Create campaigns using campaign templates (BETA)

From the campaigns tool, you can create a campaign from scratch or use a campaign template to collaborate with your team and guide you along.

A campaign template provides you with a documented set of steps to create high-impact, repeatable marketing campaigns. You can also use these steps to keep track of campaign creation processes.

Please note: this article includes information about beta features. To opt in, click Beta > Try out campaign templates in the bottom left of your campaigns dashboard.

To create campaigns from a campaign template:  

• In your HubSpot account, navigate to Marketing > Campaigns.
• In the upper right, click Create campaign > Start from template.
• In the dialog box, select a template that matches your campaign goals. 
• In the dialog box, enter a Campaign name. If you have the Business Units add-on, You can also select a Business unit.  
• Click Create campaign. 

Manage campaign steps

Steps make it easy for you and your team to stay on track while working on a campaign. You can add information and instructions, and associate assets to your campaign in a purposeful order.

When setting up your steps, associating an asset from the campaign details page or the asset's editor will not automatically create a step. The step must be manually created in the campaign template editor.   

To manage your campaign steps:

• To add a new step, from the left panel, click and drag a step into the editor.
• To rearrange the order of your steps, click and drag the step to the desired position in the editor.

• To edit a step:
  
  • On the step, click the edit pencil icon. 
  • In the left panel, you can edit the Step name, Step description, and Step type. 
    
    

• To associate an asset with a step, or change the associated asset: 
  • In the step, click Add asset.
  • To add an existing asset, in the left panel, click the Choose [asset] dropdown menu.
  • To add a new asset:
    • Click Create [asset]. This will direct you to the asset's dashboard. 
    • Once you've finished creating your new asset, select the asset from the Choose [asset] dropdown menu.

• To remove an asset from a step:
  • Click X next to the asset's name.
  • In the dialog box, click Remove. 

• To complete a step, click the checkmark to the left of the step. Once a step is completed, the progress bar will reflect accordingly.
• To delete a step:
  • Click the delete trash icon next to the step.
  • In the dialog box, click Delete.
    
    

Configure your campaign settings 

• Click the Settings tab. Then, enter your campaign details: 
  • Campaign name: this should be a unique name that other users in your HubSpot account will easily understand.
  • Campaign owner: assign a campaign owner to 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. 
  • Campaign 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. 
  • Spend: the amount spent on the campaign. 

• • Notes: add notes to keep track of any other essential details.
• After setting up your campaign settings, click Save and view. You will be redirected to the campaign's details page.
  
  

Access your campaign template

• • In your HubSpot account, navigate to Marketing > Campaign
  • Click on the name of a campaign.
  • To access your campaign template, in the top right, click Edit campaign.
    
    

Manage your campaign assets

Not all assets will require a step. Steps present the how and why of the campaign's creation process, whereas assets are the touchpoints your customers interact with, such as emails, forms, and more. Instead of adding a step, you can also add assets on the campaign details page.

• In your HubSpot account, navigate to Marketing > Campaign.
• Click on the name of a campaign.
• To manually associate an asset with a campaign, In the top right, click Actions > Add assets. Do note the following:
  • This will not automatically create a new step for the asset in the campaign template editor.
  • If you want to organize all assets in the campaign template editor, add a new step to the template. Then, add the asset to the step.   

• To manage all associated assets, including assets added through a step in the campaign editor or from the campaign details page, click the Assets tab.