Review and manage campaign associations using CRM cards

Use the Campaigns card to manually associate a contact, deal, or ticket with a campaign directly from the record. Contacts associated with a campaign will be included in the campaign's influenced contacts. 

You can use this feature to manually associate a record if an engagement isn't captured automatically. For example, during an event check-in or a conversation at a convention booth. 

After manually associating records using CRM cards, you can review all manually associated records from the campaign's performance page. 

Add contacts to a campaign using the Campaigns CRM card

1. Navigate to your record:
   • In your HubSpot account, navigate to CRM > Contacts.
   • In your HubSpot account, navigate to CRM > Deals.
   • In your HubSpot account, navigate to CRM > Tickets.

2. On the contact index page, locate the contact and click the contact name.

3. In the right panel, locate your Campaign card and click the + Add.
   
   

4. In the right panel, click the Marketing campaign dropdown menu and select the campaign that you'd like to associate with your contact. 

5. If you're associating a contact record to a campaign, you can also add an influence type. This option is not available when associating deals or tickets from CRM cards. 

   • Click the Influence type dropdown menu and select an influence type. To create a new custom event:

     •  From the dropdown menu, click Create new influence type. You can create up to 50 influence types. 

     • Enter a name for your influence type. 

     • At the bottom, click Save. 

6. At the bottom, click Save. After adding your campaign, the campaign will appear on the campaign card. Only manually associated campaigns will appear on the campaign card. 

Please note: once a contact is marked as influenced, that influence cannot be removed from the total influence count. Learn more about your campaign metrics. 

Review a record's associated campaigns

1. Navigate to your record:
   • In your HubSpot account, navigate to CRM > Contacts.
   • In your HubSpot account, navigate to CRM > Deals.
   • In your HubSpot account, navigate to CRM > Tickets.

2. On the re index page, locate the contact and click the record name. Then, in the right panel, locate your Campaign card. 

3. To search for a specific campaign, click the search icon. Then enter your campaign name, For example, you may want to check if a specific campaign has been associated with the record.
   
4. To sort your campaign, click the Sort dropdown menu and select Campaign name, Object create date/time, or Association Label. 
5. If you're reviewing and managing contact associations, the following additional options will appear: 
   • To filter the campaigns by influence type, click Filters. Then, click the Association label dropdown menu and select an influence type. 

   • To change your contact's influence type, click pencil icon next to the campaign name.

      

• •  To review your contact record's campaign influences:

    • Click View all campaigns.

    • In the right panel, you can review the campaigns, and count of campaign influences that influenced the contact.

    • To review the influences in detail, click the campaign name or number of influences. In the dialog box, you can review the timestamp, the asset type, and asset name that influenced the record. 

Please note: the total count reflects campaigns that influenced this contact, either through engagement with campaign assets or manual association. Each entry includes the campaign name, the type of engagement, and when it occurred.

Review your campaigns card

By default, the campaigns card will appear in your contact records. However, if you’ve previously customized your contacts CRM view or you're unable to find the card on your records, you can manually add the campaigns card to the record view. Learn more about customizing records. 

1. In your HubSpot account, click the settings settings icon in the top navigation bar.

2. In the left sidebar menu, navigate to Objects, then select the Contacts. 

3. At the top, click the Record Customization tab.

4. To edit the default view, click Default view. Or, select a team view. 
5. In the right column, check that the Campaigns card is appearing. If not, to add a Campaigns card:
   
   • Hover over of the section that you'd like to add the card, then click the + Add icon. 
   • In the right panel, click the Card library tab. 
   • Search for the Campaigns card. Then, click + Add card. 
   • In the top right, click the X icon to close the panel. 
6. After setting up your Campaigns card, click Save and exit.