Manage campaigns

After you've created your campaign in HubSpot, you can export your campaign details, view and filter your campaigns, clone a campaign and its assets, or delete a campaign altogether. 

You can also learn more about managing individual campaign assets. 

Export campaign details 

 After creating your campaign, if you are a super admin or have export permissions, you can export your HubSpot campaign details to share information with external stakeholders. You can export this data in a csv, xls, or xlsx file from your campaigns dashboard.

• In your HubSpot account, navigate to Marketing > Campaigns.
• In the top right, click Actions > Export campaigns.
• Select the campaign view that you would like to export.  
• Configure your export file: 
  • Name: enter a name for your export. 
  • Format: select a format for your export, you can export your campaign details in a csv, xls, or xlsx file.  
  • Send to: this will be set to your HubSpot user email by default. 
  • Choose what you'd like to export: for the selected view, choose whether you would like to export the data displayed in the table or all available dashboard data. 
    • Campaign dashboard data in current view: export data based on the campaign details displayed for campaigns in the current view. The campaign details in the export will correspond to the column headers in the campaigns table.   
    • All available dashboard data: export all data for campaigns in the current view. This includes campaign details not displayed in the campaigns table.    
• Click Export to receive an email with a download link to the export file. This download link will be valid for 90 days. You can also review and access the campaign export from your Import and Export settings.  
  
  

Segment campaigns 

To segment your campaigns, you can apply filters based on campaign details to your campaigns table. This set of filters can be saved as a view that you can access whenever you want an overview of the campaigns that meet that criteria. Learn more about creating, customizing, and managing saved views. 

• In your HubSpot account, navigate to Marketing > Campaigns.
• In the Manage tab, at the top of the table, click Add view.
  • Select Create new view from the dropdown menu.
  • In the dialog box, enter a name for your view and select which users can access the saved view.
  • Click Save. Your new view will appear as another tab at the top of the table.
    
    

• Select and apply your filters:
  
  • Business units: if you've purchased the Business Units add-on, you can filter by the business unit the campaign is associated with. 
  • Teams: filter by teams with access to the campaign. 
  • Created by: filter by the specific user who created the campaign. 
  • Owned by: filter by the assigned campaign owner. 
  • More filters: filter by advanced campaign details (e.g., audience, budget, start and end dates, goals).
    
    • In the right panel, click AND to add more filter criteria.
    • To remove existing filter criteria, hover over the criteria and click the deletedelete icon.
• After making any changes to the filters applied, click Save view in the top right, then click Save.
• You can also click the downCarat dropdown arrow to manage each individual view: 
  • To pin a view so it always appears as a tab in your table, click the tab then select Pin view to keep open.

• • To set a view as the default view when the campaigns page is loaded, pin the view then click the tab and select Make default view. 
  • To set rename a view, click the tab and select Rename. In the dialog box, enter a new name for your view and click Save.

• • To set delete a view, click the tab and select Delete. In the dialog box, click Delete.

• Pinned views will appear at the top of the table, or you can access any other saved views by clicking Add view. If you make changes to the filters applied to your view, make sure to click Save view in the top right.
  
  

Clone a campaign

You can clone an existing HubSpot campaign, including its associated assets.

• In your HubSpot account, navigate to Marketing > Campaigns.
• Hover over a campaign, then click Clone.
• In the right panel, enter any new details for the cloned campaign, then click Save.

The following campaign assets will be cloned with the naming convention Asset name (Campaign name):

• Blog posts
• Calls-to-action (CTAs)
• Emails
• Forms
• Landing pages
• Website pages
• Other sources
• Workflows

Social posts and tracking URLs will remain in the original campaign and will not be cloned.

Please note: there is a limit of 255 characters for cloned campaign asset or content names. Asset or content names that exceed the character limit will be truncated.

Delete a campaign

• In your HubSpot account, navigate to Marketing > Campaigns.
• Hover over a campaign, then click the Actions dropdown menu, then select Delete.
• In the dialog box, click Delete to confirm.