Campaign management in HubSpot
Pricing
The pricing for campaign management setup varies based on complexity.
Take control of your campaigns
Run strategic, efficient campaigns that deliver impact
Are your campaigns optimized?
To find out, answer the following questions:
- Is your campaign process designed for seamless team collaboration to plan, build, and launch efficiently?
- Are your campaigns automated?
- Do your campaigns clearly map the customer journey, from the first touchpoint to becoming a client?
- Can you track campaign performance, from conversions to sales and revenue?
Building Campaign Infrastructure & Processes
Naming Convention
Use Campaign | [Type] | Month Year so every campaign is named consistently.
- Spring Launch | Paid Social | April 2025
- Webinar Series | Live Event | July 2025
Campaign Planning & Tracking Properties
Add fields for campaign setup and conversion tracking.
Campaign Creation Form: add properties for campaign type, audience, schedule, channels, and specifications.
Conversion Tracking Fields:
- All converted campaigns (multi-checkbox)
- First and last campaign converted with conversion dates
- UTM properties and datestamps
Tracking Workflow
Automate real‑time transfer of conversion data to contact records.
- Contacts inherit campaign details immediately after conversion for accurate attribution.
Roles & Responsibilities
Define high‑level duties; Ops handles implementation.
- Strategy & Planning: set goals & KPIs, craft messaging, guide audience segmentation and channel selection.
- Content & Design: produce email copy, design landing pages, create CTAs and asset layouts.
- Marketing Ops:
- Configure HubSpot campaign object
- Create automation workflows & forms
- Set up UTM tracking
- Conduct QA & technical validation
Launching and managing a campaign
Creating the campaign
Add all relevant details, such as audience, scheduling, needed assets, and tracking information (e.g., type, budget, focus areas).
Building assets and automations
Create all campaign assets and set up automation workflows to streamline execution.
Configuring campaign tracking
Configure UTM links and ensure all tracking data ties to converting contacts.
Testing the campaign
Test every campaign element to ensure smooth functionality before launch.
Launching the campaign
Launch the campaign and monitor performance to refine and optimize.
What are the value adds?
- Less time spent on planning, building, testing, and launching campaigns
- More effective, targeted campaigns
- Granular campaign performance tracking
- Increased revenue over time