- Where do I access campaigns and campaign analytics?
- Can I edit the name of a campaign?
- What’s the difference between a campaign and a utm_campaign?
- What's the difference between a HubSpot campaign and Salesforce campaign?
Assets and content
- Can I associate assets or content with more than one campaign?
- Why isn't my associated asset or content appearing in the campaign?
Data and metrics
- Why is a deal not associated with a campaign?
- What’s the difference between first touch and last touch?
The campaigns tool and the campaign analytics tool live in two different areas of your HubSpot account:
- Campaigns: In your HubSpot account, navigate to Marketing > Planning and Strategy > Campaigns.
- Campaign Analytics: In your HubSpot account, navigate to Reports > Analytics Tools. Select Campaign Analytics.
No. Once a campaign has been created, it is not possible to edit the campaign name. The campaign name is used in tracking and analytics, so any edits to the name would break links that include this tracking parameter.
If a campaign name needs to be modified, it's recommended to create a new campaign and associate the existing assets and content with the new campaign.
HubSpot campaigns are used to tag related marketing assets and content in HubSpot so you can easily measure the effectiveness of your collective marketing efforts.
utm_campaign tags are used to track traffic to your website. HubSpot campaigns may include traffic that is tagged with utm_campaign parameters, but not all utm_campaign parameters are necessarily included in a HubSpot campaign.
Although both HubSpot and Salesforce have campaigns, these two objects do not correspond to each other.
HubSpot campaigns are used to tag related marketing assets and content in HubSpot so you can easily measure the effectiveness of your collective marketing efforts. HubSpot campaigns cannot sync to Salesforce.
Salesforce campaigns are used to manage outbound marketing campaigns with various marketing collateral. Salesforce campaigns can sync limited data to HubSpot:
- If a Salesforce lead or contact is associated with a Salesforce campaign, the Salesforce Campaign ID field will sync to their HubSpot contact record. This property can also be used to segment contacts in HubSpot.
- Contacts can be added to a Salesforce campaign from a HubSpot form or workflow.
Each individual blog post, call-to-action, email, landing page, website page, social post, paid search campaign, and tracking URL can only be associated with one campaign in HubSpot. Adding assets or content that are already associated with another campaign to a new campaign will remove them from their current campaigns. Only individual workflows can be associated with multiple campaigns.
There are several reasons why your associated asset or piece of content isn't appearing within its campaign in the campaigns tool or campaign analytics:
- Social posts will not appear until they are published.
- Paid search campaigns and tracking URLs will not appear until they receive at least one visit.
- Only visits from tracking URLs that bucket visits under Paid search or Other campaigns in the sources report will appear in campaign.
A campaign only starts gathering data from the time it is created, and associated with assets and content going forward. Data is not retroactively pulled into campaigns.
In order for data from a campaign to be included in the campaign analytics tool:
- The campaign must have been created after September 1, 2017.
- Data is gathered after the campaign was created, and after the asset or content was associated with the campaign (e.g., an email open must occur after that email has been associated with the campaign to be counted in campaign analytics).
An influenced contact has engaged with one or more assets or pieces of content in a given HubSpot campaign (e.g., visited a tagged page, opened a tagged email, etc.).
Influenced revenue is the sum of all Closed won deals that are associated with influenced contacts.
A deal is only indicated as influenced by a campaign if that deal is associated to a contact that has been influenced by an asset or piece of content in the campaign. The deal needs to have been associated with the influenced contact before the deal is closed.
First touch new contacts for a campaign are contacts whose first session on your site was through the campaign. Last touch new contacts for a campaign are contacts whose last session on your site before their first conversion was through the campaign.