Create campaigns using campaign templates

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: 

1. In your HubSpot account, navigate to Marketing > Campaigns.
2. In the upper right, click Create campaign.
3. In the right panel, click Start from template. Then, click Next.   
4. 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. 
     

5. 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.
   • Brand: if you have the Brands add-on, you can also select a Brand. 

• • 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.

6. 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:

1. To add a new step, from the left panel, click and drag a step into the editor.
2. To rearrange the order of your steps, click and drag the step to the desired position in the editor.
3. 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. 

4. 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.
5. To remove an asset from a step:
   • Click X next to the asset's name.
   • In the dialog box, click Remove. 
6. To complete a step, click the checkmark to the left of the step. Once a step is completed, the progress bar will reflect accordingly.
7. To delete a step:
   • Click the delete trash icon next to the step.
   • In the dialog box, click Delete.
     
     

Access your campaign template

1. In your HubSpot account, navigate to Marketing > Campaigns.
2. Click on the name of a campaign.
3. 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:

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

Manage custom campaign templates

To review your saved templates:

1. In your HubSpot account, navigate to Marketing > Campaigns.
2. In the upper right, click Create campaign > Start from template.
3. In the top right, click Manage saved templates. 
4. 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.

1. In your HubSpot account, navigate to Marketing > Campaigns.
2. Click on the name of a campaign.
3. 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. 
4. 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.