CREATING AND MANAGING CAMPAIGNS IN HUBSPOT

Effective campaign management is essential for driving results and achieving your business goals.

HubSpot's Campaign Tools offer a robust platform to streamline your campaigns, from creation to analysis. 

Whether you're new to HubSpot or looking to enhance your campaign management skills, this guide will walk you through the essentials of creating and managing a successful campaign in HubSpot.

First, things first…

What is a HubSpot Campaign?

A campaign in HubSpot is a coordinated series of marketing efforts aimed at achieving specific goals, such as increasing brand awareness, generating leads, or driving sales. It serves as a centralized hub where you can organize, track, and measure the performance of your marketing initiatives.

To optimize your use of HubSpot Campaigns, we advise utilizing a wide range of HubSpot tools available in your portal.

Why is this important?

For instance, while you may be creating emails and designing landing pages within HubSpot, you might be posting on social media using their individual platforms. By doing so, your social media posts won't appear in the Campaigns section; they'll only register as traffic under Social or via UTM tracking codes.

However, if you create and publish social posts directly within HubSpot and link them to your campaign, you'll be able to view all posts within the campaign tool along with their respective metrics.

How to Create a HubSpot Campaign:

Step 1: Create your campaign

1. Navigate to Campaigns: In your HubSpot dashboard, go to Marketing > Campaigns > Campaigns.
2. Click Create Campaign: Choose a campaign type that aligns with your goals—awareness, lead generation, or sales.
3. Enter Campaign Details: Fill in the campaign name, objective, start and end dates, and other relevant information.
4. Save and Create: Click Save and then Create to initiate your campaign.
   
   

Step 2: Add budget and description to your HubSpot Campaign

1. In the upper right, click the Actions menu and Edit Details.
2. In the dialog box, enter a Budget and Notes, then click Save.

Step 3: Add goals to your HubSpot Campaign

1. In the upper right, click the Actions dropdown menu and select Edit Goals.
2. In the dialog box, enter goal numbers for Sessions, New Contacts, and Influenced Contacts.
3. Click Save.
   
   

How to Add Assets and Content to Your HubSpot Campaign:

1. Access Campaign Dashboard: Go to your campaign dashboard and click Edit Campaign.
2. Add Assets: Under the Assets tab, you can add landing pages, emails, ads, and other marketing materials.
3. Create Content: Use HubSpot's content creation tools to design compelling content that resonates with your target audience.
4. Associate with Campaign: Ensure all assets are associated with the campaign for seamless tracking and reporting.
   
   

How to Review Your Campaign Dashboard Analytics:

1. Navigate to Campaigns: Go to Marketing > Campaigns > Campaigns and select your campaign.
2. View Dashboard: The dashboard provides an overview of key metrics like visits, contacts, and conversions.
3. Analyze Performance: Dive deeper into metrics to understand what's working and what needs optimization.
4. Track Progress: Monitor performance over time to gauge the effectiveness of your campaign strategies.

How to Analyze Performance in the Campaign Analytics Tool:

1. Access Campaign Analytics: In your campaign dashboard, click View Analytics.
2. Explore Analytics: Use filters and segments to analyze performance across different channels and assets.
3. Identify Insights: Look for trends, patterns, and insights that can inform future campaign strategies.
4. Optimize Campaign: Make data-driven adjustments to improve performance and maximize ROI.

Creating and managing campaigns in HubSpot is a streamlined process that empowers you to drive results effectively. From setting up your campaign and adding assets to analyzing performance and gaining insights, HubSpot offers a comprehensive suite of tools to elevate your marketing efforts

Ready to harness the full potential of HubSpot’s Campaign Tools? 

Getting started is easier than you think with our expert guidance. Contact us today to unlock success with HubSpot.