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Manage campaigns

Last updated: May 23, 2022

Applies to:

Marketing Hub Professional, Enterprise
Legacy Marketing Hub Basic

After you've created your campaign in HubSpot, you can 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

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.

  • 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:
    • 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, 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.
Learn more about creating, customizing, and managing saved views

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

Deleting a HubSpot campaign will not delete its associated assets and content. It is not possible to restore a deleted 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.

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