Skip to content
BETA

Create ad goals (BETA)

Last updated: August 11, 2022

In Beta

Applies to:

Marketing Hub Professional, Enterprise

With ad goals you can set, track and manage goals for your ad campaigns in HubSpot. 

Requirements

To create an ad goal you must:

Create an ad goal

To create an ad goal from your HubSpot settings:
  • In your HubSpot account, click the settings settings icon in the main navigation bar.
  • In the left sidebar menu, navigate to Tracking & Analytics Goals.
  • In the top right, click Create goal.
  • In the Name field, enter a goal name.
  • Click the Category dropdown menu. Then, select Marketing
  • Click the Type dropdown menu. Then, select a goal type. Goal types apply to single and multi-ad campaigns, you can select one of three goals types:
    • Number of contacts in a lifecycle stage: track the number of contacts in a lifecycle stage that meet the contact first form attribution.
    • Contacts from first form submission: track the sum of contacts across all campaigns on the goal that clicked a tracked ad, then submitted a form on your website for the first time during a session.
    • Network conversions: track the sum of measured actions that people took as defined in each ad network for a single or multi-ad campaign.
  • In the bottom right, click Next.



  • Click the Ad account(s) dropdown menu and select the checkboxes next to the ad accounts you want to associate with this goal. 
  • Click the Ad campaigns dropdown menu and select an ad campaign.  
  • Click the Duration dropdown menu and select monthlyquarterly, or yearly.

  • In the bottom right, click Next.

  • To apply the same campaign or target value for each duration:

    • Select the checkbox next to the user or team name.

    • At the top of the table, click Apply targets.

    • In the dialog box, enter the target value.

    •  Click Apply.

  • In the bottom right, Click next


  • To send notifications to the creator of the goal, select the checkboxes next to each notification type.
  • In the bottom right, click Done.



Manage goals

After creating your ad goals, you can filter by ad campaign, ad account, teams, users, goal duration, status, and progress.  

Please note: goal progress will update every 24 hours. While the goal is ongoing, changes will be reflected in the next goal progress update. Changes made to a deal after a goal is due will not update the goal's progress.

To manage your goals:

  • In your HubSpot account, click the settings settings icon in the main navigation bar.
  • In the left sidebar menu, navigate to Tracking & Analytics > Goals.
  • Use the dropdown menus to filter your goals. You can apply the following filters:
    • Ad campaigns: filter by the ad campaigns that the goals apply to. 
    • Ad accounts: filter by the ad accounts that the goals apply to.
    • Teams: filter by the user that created the goal's HubSpot team
    • Users: filter by the HubSpot users that created the goal. 
    • Goal duration: filter by the goal duration 
    • Status: filter by goal status, the following statuses indicate the goal's progress:
      • Exceeded: filter by goals that exceeded 100% of the target by the milestone.
      • Pending: filter by goals where the progress is not yet measured when the current date is before the goal's start date.
      • Missed: filter by goals that did not meet 100% of the target by the milestone.
      • Achieved: filter by goals that reached 100% of the target by the milestone.
      • In progress: filter by ongoing goals when the current date falls between the start date and end date of the goal.
    • Progress: filter by the goal's progress. You can set a minimum and maximum range. 
  • To clear all filters, click Clear all
  • To view more details about an ad campaign's goals, hover over the ad name and click View details
  • To edit a goal, hover over the ad and click Edit goal
  • To delete a goal, select the checkbox next to the ad. Then, at the top of the table, click Delete.

 

Was this article helpful?
This form is used for documentation feedback only. Learn how to get help with HubSpot.