Manage your campaign properties

Create custom campaign properties to store information and manage your campaigns in a way that best fits your team. You can also use campaign properties to organize, group, and report on campaign data. 

Please note: you must have Edit property settings permissions to create or edit campaign properties. 

Create or edit campaign properties 

To create a campaign property:

• In your HubSpot account, click the settings settings icon in the top navigation bar.

• In the left sidebar menu, navigate to Properties.

• Click the Select an object dropdown menu, then select Campaign properties.
• To create a property, in the upper right, click Create property. To edit an existing property, click a property’s name in the table. 
• In the right panel, set up your campaign property details: 
  • Group: click the dropdown menu and select Campaign information. 
  • Label: enter a unique name for the property. This is the name of the property as it appears in your HubSpot CRM, such as within the campaigns tool and in reports. 
  • Internal name: click the code code icon to set or view the internal name for the property. Once a property is created, the internal name cannot be edited.
  • Description: enter text to describe the property. This is not required to create a property.
• After setting up your campaign property details, click Next. 
  
  

• To set or edit the property’s field type, click the Field type dropdown menu, then select a field type for the property.

• If you've selected Multiple checkboxes, Dropdown select, or Radio select, configure your campaign property options:

  • Enter or edit the different options for the property:

    • Label: enter the name of the option. The option's Internal value is automatically generated based on the label.

    • + Add an option: click to add a new option.

    • Load options...: click to load multiple options at once. You can select a default set of options, such as Country and Timezone, paste text to create options in bulk, or copy the options from an existing property.

    • Clear all: click to remove all existing options.

  • To delete the options in bulk:
    • Select the checkboxes next to the options.
    • At the top of the table, click Delete.

• • To manually reorder the options, click and drag the dragHandle drag handle.
  • To sort the options alphabetically, click the Sort dropdown menu and select Alphabetical.
    
• After setting up your campaign's field type, click Create. 

Use campaign properties when creating a campaign

After creating a campaign property, you can add the property to your campaign form to collect information when users create or edit a campaign. You can also set properties as Required to ensure that all necessary information is collected. 

To use a campaign property when creating a campaign: 

• In your HubSpot account, navigate to Marketing > Campaigns.
• In the upper right, click Create campaign > Start from scratch.
• In the right panel, click Edit this form. 
  
  

• In the left panel, select the checkboxes next to the campaign properties that you'd like to add as a field in the campaign form. 
• In the right panel, reorder, set a campaign property as required, or delete the property from the campaign form:
  • To reorder the form fields, click and drag the dragHandle drag handle next to the property.
  • To set a property as required, click the Required checkbox. If the field is not completed, the user will not be able to create the campaign.
  • To remove a property from the form, click the delete delete icon. 
    
    

Manage the campaign properties in your campaigns table

You can select which properties display as columns, and further filter the campaigns table using these properties. After, you can save the configured table as a view, then export the specified campaign details. Learn more about how to view and filter records. 

• In your HubSpot account, navigate to Marketing > Campaigns.

• In the top right, click Actions > Edit columns.
• In the dialog box, select the checkboxes next to the properties that you'd like to include in the table. 
• To reorder the columns in the table, click and drag the dragHandle drag handle next to the property.
• To remove all columns displayed, click Remove all columns. All columns except for the Campaign name column will be removed.
• To restore the default columns, click Reset default view. 
• After setting up your columns, click Save.