Organize campaigns using views and folders

From your campaigns index page, you can segment your campaigns with views or organize your campaigns with folders. For example, you may want to include all campaigns for a specific product within a folder, or review all campaigns for the last quarter. 

From the same index page, you can also clone, edit, and take action on your campaigns. Learn more about managing your campaigns.

Please note: if you've opted into the Marketing Studio beta, your existing campaigns will be moved into the Manage tab in Marketing Studio. 

Segment campaigns with views

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. 

1.  In your HubSpot account, navigate to Marketing > Campaigns.
2. 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.
      

3. Select and apply your filters:
   
   • Brands: if you've purchased the brands add-on, you can filter by the brand the campaign is associated with. 
   • Teams: filter by teams with access to the campaign. 
   • Campaign owner: filter by the user assigned to the campaign. 

3. • Advanced filters: filter by advanced campaign details (e.g., number of [asset type], budget, start and end dates, goals). Learn more about filtering your records in HubSpot. 

4. You can add additional filter options to your table with quick filters. These will appear next to the standard filters listed. 
   
   
   
   
   
   • To add an additional quick filters, click the addIcon add icon. In the pop-up box, select a quick filter. 
   • To edit the quick filters displayed, click the edit pencil icon. In the dialog box, configure your quick filters: 
     
     • To arrange your quick filters, click and drag the drag icon next to your quick filter to place them in order. 
     • To remove a quick filter from the table display, click the delete delete icon. 
     • To add another quick filter, click + Add quick filter. You can add up to 5 quick filters. 
     • To remove all quick filters, click Delete all quick filters. 
5. After making any changes to the filters applied, click Save view in the top right, then click Save.
6. To manage your views, in the top right, click All views. 
7. Hover over a view and click the More dropdown menu to: 
   • Rename: rename the view.
   • Delete: permanently delete a view. 
   • Manage sharing: select which users and teams have access to this view. This can be set to Private, Team, or Everyone. 
   • Clone: clone a copy of the view. 
   • Export: export data from the view in csv, xls, or xlsx format. You can choose to export only properties displayed in the view or all properties on records. 
     
     

Organize your campaigns with folders

Organize your campaigns into folders on the campaigns dashboard. Once created, folders will display on the dashboard with your campaigns. Within a folder, you can also apply filters to further refine a search, or set a folder as your default campaign view. 

Create and manage folders

1. In your HubSpot account, navigate to Marketing > Campaigns.
2. In the top right, click the Folders tab.
3. In the upper left, click Create folder. 
4. In the dialog box, enter the folder name. Then, click Save.
5. To refine the campaigns displayed in your folder, at the top, select and apply different filters.
    

Rename or delete a folder

To edit or delete an existing folder:

2. In the top right, click the Folders tab.
3. To change a folder's name:
   • In the left sidebar menu, click on the folder.
   • In the top left, click Actions and select Rename folder.
   • In the dialog box, enter your new folder name. Then, click Save.
4. To delete a folder:
   
   • In the left sidebar menu, click on the folder.
   • In the top left, click Actions and select Delete folder.
   • In the dialog box, click Delete folder.
     
     

Move campaigns to folders

2. To move individual campaigns to a folder:
   • Hover over the campaign and click Actions. Then, select Move to folder.
   • In the dialog box, select a folder. 
   • At the bottom, click Move. 

4. To move campaigns to a folder in bulk: 
   • On the Folders tab, select the checkboxes next to the campaigns you want to move into the folder.
   • At the top of the table, click Move to folder.
   • In the dialog box, select the desired folder, then click Move.