool. You can also associate existing and new assets or content with the campaign from their respective tools.
Please note: adding assets or content that are already associated with another campaign to a new campaign will remove them from their current campaigns. Only workflows can be associated with multiple campaigns.
To add assets from the campaigns tool:
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In the upper right, click Add assets.
- In the dialog box, select an asset type in the left sidebar menu to add to the campaign.
- To add an existing asset:
- Use the search bar to search for assets or content.
- Select the checkbox next to an asset or piece of content to add it to the campaign. If you're using the Business units add-on, it's recommended to associate assets from the same business unit. Some assets cannot be associated with business units, learn more about associating your assets with business units.
- When you're done, click Save.
- To add a new asset:
- Click Create [asset]. You'll be directed to the asset's dashboard in a new browser tab. When creating your new asset, it will automatically be associated with the campaign.
- After creating your new asset, navigate back to the campaigns browser tab.
- In the Add assets dialog box, click Refresh for new assets. The new asset will be displayed after refreshing.
- Select the checkbox next to the new asset to add it to the campaign.
- Click Save.
Create tracking URLs for your campaign
You can also create tracking URLs to measure the effectiveness of your campaigns in driving traffic to your website's pages.
- In the upper right, click the Actions dropdown menu and select Create tracking URL.
- In the right panel, enter a URL, select a UTM campaign, and a Source. You can also specify a UTM medium, UTM term, and UTM content.
- Click Create, or Create and add another to create another tracking URL for the campaign.
