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.
In your HubSpot account, navigate to Marketing > Campaigns.
In the Manage tab, at the top of the table, clickAdd view.
SelectCreate new viewfrom the dropdown menu.
In the dialog box, enter anamefor your view and select whichuserscan access the saved view.
ClickSave. Your new view will appear as another tab at the top of the table.
Select and apply your filters:
Teams: filter by the team 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, clickANDto 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 downCaratdropdown arrow to manage each individual view:
To pin a view so it always appears as a tab in your table, click thetabthen selectPin view to keep open.
To set a view as the default view when the campaigns page is loaded, pin the view then click thetaband selectMake default view.
To set rename a view, click thetaband selectRename. In the dialog box, enter a newnamefor your view and click Save.
To set delete a view, click thetaband selectDelete. 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 clickSave viewin the top right.