Run effective marketing with less manual effort

Streamline your marketing process by reducing manual, repetitive tasks so you can launch campaigns faster. When running marketing with less manual effort, you can focus your time on optimizing content and planning effective strategies.

For example, Sprocket Supply Co., an ecommerce company selling sustainable office supplies, uses HubSpot's AI tools and content remix to generate assets, instead of creating everything from scratch. 

Below, learn how to reduce manual effort when planning a campaign, creating campaign assets, and distributing your campaign assets. 

Please note: you can manage AI feature access in your AI settings and configure what data is shared. Review HubSpot's AI Trust FAQs and AI Model Cards for detailed information on AI security controls, data use, and compliance.

Pre-requisites

When using the following recommendations to streamline your marketing efforts, it is recommended to use HubSpot's AI tools, as well as Breeze Assistant. To ensure the quality of your generated content, it is recommended to: 

• Set up Breeze Assistant: throughout the framework, Breeze Assistant will be used to generate insights and content. Suggested prompts will also be provided. Learn how to configure and use Breeze Assistant. 
•  Set up user permissions: assign user permissions for the relevant tools. For example, to create campaigns, users will need Campaign Edit permissions.
• Define your audience: define your highest-value customers to create an audience profile. You can also use Breeze Assistant to summarize CRM data for this profile. This will be used when setting up your brand identity.
• Craft a style guide and use it in HubSpot: define a brand style guide to capture your unique branding and how it applies to your target audience. This will be your brand identity context. Input this into the brand identity tool. Then, when creating content with AI, brand-specific context including voice, tone, ideal customer profile, products, and competitive insight will always be applied.
• Provide context to AI tools: create a project for your marketing campaigns and a knowledge vault to add any additional brand context.
• Review outputs: review AI outputs throughout the process. Flagging any patterns of errors will help to refine your style guide and prompts.

Plan your campaigns

As a marketer setting up a campaign, set up your campaign story before creating any campaign assets. This includes the key ideas and messaging that you'd like to convey, as well as the purpose and plan for your campaign. Learn how to define your campaign story.

Then, use Marketing Studio as a home base to design your campaign, create assets, and execute your plan in a single workspace.

• When conceptualizing your campaign strategy, use Marketing Studio to create an outline of what your campaign and assets could look like, as a starting point for your campaign planning. 

• Then, use Marketing Studio to make content decisions, such as:
  • Planning the timeline for your campaign and release of campaign assets. For example, if you're running a social campaign, when each post should be published. You'll also be able to review the different publish dates for each asset type in the campaign calendar.
  • Manage the progress and performance of each campaign asset. From the Board and Approvals views, you'll be able to review whether each asset has been set up and is ready for the campaign. 
  • Visualizing the distribution of your assets. On the Marketing Studio canvas, you'll be able to review the count of each asset type, and group different assets together. 
• Use content remix to remix assets directly from Marketing Studio. In the section below, learn how to use content remix to adapt existing assets and create new assets for different channels. 

Adapt existing assets for different channels

Instead of spending time and effort manually recreating and adapting an existing asset for different channels, use content remix to generate multiple assets from a successful piece of content.

For example, Sprocket Supply Co. is releasing a new line of ergonomic office chairs. Using content remix, a specification document for these new chairs is used to generate social posts and marketing emails. 

The new content can be directly used for promotion across different channels, or used as a more concrete starting point for your marketing content. 

Reduce effort when creating marketing assets

Including a range of assets in your marketing efforts will ensure that you're able to reach a broader audience. Within specific tools, you can use AI to reduce effort during the ideation, creation, and refinement stages of creating your marketing assets. 

Automate your email marketing

Instead of manually sending marketing emails or slowly setting up workflows, use pre-built workflow templates as a starting point for your email marketing efforts. Learn how to use workflow templates when creating workflows.

For example, to improve customer loyalty and drive sales, Sprocket supply co. uses the Email customers on an anniversary workflow template to automatically send a discount to existing customers. 

Additional resources

• Understand Loop Marketing
• Optimize content and improve brand visibility for AI