Last updated: January 12, 2021
The campaigns tool in HubSpot allows you to tag related marketing assets and content, so you can easily measure the effectiveness of your collective marketing efforts.
Create a campaign
- In your HubSpot account, navigate to Marketing > Planning and Strategy > Campaigns.
- In the upper right, click Create campaign.
- In the dialog box, configure your campaign:
- Enter a campaign name. This should be a unique campaign that other users in your HubSpot account will easily understand.
- Select a campaign color, which can help you organize and prioritize your campaigns. Any tasks you associate with your campaign will feature the selected color in your marketing calendar.
- Click Create.
Please note: you can create up to 1,000 campaigns in a HubSpot account.
Add budget and description
Next, you can edit your campaign with additional details:- In the upper right, click the Actions dropdown menu and select Edit details.
- In the dialog box, you can enter a budget, change the campaign color, and add any notes to help you keep track of important details for you and the rest of your team.
- Click Save.
Add goals
Next, add goals for the campaign.- In the upper right, click the Actions dropdown menu and select Edit goals.
- In the dialog box, enter goal numbers for Sessions, New contacts, Influenced contacts, Closed deals, and Influenced revenue.
- Click Save.
Add assets and content
Next, you can start adding existing marketing assets and content (e.g., emails, blog posts, landing pages) to the campaign.-
In the upper right, click Add assets.
- In the dialog box, select an asset type in the left sidebar menu to add to the campaign.
- Use the search bar to search for assets or content. Select the checkbox next to an asset or piece of content to add it to the campaign. When you're done, click Save.
Please note: adding assets or content that are already associated with another campaign to a new campaign will remove them from their current campaigns. Only workflows can be associated with multiple campaigns.
Moving forward, you can also associate existing and new assets or content with the campaign from their respective tools. Learn how to analyze the performance of your HubSpot campaigns.
Create tracking URLs
Lastly, you can create tracking URLs for the campaign.
- In the upper right, click the Actions dropdown menu and select Create tracking URL.
- In the dialog box, enter a URL, select a UTM campaign, and a Source. You can also specify a UTM medium, UTM term, and UTM content.
- When you're done, click Create, or Create and add another to create another tracking URL for the campaign.
