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 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.

Set up your campaign

To create campaigns from a campaign template: 

• In your HubSpot account, navigate to Marketing > Campaigns.
• In the upper right, click Create campaign.
• In the right panel, click Start from template. Then, click Next.   
• From the campaign template library:
  • In the left sidebar menu, you can filter by one of the following:
    • All templates: display all campaign templates in this HubSpot account. 
    • Built by HubSpot: filter by campaign templates created by HubSpot. Commonly used templates include email drip campaigns, in-person promotion campaigns, re-engagement campaigns, and more. 
    • Saved templates: filter by your saved custom campaign templates. 

• • Select a template that matches your campaign goals. To use a template, click Use template. 
     

• In the right panel, set up your campaign. You can also configure the campaign properties displayed in the form. By default, the following properties will display:
  
  • Campaign name: this should be a unique name that other users in your HubSpot account will easily understand.
  • 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.
  • Business unit: if you have the Business Units add-on, you can also select a Business unit. 

• • Campaign owner: assign a campaign owner to your campaign. 
  • Campaign start date: set a start date for your campaign. The date will be reflected in your marketing calendar. 
  • Campaign end date: set an end date for your campaign. Together with the start date, these dates will be reflected in your marketing calendar. 

• • Campaign goal: use a goal to summarize the objective of your campaign. You can customize specific targets like the number of contacts or sessions after you've created the campaign.
  • Campaign audience: specify an audience to help your team understand who your campaign is targeting.
  • Currency code: select a currency for your campaign budget. Learn how to add and edit your account's currencies.
  • Campaign budget: set a budget to keep track of campaign costs. 

• • Campaign notes: add notes to keep track of any other essential campaign details.

• At the bottom, click Create. 
   

Manage campaign steps

Steps make it easy for you and your team to stay on track while working on a campaign. 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.
    
    

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 left, click Edit campaign.
   
  
  

Save custom campaign templates

You can use campaigns previously created from an existing campaign template to save as a new, custom campaign template. To save an existing campaign as a campaign template:

• In your HubSpot account, navigate to Marketing > Campaign.
• Click on the name of a campaign.
• In the top left, click Edit campaign. 
• In the campaign editor, click Save as template in the top right. 
• In the dialog box, enter a Campaign template name. Then, click Save. 
  
  

Manage custom campaign templates

To review your saved templates:

• In your HubSpot account, navigate to Marketing > Campaign.
• In the upper right, click Create campaign > Start from template.
• From the Discover campaign templates dashboard, click Manage saved templates. 

• In the right panel, review and manage your saved campaign templates. On each saved campaign template: 
  • To edit an existing template, click Actions, then select Edit. 
  • To clone an existing template:
    • Click Actions, then select Clone. 
    • In the dialog box, enter a new Campaign template name. Then, click Clone campaign template. 

• • To delete an existing template:
    • Click Actions, then select Delete.
    • In the dialog box, click Delete. Deleted templates cannot be restored. 
      
      

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 left, click Actions, then select 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.