Hupspot AI Campaign Insights Guide

Hubspot gives marketers built-in AI tools that quickly surface campaign insights so you can understand performance, optimize assets, and improve results without manual reporting work.

This guide explains how to use AI campaign insights in your portal, based strictly on Hubspot’s official documentation, so you can turn raw data into clear, actionable recommendations.

What Hubspot AI Campaign Insights Can Do

Inside a marketing campaign, Hubspot AI analyzes your data and returns concise summaries and suggestions. Instead of digging through multiple reports, you get a fast overview of what is working and what needs attention.

Hubspot AI campaign insights help you:

Summarize overall campaign performance.
Identify high-performing and low-performing assets.
Spot trends in engagement and conversions.
Get optimization ideas based on your existing data.

These features are designed to support marketers who want to move from raw metrics to practical decisions as efficiently as possible.

Requirements to Use Hubspot AI in Campaigns

Before generating AI campaign insights, confirm that your Hubspot account meets the required conditions described in the official knowledge base page.

You must have access to the campaigns tool and relevant marketing assets.
Your campaign should have enough performance data for AI to analyze.
Your user permissions must allow viewing and analyzing campaign performance.

If your portal is new or a campaign has very few interactions, Hubspot AI may not be able to return detailed insights until more data is collected.

How to Open a Campaign in Hubspot

To access AI analysis, you first need to open the correct campaign in your Hubspot account.

In your Hubspot portal, go to the marketing section where campaigns are managed.
Locate the campaign you want to analyze from the campaign list.
Click the campaign name to open the campaign details page.

The campaign details page is the central place where Hubspot displays assets, performance metrics, and AI insights.

Generate AI Campaign Insights in Hubspot

Once you have the campaign open, you can generate AI-based insights directly from the campaign screen. The exact button label and placement may change slightly over time, but the workflow remains consistent with the official instructions.

Step-by-step: Run AI Insights in Hubspot

Navigate to the campaign overview tab where performance data is summarized.
Look for the AI insights or “Generate insights” option provided on the campaign page.
Click the AI action to start the analysis.
Wait a few moments while Hubspot scans your campaign metrics and engagement data.
Review the insights panel that appears with AI-generated summaries and suggestions.

The AI analysis uses the data available for that campaign at the moment you trigger the insights, so the recommendations reflect your current performance.

Understanding Hubspot AI Campaign Insights

After generating insights, Hubspot returns structured information that helps you quickly understand the story behind your numbers.

Typical Insight Types You May See

Performance overview: A short summary of how the campaign is performing compared with expectations or other assets.
Top assets: Identification of emails, pages, or other assets that drive the most engagement or conversions.
Underperforming assets: Items that receive low engagement, limited traffic, or weak conversion rates.
Trend observations: Notes on changes in performance over time, such as increased clicks or declining opens.
Suggested actions: AI-based recommendations on what to test or adjust next.

This format helps you move directly from data to decisions without building complex custom reports.

Best Practices for Using Hubspot AI Insights

To get the most value from Hubspot AI insights, treat them as guidance to inform your next experiments, not as rigid rules.

Combine AI with Your Marketing Strategy

Review AI summaries alongside your existing goals and KPIs.
Confirm that the insights align with your audience knowledge and campaign strategy.
Prioritize recommendations that match the current stage of your campaign.

Create Actionable Next Steps in Hubspot

Once you have insights, turn them into specific actions inside Hubspot:

Update email subject lines or send times for low-performing emails.
Optimize landing page copy, CTAs, or layout to lift conversions.
Reallocate promotion effort from weak channels to strong ones.
Schedule follow-up campaigns to build on assets that perform well.

Using AI insights as a regular part of your optimization cycle helps your campaigns improve over time.

Troubleshooting Hubspot AI Campaign Insights

If you do not see insights or they seem incomplete, there are a few common reasons based on the official Hubspot article.

Limited or Missing Data

If the campaign is new, wait for emails to send, pages to receive traffic, and forms to collect submissions.
Confirm that relevant assets are properly associated with the campaign so Hubspot can include them in the analysis.
Check time frames or filters on the campaign view that may restrict the metrics shown.

Access and Feature Availability

Make sure your subscription tier supports campaigns and AI features.
Verify that your user role has permissions to view campaign performance.
If issues persist, review the official documentation and contact support from within your Hubspot portal.

Where to Learn More About Hubspot AI Features

For full, up-to-date instructions and feature details, refer directly to the official knowledge base article: Generate campaign insights using AI in Hubspot.

If you are planning a broader marketing or CRM implementation and want strategic help with configuration and optimization, you can also consult specialists such as Consultevo for tailored support around campaigns and data-driven improvements.

Using Hubspot AI Insights in Your Daily Workflow

Incorporate AI campaign insights into your routine review so that optimization becomes continuous rather than occasional.

A simple weekly workflow might look like this:

Open each active campaign in Hubspot and generate fresh AI insights.
Identify one or two priority actions for each campaign.
Implement quick tests, such as subject line adjustments or CTA changes.
Monitor updated results the following week and compare with previous insights.

By repeating this cycle, you use Hubspot not just as a reporting tool, but as an AI-assisted optimization engine that continuously refines your marketing performance.

Following the steps in this guide and in the official documentation will help you confidently activate, interpret, and act on AI campaign insights inside your Hubspot account.

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